Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
13K+ 4.54% |
$476K - $524K
|
298K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3K+ 32.06% |
$414K - $456K
|
46.5K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 18.75% |
$41.5K - $45.6K
|
7.15K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
274+ 4.28% |
$10.1K - $11.1K
|
6.67K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.35K - $8.09K
|
200
$7.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
164+ 1.27% |
$6.03K - $6.63K
|
13.1K
$502K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17Closed |
$625 - $687
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-850- 2.29% |
$31.2K - $34.4K
|
36.3K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.32K- 0.26% |
$48.5K - $53.4K
|
514K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.62K- 9.6% |
$59.6K - $65.6K
|
15.3K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-6.87K- 11.75% |
$253K - $278K
|
51.6K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.9K- 83.54% |
$1.13M - $1.25M
|
6.09K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-139K- 69.4% |
$5.11M - $5.62M
|
61.3K
$2.35M
|