Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 27.69% |
$5.26M - $5.69M
|
789K
$31.4M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.7K+ 42.31% |
$2.11M - $2.29M
|
231K
$9.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.1K+ 692.18% |
$1.39M - $1.5M
|
51.7K
$2.06M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
39.1KNew |
$1.2M - $1.3M
|
39.1K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.2KNew |
$1.17M - $1.27M
|
38.2K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 107.16% |
$973K - $1.05M
|
61.2K
$2.44M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.6K+ 15.25% |
$819K - $887K
|
201K
$8.02M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.6K+ 7.02% |
$603K - $653K
|
299K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.7KNew |
$481K - $521K
|
15.7K
$623K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.4KNew |
$380K - $412K
|
12.4K
$493K
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.56KNew |
$294K - $318K
|
9.56K
$381K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.49KNew |
$199K - $216K
|
6.49K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 61.28% |
$185K - $201K
|
15.9K
$633K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.87K+ 4.38% |
$180K - $195K
|
140K
$5.58M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.35K+ 5.67% |
$165K - $178K
|
99.7K
$3.97M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 41.56% |
$106K - $115K
|
11.8K
$468K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.08K+ 4.24% |
$33.3K - $36.1K
|
26.7K
$1.06M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
975New |
$30K - $32.4K
|
975
$38.8K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
688+ 14.96% |
$21.1K - $22.9K
|
5.29K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
611+ 100.0% |
$18.8K - $20.3K
|
1.22K
$48.7K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
578+ 0.85% |
$17.8K - $19.2K
|
68.4K
$2.72M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
536New |
$16.5K - $17.8K
|
536
$21.3K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
292New |
$8.97K - $9.72K
|
292
$11.6K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 0.17% |
$6.15K - $6.66K
|
118K
$4.71M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117+ 0.54% |
$3.6K - $3.89K
|
21.8K
$870K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
90+ 0.82% |
$2.77K - $3K
|
11.1K
$440K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.46% |
$2.06K - $2.23K
|
14.7K
$587K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
53New |
$1.63K - $1.76K
|
53
$2.11K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$1.04K - $1.13K
|
34
$1.35K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$953 - $1.03K
|
31
$1.23K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$154 - $166
|
12.2K
$484K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.01% |
$123 - $133
|
26.7K
$1.06M
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.84% |
$92.2 - $99.8
|
360
$14.3K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$30.7 - $33.3
|
7.57K
$301K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 27.78% |
$3.84K - $4.16K
|
325
$12.9K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-200- 2.01% |
$6.15K - $6.66K
|
9.74K
$388K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-274- 1.74% |
$8.42K - $9.12K
|
15.5K
$616K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-375- 2.84% |
$11.5K - $12.5K
|
12.8K
$511K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-485- 1.75% |
$14.9K - $16.1K
|
27.3K
$1.09M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-642- 3.37% |
$19.7K - $21.4K
|
18.4K
$734K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-716- 7.53% |
$22K - $23.8K
|
8.8K
$350K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-719- 4.24% |
$22.1K - $23.9K
|
16.2K
$646K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-837- 5.88% |
$25.7K - $27.9K
|
13.4K
$534K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-858- 5.76% |
$26.4K - $28.6K
|
14K
$559K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-880- 8.4% |
$27K - $29.3K
|
9.6K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.16K- 80.97% |
$35.6K - $38.5K
|
272
$10.8K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 0.51% |
$40.2K - $43.5K
|
257K
$10.2M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.34K- 2.52% |
$41.2K - $44.7K
|
51.8K
$2.06M
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.14K- 2.45% |
$65.8K - $71.2K
|
85K
$3.39M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.08K- 35.91% |
$125K - $136K
|
7.28K
$290K
|