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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 3422.73% |
$91.1K - $100K
|
1.55K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.13K+ 1.25% |
$68.3K - $75.1K
|
91.6K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 0.74% |
$61K - $67.1K
|
138K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
983+ 1.2% |
$59.4K - $65.4K
|
83K
$6.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
921New |
$55.7K - $61.2K
|
921
$68.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
618+ 0.63% |
$37.4K - $41.1K
|
98.2K
$7.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
550+ 9.86% |
$33.3K - $36.6K
|
6.13K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
419+ 0.91% |
$25.3K - $27.9K
|
46.7K
$3.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
311+ 2.53% |
$18.8K - $20.7K
|
12.6K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
311+ 2.53% |
$18.8K - $20.7K
|
12.6K
$943K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$18.1K - $20K
|
300
$22.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
208New |
$12.6K - $13.8K
|
208
$15.5K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
200+ 2.41% |
$12.1K - $13.3K
|
8.5K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
162New |
$9.79K - $10.8K
|
162
$12.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73New |
$4.41K - $4.85K
|
73
$5.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.34% |
$3.69K - $4.06K
|
18K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$2.6K - $2.86K
|
43
$3.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37New |
$2.24K - $2.46K
|
37
$2.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29+ 0.24% |
$1.75K - $1.93K
|
12.2K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11+ 2.87% |
$665 - $732
|
394
$29.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.56% |
$363 - $399
|
1.08K
$80.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$60.5 - $66.5
|
319
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-67- 1.25% |
$4.05K - $4.46K
|
5.29K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-159- 1.07% |
$9.61K - $10.6K
|
14.7K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-207- 0.49% |
$12.5K - $13.8K
|
41.9K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-240- 2.16% |
$14.5K - $16K
|
10.9K
$813K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-291- 2.09% |
$17.6K - $19.4K
|
13.7K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-469- 5.62% |
$28.4K - $31.2K
|
7.87K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-504- 11.1% |
$30.5K - $33.5K
|
4.04K
$302K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-547- 1.7% |
$33.1K - $36.4K
|
31.6K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-549- 0.57% |
$33.2K - $36.5K
|
95.1K
$7.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-835- 3.12% |
$50.5K - $55.5K
|
25.9K
$1.94M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.04K- 72.43% |
$62.6K - $68.8K
|
394
$29.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.29K- 28.77% |
$78.1K - $85.9K
|
3.2K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.7K- 6.11% |
$103K - $113K
|
26K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.72K- 29.51% |
$104K - $114K
|
4.1K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.76K- 10.34% |
$107K - $117K
|
15.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.76K- 18.65% |
$167K - $184K
|
12K
$901K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.82K- 22.78% |
$231K - $254K
|
12.9K
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.63K- 4.34% |
$280K - $308K
|
102K
$7.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.37K- 2.16% |
$385K - $424K
|
289K
$21.6M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-6.95K- 58.85% |
$420K - $462K
|
4.86K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.09K- 25.16% |
$429K - $471K
|
21.1K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.24K- 9.43% |
$438K - $482K
|
69.6K
$5.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.62K- 56.16% |
$461K - $507K
|
5.95K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.19K- 21.61% |
$495K - $545K
|
29.7K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.84K- 20.44% |
$534K - $588K
|
34.4K
$2.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.05K- 5.38% |
$547K - $602K
|
159K
$11.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.86K- 45.88% |
$596K - $655K
|
11.6K
$869K
|