Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.44MNew |
$127M - $136M
|
2.44M
$133M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 7.7% |
$13M - $13.9M
|
3.49M
$191M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 4.51% |
$10.5M - $11.2M
|
4.67M
$255M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
151K+ 12.91% |
$7.84M - $8.39M
|
1.32M
$72.1M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
BUY
|
- |
141KNew |
$7.35M - $7.87M
|
141K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
123KNew |
$6.38M - $6.83M
|
123K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 5.14% |
$6.3M - $6.75M
|
2.48M
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
95.4K+ 423.09% |
$4.96M - $5.31M
|
118K
$6.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.9K+ 6.56% |
$4.31M - $4.61M
|
1.35M
$73.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.8K+ 9.68% |
$4.2M - $4.5M
|
915K
$50M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
77.5KNew |
$4.03M - $4.31M
|
77.5K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
67.2K+ 27.79% |
$3.5M - $3.74M
|
309K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
52.4KNew |
$2.73M - $2.92M
|
52.4K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 4.29% |
$2.64M - $2.83M
|
1.24M
$67.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.2K+ 0.75% |
$2.35M - $2.52M
|
6.09M
$333M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 207.68% |
$2.27M - $2.43M
|
64.6K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.8K+ 7.84% |
$2.23M - $2.38M
|
589K
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37.1KNew |
$1.93M - $2.06M
|
37.1K
$2.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
31.8K+ 85.96% |
$1.65M - $1.77M
|
68.8K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.3K+ 10.74% |
$1.63M - $1.74M
|
323K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
28.3KNew |
$1.47M - $1.58M
|
28.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.2K+ 7.14% |
$1.47M - $1.57M
|
423K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.9KNew |
$1.45M - $1.55M
|
27.9K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
26.4K+ 1.35% |
$1.37M - $1.47M
|
1.98M
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.2K+ 8.05% |
$1.36M - $1.46M
|
352K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23K+ 27.02% |
$1.19M - $1.28M
|
108K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.4K+ 196.85% |
$1.01M - $1.08M
|
29.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.6KNew |
$967K - $1.03M
|
18.6K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 5.72% |
$952K - $1.02M
|
338K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.9KNew |
$878K - $940K
|
16.9K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 7.86% |
$824K - $882K
|
217K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 9.39% |
$821K - $879K
|
184K
$10.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$739K - $792K
|
14.2K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$730K - $781K
|
14K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
13.2KNew |
$686K - $735K
|
13.2K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 8.64% |
$685K - $733K
|
166K
$9.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
13KNew |
$675K - $722K
|
13K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.8KNew |
$612K - $655K
|
11.8K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.1K+ 5.6% |
$579K - $620K
|
210K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 7.53% |
$571K - $611K
|
157K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$557K - $596K
|
10.7K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.8K+ 4.48% |
$510K - $546K
|
229K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.62KNew |
$500K - $536K
|
9.62K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 5.49% |
$489K - $524K
|
181K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.29K+ 16.07% |
$483K - $517K
|
67.1K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.85KNew |
$460K - $493K
|
8.85K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.52K+ 7.64% |
$443K - $474K
|
120K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.33K+ 76.01% |
$433K - $464K
|
19.3K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
7.41KNew |
$385K - $413K
|
7.41K
$405K
|