Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-762- 1.48% |
$37K - $39.4K
|
50.6K
$3.78M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-830- 5.3% |
$40.4K - $42.9K
|
14.8K
$1.11M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-967- 6.42% |
$47K - $50K
|
14.1K
$1.05M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-990- 1.46% |
$48.1K - $51.2K
|
66.7K
$4.98M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.04K- 6.78% |
$50.7K - $53.9K
|
14.3K
$1.07M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.06K- 3.32% |
$51.4K - $54.7K
|
30.8K
$2.3M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.1K- 6.4% |
$53.5K - $56.9K
|
16.1K
$1.2M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 2.55% |
$58.5K - $62.3K
|
46K
$3.44M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.38K- 9.99% |
$67.1K - $71.4K
|
12.4K
$929K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 1.61% |
$77.4K - $82.3K
|
97.1K
$7.25M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.48K- 15.65% |
$121K - $128K
|
13.4K
$1M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 31.68% |
$163K - $174K
|
7.25K
$542K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-4.08K- 4.24% |
$199K - $211K
|
92.2K
$6.89M
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-7.61K- 9.42% |
$370K - $394K
|
73.2K
$5.47M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-8.08K- 19.78% |
$393K - $418K
|
32.8K
$2.45M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 2.66% |
$782K - $833K
|
588K
$44M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18K- 6.06% |
$874K - $930K
|
279K
$20.8M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 41.09% |
$935K - $995K
|
27.6K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-20.3K- 49.01% |
$988K - $1.05M
|
21.1K
$1.58M
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-21.2K- 8.93% |
$1.03M - $1.1M
|
217K
$16.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.4K- 12.87% |
$1.04M - $1.11M
|
145K
$10.8M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 2.01% |
$1.08M - $1.15M
|
1.08M
$80.8M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 81.7% |
$1.16M - $1.23M
|
5.33K
$398K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.3K- 50.92% |
$1.62M - $1.72M
|
32.1K
$2.4M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-131K- 46.53% |
$6.37M - $6.78M
|
151K
$11.3M
|