Institutional Ownership Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,017,391
shares
|
$38.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
785,279
shares
|
$29.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
769,429
shares
|
$28.8 Million
0.01% of portfolio
|
Q2 2024
Added 5.73%
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
515,479
shares
|
$19.3 Million
9.04% of portfolio
|
Q3 2024
Added 8.78%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
514,464
shares
|
$19.2 Million
0.01% of portfolio
|
Q2 2024
Added 0.84%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
378,586
shares
|
$14.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
274,360
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
266,426
shares
|
$9.96 Million
0.0% of portfolio
|
Q2 2024
Added 39.68%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,123
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
200,432
shares
|
$7.5 Million
8.32% of portfolio
|
Q3 2023
Added 25.85%
|
|
Wbi Investments, Inc.
|
Jul 30, 2024 Q2 2024 |
199,275
shares
|
$7.45 Million
1.72% of portfolio
|
Q2 2024
Reduced 24.53%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
189,513
shares
|
$7.09 Million
0.79% of portfolio
|
Q2 2024
Added 4.26%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
183,790
shares
|
$6.87 Million
0.02% of portfolio
|
Q2 2024
Added 18.98%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
162,774
shares
|
$6.09 Million
0.27% of portfolio
|
Q2 2024
Added 0.19%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
159,914
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
138,262
shares
|
$5.17 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
111,369
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
110,838
shares
|
$4.15 Million
0.0% of portfolio
|
Q2 2024
Added 1.88%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
94,247
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2024
Added 11.21%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
71,887
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2024
Added 60.04%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,869
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
64,456
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
58,484
shares
|
$2.19 Million
0.13% of portfolio
|
Q1 2023
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
51,354
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 75.92%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
48,544
shares
|
$1.82 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.46%
|