Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
372K+ 4992.83% |
$11.8M - $13.4M
|
379K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
154KNew |
$4.91M - $5.57M
|
154K
$6.15M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.1K+ 14.49% |
$2.93M - $3.32M
|
728K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.6K+ 238.38% |
$2.44M - $2.76M
|
109K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 16.88% |
$876K - $993K
|
191K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$786K - $891K
|
24.7K
$985K
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
21.6K+ 5.73% |
$688K - $780K
|
400K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 1.28% |
$415K - $471K
|
1.04M
$41.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$332K - $377K
|
10.5K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.02K+ 65.66% |
$223K - $253K
|
17.7K
$705K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.37KNew |
$203K - $230K
|
6.37K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.95K+ 3.8% |
$189K - $214K
|
162K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.66K+ 31.29% |
$180K - $204K
|
23.7K
$945K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
5.57K+ 68.86% |
$177K - $201K
|
13.7K
$544K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 1.89% |
$107K - $121K
|
182K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.99K+ 10.64% |
$95K - $108K
|
31.1K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.8K+ 1.63% |
$57.3K - $65K
|
112K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.78K+ 2.79% |
$56.4K - $64K
|
65.5K
$2.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
860New |
$27.3K - $31K
|
860
$34.2K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
715+ 0.09% |
$22.7K - $25.8K
|
786K
$31.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
714+ 0.97% |
$22.7K - $25.7K
|
74.7K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
574+ 0.86% |
$18.2K - $20.7K
|
67.5K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
456+ 3.28% |
$14.5K - $16.4K
|
14.4K
$572K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
431+ 2.53% |
$13.7K - $15.5K
|
17.5K
$695K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
300+ 4.92% |
$9.53K - $10.8K
|
6.4K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
273+ 0.15% |
$8.68K - $9.84K
|
182K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
225New |
$7.15K - $8.11K
|
225
$8.96K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
218+ 1.97% |
$6.93K - $7.85K
|
11.3K
$449K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
101+ 1.06% |
$3.21K - $3.64K
|
9.61K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
82+ 1.31% |
$2.61K - $2.95K
|
6.32K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
76+ 0.43% |
$2.42K - $2.74K
|
18K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
73+ 0.71% |
$2.32K - $2.63K
|
10.3K
$410K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.9% |
$604 - $685
|
1.02K
$40.6K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.94% |
$222 - $252
|
367
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 13.33% |
$3.18K - $3.6K
|
650
$25.9K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-146- 0.84% |
$4.64K - $5.26K
|
17.3K
$689K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-264- 0.6% |
$8.39K - $9.51K
|
43.9K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-470- 11.48% |
$14.9K - $16.9K
|
3.62K
$144K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-472- 1.27% |
$15K - $17K
|
36.8K
$1.47M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-645- 7.23% |
$20.5K - $23.2K
|
8.28K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-783- 27.88% |
$24.9K - $28.2K
|
2.03K
$80.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-900- 12.61% |
$28.6K - $32.4K
|
6.24K
$248K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 1.23% |
$33.6K - $38.1K
|
84.7K
$3.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 6.57% |
$34.5K - $39.1K
|
15.4K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.09K- 4.71% |
$34.5K - $39.2K
|
22K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.35K- 7.13% |
$42.8K - $48.5K
|
17.5K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 15.94% |
$44.9K - $50.9K
|
7.45K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.26K- 19.87% |
$71.9K - $81.5K
|
9.12K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.98K- 4.42% |
$127K - $144K
|
86.1K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.62K- 24.81% |
$147K - $166K
|
14K
$557K
|