Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 22.4% |
$12.5M - $13M
|
1.11M
$81.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
201K+ 55.53% |
$12.3M - $12.8M
|
562K
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.2K+ 10.54% |
$5.57M - $5.81M
|
957K
$70.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.8KNew |
$4.7M - $4.89M
|
76.8K
$5.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
64.7KNew |
$3.96M - $4.12M
|
64.7K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
39.6K+ 70.73% |
$2.42M - $2.52M
|
95.6K
$7.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.5K+ 5.08% |
$1.92M - $2.01M
|
652K
$47.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.8K+ 437.5% |
$1.89M - $1.96M
|
37.9K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
26.8KNew |
$1.64M - $1.71M
|
26.8K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 151.76% |
$1.01M - $1.05M
|
27.4K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.1K+ 31.61% |
$924K - $963K
|
62.9K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.6KNew |
$891K - $928K
|
14.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$752K - $784K
|
12.3K
$903K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11.6KNew |
$710K - $740K
|
11.6K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 20.26% |
$657K - $684K
|
63.8K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 32.38% |
$629K - $656K
|
42.1K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 1.94% |
$627K - $653K
|
538K
$39.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.9K+ 123.67% |
$605K - $630K
|
17.9K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.98K+ 2.84% |
$549K - $572K
|
325K
$23.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
8.31K+ 12.74% |
$508K - $529K
|
73.6K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.05K+ 10.88% |
$492K - $513K
|
82K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.67K+ 9.74% |
$408K - $425K
|
75.1K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.65K+ 7.22% |
$406K - $423K
|
98.7K
$7.24M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.85KNew |
$358K - $373K
|
5.85K
$429K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.71KNew |
$349K - $364K
|
5.71K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.12K+ 1.52% |
$313K - $326K
|
341K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.51K+ 344.23% |
$275K - $287K
|
5.82K
$427K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.49KNew |
$274K - $286K
|
4.49K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.28K+ 10.2% |
$262K - $273K
|
46.3K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.91K+ 1.67% |
$239K - $249K
|
239K
$17.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.69K+ 29.98% |
$226K - $235K
|
16K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.67K+ 20.02% |
$225K - $234K
|
22K
$1.62M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.8K+ 8.9% |
$171K - $178K
|
34.3K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.8K+ 8.9% |
$171K - $178K
|
34.3K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.59K+ 26.93% |
$158K - $165K
|
12.2K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.39K+ 5.86% |
$146K - $152K
|
43.2K
$3.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.18K+ 4.34% |
$134K - $139K
|
52.5K
$3.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11KNew |
$129K - $134K
|
2.11K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.63KNew |
$99.5K - $104K
|
1.63K
$119K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 0.84% |
$72.3K - $75.3K
|
142K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 8.23% |
$62.5K - $65.1K
|
13.4K
$986K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
925+ 5.85% |
$56.6K - $58.9K
|
16.8K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
751New |
$45.9K - $47.8K
|
751
$55.1K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
723+ 18.94% |
$44.2K - $46K
|
4.54K
$333K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 19.37% |
$39.4K - $41K
|
3.97K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
578+ 17.78% |
$35.3K - $36.8K
|
3.83K
$281K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
347+ 3.74% |
$21.2K - $22.1K
|
9.63K
$706K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
278+ 0.09% |
$17K - $17.7K
|
296K
$21.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
271+ 1.86% |
$16.6K - $17.3K
|
14.8K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
247+ 2.08% |
$15.1K - $15.7K
|
12.1K
$889K
|