Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
429K+ 2880.76% |
$13.4M - $14.1M
|
444K
$17.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
102K+ 143.86% |
$3.18M - $3.36M
|
173K
$6.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
59.4K+ 21.59% |
$1.85M - $1.96M
|
335K
$13.3M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
50.2K+ 46.03% |
$1.57M - $1.65M
|
159K
$6.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44.1KNew |
$1.38M - $1.45M
|
44.1K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.3K+ 4.31% |
$1.1M - $1.16M
|
855K
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 12.41% |
$944K - $996K
|
274K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 17.8% |
$809K - $853K
|
171K
$6.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.7K+ 3930.0% |
$613K - $647K
|
20.2K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 248.02% |
$501K - $528K
|
22.5K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 22.89% |
$357K - $377K
|
61.4K
$2.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.4K+ 7.12% |
$356K - $376K
|
172K
$6.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.59K+ 2.23% |
$206K - $217K
|
302K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.47K+ 5.99% |
$202K - $213K
|
114K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.81K+ 35.58% |
$181K - $191K
|
22.1K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.41KNew |
$138K - $145K
|
4.41K
$175K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.23K+ 22.34% |
$132K - $139K
|
23.2K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.66K+ 16.66% |
$114K - $120K
|
25.6K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 32.58% |
$95.6K - $101K
|
12.5K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 2.01% |
$57.1K - $60.3K
|
93.1K
$3.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 1.48% |
$54.2K - $57.2K
|
119K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.63K+ 16.63% |
$50.8K - $53.6K
|
11.4K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
656+ 5.13% |
$20.5K - $21.6K
|
13.5K
$536K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
617New |
$19.3K - $20.3K
|
617
$24.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
505+ 3.9% |
$15.8K - $16.6K
|
13.4K
$535K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
374+ 2.13% |
$11.7K - $12.3K
|
17.9K
$713K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
351New |
$11K - $11.6K
|
351
$14K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33New |
$1.03K - $1.09K
|
33
$1.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29- 0.4% |
$905 - $955
|
7.15K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-204- 2.16% |
$6.37K - $6.72K
|
9.22K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-238- 1.53% |
$7.43K - $7.84K
|
15.3K
$610K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-260- 2.19% |
$8.12K - $8.56K
|
11.6K
$462K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-380- 2.32% |
$11.9K - $12.5K
|
16K
$636K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-443- 1.13% |
$13.8K - $14.6K
|
38.9K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-520- 0.56% |
$16.2K - $17.1K
|
92.9K
$3.7M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.05K- 6.19% |
$32.9K - $34.7K
|
16K
$636K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 4.06% |
$33.8K - $35.7K
|
25.6K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 6.04% |
$34.5K - $36.4K
|
17.2K
$684K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.46K- 5.53% |
$45.5K - $48K
|
24.9K
$991K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 0.63% |
$49K - $51.6K
|
248K
$9.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.11K- 3.83% |
$65.9K - $69.6K
|
53.1K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.55K- 86.36% |
$79.6K - $84K
|
403
$16K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.64K- 5.44% |
$82.4K - $86.9K
|
45.9K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.81K- 12.29% |
$87.8K - $92.6K
|
20.1K
$799K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.02K- 26.67% |
$94.2K - $99.4K
|
8.3K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.74K- 5.82% |
$117K - $123K
|
60.4K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.78K- 1.78% |
$305K - $322K
|
538K
$21.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22K- 3.34% |
$687K - $725K
|
637K
$25.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-23.5K- 7.29% |
$733K - $774K
|
298K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.9K- 57.74% |
$779K - $822K
|
18.3K
$727K
|