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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.8K- 11.14% |
$759K - $867K
|
158K
$8.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-20.1K- 96.31% |
$771K - $882K
|
771
$42.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-21.4K- 9.86% |
$821K - $939K
|
196K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.1K- 18.07% |
$926K - $1.06M
|
109K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-25.5K- 4.29% |
$977K - $1.12M
|
568K
$31.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-26.5K- 68.99% |
$1.02M - $1.16M
|
11.9K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-34.9K- 59.72% |
$1.34M - $1.53M
|
23.5K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-44K- 3.0% |
$1.69M - $1.93M
|
1.42M
$79.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.4K- 61.38% |
$3.51M - $4.01M
|
57.5K
$3.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 2.92% |
$5.03M - $5.75M
|
4.36M
$242M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-136K- 95.24% |
$5.22M - $5.97M
|
6.8K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-248K- 3.92% |
$9.52M - $10.9M
|
6.09M
$339M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-430K- 97.69% |
$16.5M - $18.9M
|
10.2K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06M- 41.76% |
$40.6M - $46.4M
|
1.48M
$82.1M
|