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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.4KNew |
$385K - $412K
|
7.4K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.39K+ 16.15% |
$384K - $411K
|
53.1K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.32KNew |
$381K - $408K
|
7.32K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.68K+ 1.12% |
$347K - $372K
|
602K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.45K+ 1.99% |
$335K - $359K
|
330K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.12KNew |
$318K - $341K
|
6.12K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.82K+ 2.89% |
$303K - $324K
|
207K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.5KNew |
$286K - $306K
|
5.5K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.39KNew |
$280K - $300K
|
5.39K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.34K+ 9.59% |
$278K - $297K
|
61K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.29K+ 5.31% |
$275K - $295K
|
105K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 8.47% |
$269K - $288K
|
66.2K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$269K - $287K
|
5.16K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.8K+ 13.21% |
$250K - $267K
|
41.1K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.49KNew |
$234K - $250K
|
4.49K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.46K+ 19.85% |
$232K - $248K
|
26.9K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.44K+ 11.19% |
$231K - $247K
|
44.2K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 21.37% |
$230K - $246K
|
25.1K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.35K+ 51.02% |
$226K - $242K
|
12.9K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34KNew |
$226K - $242K
|
4.34K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.13KNew |
$215K - $230K
|
4.13K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.09K+ 0.59% |
$213K - $228K
|
696K
$38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.07KNew |
$212K - $227K
|
4.07K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.95K+ 11.1% |
$206K - $220K
|
39.6K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$204K - $218K
|
3.93K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.87K+ 21.28% |
$201K - $215K
|
22K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.86K+ 10.37% |
$201K - $215K
|
41.1K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.82KNew |
$198K - $212K
|
3.82K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.55K+ 66.95% |
$185K - $198K
|
8.85K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42K+ 61.37% |
$178K - $190K
|
9K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.41K+ 45.44% |
$177K - $190K
|
10.9K
$597K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$164K - $176K
|
3.16K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.14K+ 52.38% |
$163K - $175K
|
9.14K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.1K+ 27.9% |
$161K - $173K
|
14.2K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$146K - $157K
|
2.81K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.73K+ 10.86% |
$142K - $152K
|
27.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.62K+ 4.4% |
$136K - $146K
|
62.2K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43K+ 6.98% |
$126K - $135K
|
37.2K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 8.03% |
$126K - $135K
|
32.7K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.38K+ 1.86% |
$124K - $133K
|
130K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.32K+ 2.09% |
$121K - $129K
|
114K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 6.91% |
$93.8K - $100K
|
27.9K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.8KNew |
$93.8K - $100K
|
1.8K
$98.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 3.79% |
$91.3K - $97.7K
|
48.1K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.15K+ 0.76% |
$59.7K - $64K
|
153K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.07K+ 3.38% |
$55.5K - $59.4K
|
32.7K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
898+ 7.69% |
$46.7K - $50K
|
12.6K
$687K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
857New |
$44.6K - $47.7K
|
857
$46.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
704New |
$36.6K - $39.2K
|
704
$38.5K
|