Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.3K+ 8.38% |
$2.74M - $3.09M
|
1.03M
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.4K+ 4.99% |
$1.64M - $1.84M
|
997K
$34.8M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
41.3K+ 67.38% |
$1.43M - $1.61M
|
103K
$3.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
31.7KNew |
$1.09M - $1.23M
|
31.7K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.7K+ 53.23% |
$853K - $962K
|
71.2K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.9K+ 6.26% |
$547K - $617K
|
269K
$9.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
13.3K+ 241.52% |
$460K - $518K
|
18.8K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
12KNew |
$413K - $465K
|
12K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.92K+ 18.83% |
$308K - $347K
|
56.3K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.84K+ 2.97% |
$305K - $344K
|
307K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.05K+ 6.32% |
$278K - $313K
|
135K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.72K+ 9.25% |
$266K - $300K
|
91.1K
$3.18M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.31K+ 3.15% |
$252K - $284K
|
239K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.2K+ 7.9% |
$214K - $241K
|
84.7K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.11K+ 3.27% |
$211K - $238K
|
193K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.45K+ 3.32% |
$188K - $212K
|
170K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 0.84% |
$158K - $178K
|
550K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 5.66% |
$158K - $178K
|
85.6K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.59K+ 17.48% |
$89.2K - $101K
|
17.4K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.35K+ 0.88% |
$80.9K - $91.3K
|
268K
$9.33M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 16.36% |
$58.1K - $65.5K
|
12K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.66K+ 22.69% |
$57.4K - $64.7K
|
9K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39KNew |
$47.8K - $53.9K
|
1.39K
$48.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 0.28% |
$36.6K - $41.3K
|
379K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
962+ 6.81% |
$33.2K - $37.4K
|
15.1K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
928New |
$32K - $36.1K
|
928
$32.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
868New |
$29.9K - $33.8K
|
868
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
586+ 0.46% |
$20.2K - $22.8K
|
127K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
453+ 2.83% |
$15.6K - $17.6K
|
16.5K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
228New |
$7.87K - $8.87K
|
228
$7.95K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
192New |
$6.62K - $7.47K
|
192
$6.69K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
140+ 0.92% |
$4.83K - $5.45K
|
15.3K
$535K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
96+ 0.85% |
$3.31K - $3.73K
|
11.4K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94+ 0.72% |
$3.24K - $3.66K
|
13.2K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90+ 1.48% |
$3.11K - $3.5K
|
6.18K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
36+ 0.24% |
$1.24K - $1.4K
|
15.3K
$534K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12+ 0.05% |
$414 - $467
|
22K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$414 - $467
|
12
$418
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$311 - $350
|
1.03K
$35.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$34.5 - $38.9
|
1
$34.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-50- 0.49% |
$1.73K - $1.95K
|
10.1K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-104- 35.02% |
$3.59K - $4.05K
|
193
$6.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-233- 1.94% |
$8.04K - $9.06K
|
11.8K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-256- 0.14% |
$8.83K - $9.96K
|
188K
$6.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-269- 4.03% |
$9.28K - $10.5K
|
6.4K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 8.56% |
$13.8K - $15.6K
|
4.27K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-443- 17.35% |
$15.3K - $17.2K
|
2.11K
$73.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-474- 38.79% |
$16.4K - $18.4K
|
748
$26.1K
|