Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
332K+ 589.8% |
$21.3M - $22.9M
|
388K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
90.7K+ 221.13% |
$5.82M - $6.24M
|
132K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.7K+ 6.86% |
$4.73M - $5.07M
|
1.15M
$84.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72.9KNew |
$4.68M - $5.02M
|
72.9K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 44.98% |
$3.99M - $4.28M
|
200K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.2K+ 36.4% |
$1.94M - $2.08M
|
113K
$8.31M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 2.25% |
$1.92M - $2.06M
|
1.36M
$99.6M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.9K+ 640.75% |
$1.66M - $1.78M
|
29.9K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 10.75% |
$1.25M - $1.34M
|
200K
$14.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18K+ 18.37% |
$1.16M - $1.24M
|
116K
$8.53M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 27.86% |
$1.09M - $1.17M
|
77.9K
$5.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 5.43% |
$1.06M - $1.13M
|
320K
$23.5M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
16.5K+ 68.34% |
$1.06M - $1.13M
|
40.6K
$2.98M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 12.75% |
$955K - $1.02M
|
132K
$9.65M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14K+ 48.95% |
$901K - $967K
|
42.7K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$892K - $957K
|
13.9K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.8KNew |
$887K - $952K
|
13.8K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 17.66% |
$852K - $914K
|
88.4K
$6.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3K+ 34.26% |
$788K - $845K
|
48.1K
$3.53M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.89K+ 146.94% |
$635K - $681K
|
16.6K
$1.22M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.86K+ 84.79% |
$633K - $679K
|
21.5K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.66K+ 43.76% |
$620K - $665K
|
31.7K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.99K+ 134.28% |
$513K - $550K
|
13.9K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.34K+ 2.54% |
$471K - $506K
|
297K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.02K+ 7.84% |
$450K - $483K
|
96.5K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.65K+ 197.98% |
$427K - $458K
|
10K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.36K+ 20.89% |
$409K - $438K
|
36.8K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6.22KNew |
$399K - $428K
|
6.22K
$456K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
5.35K+ 41.39% |
$344K - $369K
|
18.3K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.11K+ 34.69% |
$328K - $352K
|
19.8K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.94KNew |
$317K - $340K
|
4.94K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.55K+ 4.97% |
$292K - $313K
|
96.1K
$7.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
4.52K+ 50.82% |
$290K - $311K
|
13.4K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.22K+ 66.0% |
$271K - $291K
|
10.6K
$779K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.13K+ 23.01% |
$265K - $285K
|
22.1K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.03K+ 83.72% |
$259K - $277K
|
8.84K
$649K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.9KNew |
$250K - $268K
|
3.9K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.87KNew |
$248K - $266K
|
3.87K
$284K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.79KNew |
$243K - $261K
|
3.79K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 3.59% |
$236K - $253K
|
106K
$7.77M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.48K+ 1.0% |
$224K - $240K
|
350K
$25.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.45K+ 22.75% |
$221K - $237K
|
18.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.45KNew |
$221K - $237K
|
3.45K
$253K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.29KNew |
$211K - $227K
|
3.29K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.1KNew |
$199K - $213K
|
3.1K
$227K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3KNew |
$193K - $207K
|
3K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 8.51% |
$188K - $201K
|
37.3K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.91K+ 19.32% |
$187K - $200K
|
18K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 9.3% |
$150K - $161K
|
27.4K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.17K+ 721.67% |
$139K - $149K
|
2.47K
$181K
|