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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
158+ 0.74% |
$9.66K - $10.1K
|
21.5K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
110New |
$6.73K - $7.01K
|
110
$8.22K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 0.26% |
$1.96K - $2.04K
|
12.3K
$920K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.85% |
$550 - $573
|
1.07K
$80.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-100- 1.76% |
$6.11K - $6.37K
|
5.58K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-103- 0.11% |
$6.3K - $6.56K
|
90.4K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-115- 72.33% |
$7.03K - $7.32K
|
44
$3.29K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-120- 0.85% |
$7.34K - $7.64K
|
13.9K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-156- 0.55% |
$9.54K - $9.94K
|
28.2K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-184- 1.49% |
$11.2K - $11.7K
|
12.2K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-325- 0.23% |
$19.9K - $20.7K
|
141K
$10.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-440- 9.32% |
$26.9K - $28K
|
4.28K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-440- 2.51% |
$26.9K - $28K
|
17.1K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-444- 3.17% |
$27.1K - $28.3K
|
13.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-507- 3.43% |
$31K - $32.3K
|
14.3K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-601- 0.61% |
$36.7K - $38.3K
|
97.6K
$7.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-682- 2.4% |
$41.7K - $43.4K
|
27.7K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-709- 37.14% |
$43.3K - $45.2K
|
1.2K
$89.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 3.79% |
$133K - $139K
|
55.4K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.75K- 6.92% |
$168K - $175K
|
37K
$2.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.05K- 36.26% |
$186K - $194K
|
5.36K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.28K- 45.49% |
$323K - $336K
|
6.32K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.19K- 2.1% |
$378K - $394K
|
288K
$21.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.85K- 61.43% |
$419K - $436K
|
4.3K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.8K- 4.97% |
$538K - $560K
|
168K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.15K- 7.89% |
$559K - $583K
|
107K
$7.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.3K- 54.19% |
$632K - $658K
|
8.73K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 45.16% |
$773K - $805K
|
15.3K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.5K- 11.86% |
$1.13M - $1.18M
|
137K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.2K- 19.44% |
$1.42M - $1.48M
|
96.2K
$7.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-33.8K- 65.49% |
$2.07M - $2.15M
|
17.8K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-149K- 92.64% |
$9.09M - $9.47M
|
11.8K
$883K
|