Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
378KNew |
$11.5M - $12.8M
|
378K
$15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
161K+ 788.5% |
$4.92M - $5.46M
|
182K
$7.24M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 12.97% |
$3.11M - $3.44M
|
887K
$35.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.7KNew |
$1.73M - $1.92M
|
56.7K
$2.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
37.1K+ 124.45% |
$1.13M - $1.25M
|
66.9K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.2KNew |
$981K - $1.09M
|
32.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.3K+ 3.65% |
$954K - $1.06M
|
887K
$35.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.1KNew |
$705K - $781K
|
23.1K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9KNew |
$575K - $638K
|
18.9K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.1KNew |
$338K - $374K
|
11.1K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.24KNew |
$190K - $211K
|
6.24K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.1K+ 42.89% |
$125K - $139K
|
13.7K
$544K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 7.11% |
$56.9K - $63K
|
28.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.6K+ 16.34% |
$48.8K - $54.1K
|
11.4K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.48KNew |
$45K - $49.9K
|
1.48K
$58.8K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$37.9K - $42.1K
|
1.24K
$49.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$30.5K - $33.8K
|
1K
$39.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
540+ 6.49% |
$16.5K - $18.3K
|
8.86K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
393+ 16.53% |
$12K - $13.3K
|
2.77K
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 3.63% |
$11.4K - $12.7K
|
10.7K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 1.85% |
$9.18K - $10.2K
|
16.5K
$658K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$4.58K - $5.07K
|
150
$5.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
70+ 0.39% |
$2.14K - $2.37K
|
17.9K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70+ 0.31% |
$2.14K - $2.37K
|
22.4K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$610 - $676
|
20
$796
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-30- 0.31% |
$915 - $1.01K
|
9.51K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-96- 3.31% |
$2.93K - $3.25K
|
2.81K
$112K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-197- 1.14% |
$6.01K - $6.66K
|
17K
$678K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-197- 1.14% |
$6.01K - $6.66K
|
17K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-430- 6.59% |
$13.1K - $14.5K
|
6.1K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-435- 0.58% |
$13.3K - $14.7K
|
74K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-864- 2.26% |
$26.4K - $29.2K
|
37.3K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-966- 1.83% |
$29.5K - $32.7K
|
51.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1K- 35.12% |
$30.6K - $33.9K
|
1.85K
$73.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.15K- 33.74% |
$35.1K - $38.9K
|
2.26K
$89.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.16K- 7.7% |
$35.4K - $39.3K
|
13.9K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 0.83% |
$45.7K - $50.6K
|
178K
$7.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.56K- 2.78% |
$47.7K - $52.9K
|
54.8K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.69K- 3.69% |
$51.6K - $57.2K
|
44.1K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.81K- 1.97% |
$55.3K - $61.3K
|
90K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.39K- 0.38% |
$73K - $80.9K
|
636K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.72K- 4.1% |
$83K - $92K
|
63.7K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.39K- 19.08% |
$134K - $148K
|
18.6K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 1.59% |
$148K - $164K
|
300K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.97K- 3.08% |
$152K - $168K
|
157K
$6.23M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6K- 36.98% |
$183K - $203K
|
10.2K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-6.79K- 45.63% |
$207K - $230K
|
8.09K
$322K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.8K- 2.12% |
$207K - $230K
|
313K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.13K- 44.31% |
$217K - $241K
|
8.96K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.91K- 18.67% |
$272K - $301K
|
38.8K
$1.54M
|