Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 37.48% |
$21.7M - $23.8M
|
1.32M
$96.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
332K+ 29.8% |
$20.1M - $22.1M
|
1.45M
$106M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
179KNew |
$10.8M - $11.9M
|
179K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
151KNew |
$9.11M - $10M
|
151K
$11.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 8.88% |
$7.13M - $7.84M
|
1.45M
$106M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101K+ 629.69% |
$6.09M - $6.7M
|
117K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60K+ 25.12% |
$3.63M - $3.99M
|
299K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
58.5K+ 925.63% |
$3.54M - $3.89M
|
64.9K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39K+ 27.45% |
$2.36M - $2.59M
|
181K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
33.6K+ 384.64% |
$2.03M - $2.23M
|
42.3K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.3K+ 4.8% |
$1.89M - $2.08M
|
683K
$50.1M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1KNew |
$1.82M - $2M
|
30.1K
$2.21M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
28.3KNew |
$1.71M - $1.88M
|
28.3K
$2.07M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.1KNew |
$1.7M - $1.87M
|
28.1K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 2.56% |
$1.62M - $1.78M
|
1.07M
$78.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 40.29% |
$1.55M - $1.71M
|
89.5K
$6.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
25.5K+ 39.35% |
$1.54M - $1.69M
|
90.2K
$6.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
24.1KNew |
$1.46M - $1.6M
|
24.1K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
22.1KNew |
$1.33M - $1.47M
|
22.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4K+ 151.52% |
$1.11M - $1.22M
|
30.5K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2K+ 66.45% |
$1.1M - $1.21M
|
45.5K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$890K - $979K
|
14.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 19.48% |
$741K - $815K
|
75.2K
$5.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
10.9K+ 61.24% |
$660K - $725K
|
28.7K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 10.83% |
$630K - $692K
|
107K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$615K - $676K
|
10.2K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.75K+ 63.52% |
$589K - $648K
|
25.1K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
8.89KNew |
$537K - $591K
|
8.89K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.15KNew |
$492K - $542K
|
8.15K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.31K+ 124.94% |
$442K - $486K
|
13.2K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.73KNew |
$407K - $448K
|
6.73K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$386K - $425K
|
6.39K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.52K+ 9.97% |
$334K - $367K
|
60.9K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32K+ 1.56% |
$322K - $354K
|
347K
$25.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.98K+ 51.7% |
$301K - $331K
|
14.6K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.86K+ 221.97% |
$294K - $323K
|
7.05K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.81KNew |
$291K - $320K
|
4.81K
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.75K+ 9.05% |
$287K - $316K
|
57.3K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 10.92% |
$244K - $268K
|
41K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.36KNew |
$203K - $223K
|
3.36K
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.25K+ 4.42% |
$197K - $216K
|
76.8K
$5.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.14KNew |
$190K - $209K
|
3.14K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.94K+ 24.03% |
$178K - $195K
|
15.2K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.14K+ 50.07% |
$130K - $143K
|
6.42K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.1K+ 45.82% |
$127K - $140K
|
6.68K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.64KNew |
$99.2K - $109K
|
1.64K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.62K+ 12.05% |
$97.9K - $108K
|
15.1K
$1.11M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.55K+ 4.53% |
$93.8K - $103K
|
35.8K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.55K+ 4.53% |
$93.8K - $103K
|
35.8K
$2.63M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.55KNew |
$93.7K - $103K
|
1.55K
$114K
|