Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US MID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
102K+ 166.38% |
$3.11M - $3.57M
|
163K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.7K+ 6.23% |
$2.1M - $2.41M
|
1.17M
$46.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
58.5KNew |
$1.79M - $2.05M
|
58.5K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
44K+ 22.0% |
$1.34M - $1.54M
|
244K
$9.71M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
24K+ 28.23% |
$734K - $841K
|
109K
$4.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 14.5% |
$621K - $711K
|
160K
$6.38M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.9KNew |
$579K - $664K
|
18.9K
$754K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.7K+ 314.94% |
$509K - $584K
|
21.9K
$874K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.4K+ 252.53% |
$501K - $574K
|
22.9K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.9KNew |
$455K - $521K
|
14.9K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.78KNew |
$299K - $343K
|
9.78K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.04K+ 13.2% |
$154K - $176K
|
43.2K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.95KNew |
$90.4K - $104K
|
2.95K
$118K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.52K+ 3.68% |
$77K - $88.2K
|
70.9K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.22K+ 1.86% |
$67.8K - $77.7K
|
122K
$4.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1.49K+ 9.27% |
$45.5K - $52.1K
|
17.5K
$698K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 2.54% |
$41.8K - $47.9K
|
55.2K
$2.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
954+ 3.73% |
$29.2K - $33.4K
|
26.5K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
880+ 5.69% |
$26.9K - $30.8K
|
16.4K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
815+ 5.53% |
$24.9K - $28.6K
|
15.5K
$619K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
776+ 0.86% |
$23.7K - $27.2K
|
91.3K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
713+ 0.66% |
$21.8K - $25K
|
108K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
601+ 6.83% |
$18.4K - $21.1K
|
9.4K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
429+ 2.7% |
$13.1K - $15K
|
16.3K
$650K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
292+ 0.75% |
$8.93K - $10.2K
|
39.3K
$1.57M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
130+ 0.49% |
$3.98K - $4.56K
|
26.7K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
100+ 0.78% |
$3.06K - $3.5K
|
12.9K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
75+ 7.69% |
$2.29K - $2.63K
|
1.05K
$41.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 5.16% |
$642 - $736
|
386
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-96- 1.32% |
$2.94K - $3.36K
|
7.18K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-130- 0.49% |
$3.98K - $4.56K
|
26.5K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-162- 0.88% |
$4.96K - $5.68K
|
18.3K
$727K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 61.54% |
$6.12K - $7.01K
|
125
$4.98K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-283- 2.33% |
$8.66K - $9.92K
|
11.9K
$473K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-300- 9.36% |
$9.18K - $10.5K
|
2.9K
$116K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-306- 4.11% |
$9.36K - $10.7K
|
7.14K
$284K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-977- 3.58% |
$29.9K - $34.2K
|
26.3K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 0.87% |
$31.4K - $36K
|
117K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 14.53% |
$33.6K - $38.5K
|
6.47K
$258K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.31K- 57.93% |
$40K - $45.8K
|
950
$37.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.89K- 3.64% |
$57.7K - $66.1K
|
49.9K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.33K- 19.8% |
$71.2K - $81.5K
|
9.43K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.72K- 19.35% |
$83.1K - $95.2K
|
11.3K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.15K- 6.1% |
$96.5K - $110K
|
48.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 1.18% |
$108K - $124K
|
296K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.24K- 6.19% |
$130K - $148K
|
64.2K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.24K- 6.26% |
$191K - $219K
|
93.5K
$3.72M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 2.69% |
$212K - $242K
|
250K
$9.95M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.75K- 1.75% |
$298K - $342K
|
548K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 95.9% |
$358K - $410K
|
500
$19.9K
|