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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-644- 1.77% |
$22.2K - $25.1K
|
35.7K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 9.56% |
$34.5K - $38.9K
|
9.46K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.02K- 14.21% |
$35.1K - $39.5K
|
6.13K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.49K- 12.69% |
$51.3K - $57.8K
|
10.2K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.66K- 18.49% |
$57.4K - $64.7K
|
7.33K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.01K- 2.23% |
$104K - $117K
|
132K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-3.2K- 6.2% |
$110K - $124K
|
48.4K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.65K- 4.25% |
$126K - $142K
|
82.3K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.69K- 28.76% |
$127K - $144K
|
9.15K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.69K- 0.44% |
$162K - $183K
|
1.07M
$37.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.7K- 26.41% |
$231K - $261K
|
18.7K
$651K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-10.7K- 15.91% |
$368K - $415K
|
56.4K
$1.96M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.8K- 32.01% |
$786K - $887K
|
48.4K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 21.39% |
$1.02M - $1.15M
|
109K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-81.9K- 15.93% |
$2.83M - $3.19M
|
432K
$15.1M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-105K- 52.62% |
$3.62M - $4.08M
|
94.4K
$3.29M
|