Purchases and Sales Made in Q4 2023 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q4 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.03KNew |
$193K - $220K
|
5.03K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
4.96KNew |
$190K - $218K
|
4.96K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.7K+ 301.35% |
$180K - $206K
|
6.26K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.44K+ 58.09% |
$170K - $195K
|
12.1K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
4.34KNew |
$166K - $190K
|
4.34K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04K+ 10.99% |
$155K - $177K
|
40.8K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4KNew |
$153K - $175K
|
4K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.72K+ 3.47% |
$143K - $163K
|
111K
$6.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 2.56% |
$136K - $155K
|
142K
$7.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.4K+ 11.73% |
$131K - $149K
|
32.4K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.28K+ 49.94% |
$126K - $144K
|
9.85K
$540K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25K+ 42.47% |
$125K - $143K
|
10.9K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.05K+ 50.85% |
$117K - $134K
|
9.05K
$496K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.8KNew |
$107K - $123K
|
2.8K
$153K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.7K+ 13.16% |
$104K - $118K
|
23.2K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.53KNew |
$96.9K - $111K
|
2.53K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.52K+ 19.98% |
$96.8K - $111K
|
15.2K
$831K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.35K+ 28.91% |
$90.1K - $103K
|
10.5K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.13K+ 0.46% |
$81.8K - $93.5K
|
462K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.11K+ 2.1% |
$80.8K - $92.3K
|
102K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2K+ 873.36% |
$76.7K - $87.7K
|
2.23K
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 4.45% |
$73.6K - $84.1K
|
45.1K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 2.88% |
$65.5K - $74.9K
|
61K
$3.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.66K+ 1.91% |
$63.6K - $72.7K
|
88.5K
$4.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 8.06% |
$61.2K - $70K
|
21.4K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.44KNew |
$55.2K - $63.1K
|
1.44K
$78.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.22K+ 19.11% |
$46.7K - $53.4K
|
7.59K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.21K+ 5.68% |
$46.2K - $52.8K
|
22.4K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.03K+ 16.77% |
$39.3K - $44.9K
|
7.14K
$391K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 6.74% |
$38.5K - $44K
|
15.9K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1K+ 11.38% |
$38.4K - $43.9K
|
9.79K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
665+ 8.31% |
$25.5K - $29.2K
|
8.66K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
660+ 6.65% |
$25.3K - $28.9K
|
10.6K
$580K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
624+ 6.53% |
$23.9K - $27.4K
|
10.2K
$558K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
555+ 23.43% |
$21.3K - $24.3K
|
2.92K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
537+ 4.19% |
$20.6K - $23.5K
|
13.4K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
321+ 160.5% |
$12.3K - $14.1K
|
521
$28.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
274+ 1.66% |
$10.5K - $12K
|
16.7K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
261New |
$10K - $11.4K
|
261
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
260+ 3.03% |
$9.97K - $11.4K
|
8.84K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
215New |
$8.25K - $9.43K
|
215
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
208+ 0.7% |
$7.98K - $9.12K
|
29.8K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
203+ 0.37% |
$7.79K - $8.9K
|
54.8K
$3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$6.02K - $6.88K
|
157
$8.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
145+ 0.36% |
$5.56K - $6.36K
|
40K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
140+ 0.41% |
$5.37K - $6.14K
|
34.2K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 1.85% |
$3.84K - $4.39K
|
5.52K
$302K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 1.46% |
$3.49K - $3.99K
|
6.34K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
88+ 0.07% |
$3.38K - $3.86K
|
135K
$7.39M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.11K - $1.27K
|
29
$1.59K
|