Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpliot 100 Et (PTNQ) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPLIOT 100 ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-795- 4.56% |
$38.8K - $43.6K
|
16.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-835- 0.91% |
$40.7K - $45.8K
|
91.4K
$6.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-869- 73.21% |
$42.4K - $47.7K
|
318
$23.8K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-926- 7.51% |
$45.2K - $50.8K
|
11.4K
$853K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.1K- 1.96% |
$53.6K - $60.4K
|
55.1K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 2.68% |
$60.3K - $67.8K
|
44.8K
$3.35M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.39K- 2.75% |
$67.8K - $76.4K
|
49.2K
$3.68M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.42K- 13.27% |
$69K - $77.7K
|
9.25K
$691K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.63K- 22.41% |
$79.2K - $89.2K
|
5.63K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 5.69% |
$86.8K - $97.8K
|
29.5K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.61K- 2.65% |
$127K - $143K
|
95.8K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.15KClosed |
$202K - $228K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.25K- 17.62% |
$207K - $233K
|
19.8K
$1.48M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.83K- 6.53% |
$236K - $265K
|
69.1K
$5.17M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.91K- 6.63% |
$240K - $270K
|
69.1K
$5.17M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.29K- 19.19% |
$258K - $290K
|
22.3K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.65K- 36.85% |
$373K - $420K
|
13.1K
$980K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-10.5K- 14.37% |
$513K - $578K
|
62.7K
$4.69M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-13.1K- 6.03% |
$637K - $717K
|
203K
$15.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.7K- 36.97% |
$1.25M - $1.41M
|
43.9K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.8K- 22.66% |
$1.6M - $1.8M
|
112K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.8K- 11.35% |
$1.89M - $2.13M
|
303K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.6K- 15.98% |
$2.08M - $2.34M
|
224K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.5K- 5.11% |
$2.22M - $2.5M
|
844K
$63.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.6K- 8.26% |
$2.37M - $2.67M
|
540K
$40.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.3K- 7.9% |
$4.16M - $4.68M
|
995K
$74.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-87.1K- 57.83% |
$4.25M - $4.78M
|
63.5K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-104K- 14.74% |
$5.06M - $5.69M
|
600K
$44.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116K- 92.39% |
$5.64M - $6.35M
|
9.52K
$712K
|