Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
424New |
$29.1K - $31.4K
|
424
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
363+ 17.24% |
$24.9K - $26.9K
|
2.47K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
362+ 0.31% |
$24.8K - $26.8K
|
118K
$8.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
277+ 2.35% |
$19K - $20.5K
|
12.1K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
273+ 2.51% |
$18.7K - $20.2K
|
11.2K
$834K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$18K - $19.4K
|
262
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
240+ 5.24% |
$16.4K - $17.8K
|
4.82K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
233+ 1.01% |
$16K - $17.3K
|
23.2K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
195+ 0.5% |
$13.4K - $14.5K
|
39.4K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64+ 0.54% |
$4.39K - $4.74K
|
12K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
43+ 0.79% |
$2.95K - $3.19K
|
5.52K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 48.1% |
$2.6K - $2.82K
|
117
$8.75K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$2.54K - $2.74K
|
43.1K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 6.26% |
$1.99K - $2.15K
|
492
$36.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1+ 0.03% |
$68.5 - $74.1
|
3.42K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-66- 0.6% |
$4.52K - $4.89K
|
11K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-66- 0.6% |
$4.52K - $4.89K
|
11K
$821K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-115- 0.43% |
$7.88K - $8.52K
|
26.8K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-160- 2.49% |
$11K - $11.9K
|
6.27K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-170- 4.8% |
$11.7K - $12.6K
|
3.37K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-181- 4.18% |
$12.4K - $13.4K
|
4.15K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-213- 1.67% |
$14.6K - $15.8K
|
12.5K
$935K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-260- 7.14% |
$17.8K - $19.3K
|
3.38K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-330- 1.15% |
$22.6K - $24.5K
|
28.4K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-426- 3.57% |
$29.2K - $31.6K
|
11.5K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-500- 0.89% |
$34.3K - $37.1K
|
55.7K
$4.17M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-519- 6.37% |
$35.6K - $38.5K
|
7.63K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-790- 0.27% |
$54.1K - $58.6K
|
294K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 0.37% |
$70.4K - $76.2K
|
274K
$20.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.42K- 16.31% |
$97.2K - $105K
|
7.28K
$544K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.89K- 9.21% |
$129K - $140K
|
18.6K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.99K- 11.61% |
$136K - $148K
|
15.1K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.19K- 7.72% |
$150K - $162K
|
26.2K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.25K- 8.48% |
$154K - $167K
|
24.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.71K- 0.79% |
$186K - $201K
|
340K
$25.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-2.88K- 35.7% |
$198K - $214K
|
5.19K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.04K- 6.94% |
$208K - $225K
|
40.7K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.1K- 42.32% |
$281K - $304K
|
5.59K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.2K- 2.97% |
$288K - $311K
|
137K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 45.08% |
$326K - $352K
|
5.79K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.14K- 20.67% |
$352K - $381K
|
19.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.37K- 49.02% |
$505K - $546K
|
7.66K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.96K- 8.16% |
$545K - $590K
|
89.6K
$6.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.9K- 66.53% |
$746K - $807K
|
5.48K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 4.91% |
$753K - $814K
|
213K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 5.7% |
$757K - $819K
|
183K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-12K- 75.62% |
$820K - $887K
|
3.86K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.1K- 1.1% |
$964K - $1.04M
|
1.26M
$94.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 1.31% |
$1.04M - $1.13M
|
1.15M
$85.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.5K- 18.16% |
$1.27M - $1.37M
|
83.3K
$6.23M
|