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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 2.34% |
$307 - $351
|
334
$18.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.23% |
$537 - $614
|
6.11K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30- 0.52% |
$1.15K - $1.32K
|
5.77K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 0.14% |
$1.53K - $1.75K
|
28.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.37% |
$2.53K - $2.89K
|
17.6K
$967K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-73- 0.48% |
$2.8K - $3.2K
|
15.1K
$825K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-77- 0.79% |
$2.95K - $3.38K
|
9.61K
$527K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-79- 1.07% |
$3.03K - $3.46K
|
7.3K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-90- 5.37% |
$3.45K - $3.95K
|
1.59K
$87K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 1.16% |
$4.33K - $4.96K
|
9.6K
$526K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-130- 3.9% |
$4.99K - $5.7K
|
3.2K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-133- 1.52% |
$5.1K - $5.83K
|
8.62K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-149- 0.62% |
$5.72K - $6.53K
|
24K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-223- 0.99% |
$8.55K - $9.78K
|
22.3K
$1.22M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-240- 1.03% |
$9.21K - $10.5K
|
23K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-243- 2.09% |
$9.32K - $10.7K
|
11.4K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-297- 1.52% |
$11.4K - $13K
|
19.2K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-450- 3.99% |
$17.3K - $19.7K
|
10.8K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-551- 1.57% |
$21.1K - $24.2K
|
34.6K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-560- 25.27% |
$21.5K - $24.6K
|
1.66K
$90.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-610- 1.94% |
$23.4K - $26.7K
|
30.9K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-610- 1.94% |
$23.4K - $26.7K
|
30.9K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-617- 0.3% |
$23.7K - $27.1K
|
206K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-635- 41.61% |
$24.4K - $27.8K
|
891
$48.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-851- 52.73% |
$32.6K - $37.3K
|
763
$41.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-967- 6.5% |
$37.1K - $42.4K
|
13.9K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 4.83% |
$53.1K - $60.7K
|
27.3K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.45K- 19.5% |
$55.7K - $63.7K
|
6K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.71K- 7.63% |
$65.7K - $75.2K
|
20.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.8K- 26.31% |
$69.1K - $79K
|
5.05K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.47K- 0.8% |
$94.8K - $108K
|
306K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.14K- 2.48% |
$121K - $138K
|
124K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.24K- 13.59% |
$124K - $142K
|
20.6K
$1.13M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.54K- 7.44% |
$136K - $155K
|
44.1K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.67K- 13.32% |
$141K - $161K
|
23.9K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.13K- 10.7% |
$158K - $181K
|
34.4K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.29K- 10.18% |
$165K - $188K
|
37.9K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.33K- 30.85% |
$166K - $190K
|
9.7K
$532K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.64K- 25.92% |
$178K - $204K
|
13.3K
$727K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.62K- 17.72% |
$216K - $247K
|
26.1K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.07K- 7.68% |
$233K - $266K
|
73K
$4M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.17K- 33.04% |
$313K - $358K
|
16.6K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.18K- 1.24% |
$314K - $359K
|
652K
$35.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.67K- 3.8% |
$371K - $424K
|
245K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-14.2K- 56.65% |
$543K - $621K
|
10.8K
$594K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 4.3% |
$601K - $687K
|
349K
$19.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.9K- 33.74% |
$650K - $743K
|
33.3K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.4K- 4.48% |
$746K - $852K
|
414K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.8K- 11.14% |
$759K - $867K
|
158K
$8.64M
|