Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120K+ 69.95% |
$3.73M - $4.11M
|
291K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
41.2K+ 25.85% |
$1.28M - $1.41M
|
200K
$7.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
29.8KNew |
$926K - $1.02M
|
29.8K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.1K+ 29.13% |
$841K - $927K
|
120K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
21.8K+ 7.3% |
$677K - $747K
|
320K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.93K+ 26.28% |
$308K - $340K
|
47.7K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.06K+ 3.65% |
$281K - $310K
|
257K
$10.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.17K+ 4.76% |
$254K - $280K
|
180K
$7.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.01K+ 52.11% |
$218K - $240K
|
20.5K
$815K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.53KNew |
$203K - $224K
|
6.53K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.92K+ 1.1% |
$184K - $203K
|
544K
$21.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.68K+ 4.78% |
$177K - $195K
|
125K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.04K+ 8.21% |
$156K - $173K
|
66.4K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.13K+ 1.03% |
$97.1K - $107K
|
305K
$12.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.85KNew |
$88.6K - $97.7K
|
2.85K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.57K+ 11.43% |
$80K - $88.2K
|
25.1K
$999K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.76K+ 3.99% |
$54.7K - $60.3K
|
45.8K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.51KNew |
$47K - $51.8K
|
1.51K
$60.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
1.44K+ 10.71% |
$44.7K - $49.3K
|
14.9K
$593K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31K+ 0.15% |
$40.8K - $45K
|
856K
$34.1M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.25K+ 7.83% |
$38.9K - $42.8K
|
17.2K
$686K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.25K+ 7.83% |
$38.9K - $42.8K
|
17.2K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
878+ 0.14% |
$27.3K - $30.1K
|
638K
$25.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
613+ 2.39% |
$19K - $21K
|
26.2K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
192+ 0.87% |
$5.97K - $6.58K
|
22.3K
$888K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
123New |
$3.82K - $4.21K
|
123
$4.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-98- 0.55% |
$3.04K - $3.36K
|
17.8K
$709K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-168- 0.32% |
$5.22K - $5.75K
|
52.9K
$2.11M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-205- 2.1% |
$6.37K - $7.02K
|
9.54K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-232- 1.52% |
$7.21K - $7.95K
|
15.1K
$600K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 3.25% |
$9.32K - $10.3K
|
8.92K
$355K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-344- 9.17% |
$10.7K - $11.8K
|
3.41K
$136K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-750- 1.93% |
$23.3K - $25.7K
|
38.2K
$1.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-932- 5.43% |
$29K - $31.9K
|
16.2K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.62K- 14.16% |
$50.2K - $55.3K
|
9.79K
$390K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.59K- 10.11% |
$80.4K - $88.6K
|
23K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.15K- 23.38% |
$97.8K - $108K
|
10.3K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.43K- 7.47% |
$106K - $117K
|
42.4K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.66K- 82.98% |
$114K - $125K
|
750
$29.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.06K- 20.15% |
$126K - $139K
|
16.1K
$641K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.1K- 6.79% |
$127K - $140K
|
56.3K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.14K- 33.23% |
$129K - $142K
|
8.32K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.56K- 22.7% |
$142K - $156K
|
15.5K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.01K- 54.15% |
$156K - $172K
|
4.24K
$169K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.73K- 27.03% |
$209K - $230K
|
18.2K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.4K- 6.59% |
$354K - $390K
|
161K
$6.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.5K- 13.35% |
$356K - $392K
|
74.4K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 14.81% |
$428K - $472K
|
79.3K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-15.3K- 4.58% |
$476K - $525K
|
319K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.5K- 6.04% |
$514K - $567K
|
257K
$10.3M
|