Purchases and Sales Made in Q3 2023 in Pacer Fds Tr Metaurus Us Large (QDPL)
This table provides information about the institutional ownership of Pacer Fds Tr Metaurus Us Large (QDPL) during Q3 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR METAURUS US LARGE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
174K+ 37.43% |
$5.31M - $5.73M
|
641K
$24.4M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 66.94% |
$5.02M - $5.42M
|
412K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.7K+ 149.0% |
$1.33M - $1.44M
|
73.1K
$2.78M
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
43.1K+ 74.41% |
$1.31M - $1.41M
|
101K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.7KNew |
$1.21M - $1.3M
|
39.7K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.9KNew |
$970K - $1.05M
|
31.9K
$1.21M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.9K+ 23.97% |
$910K - $983K
|
155K
$5.9M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6KNew |
$506K - $547K
|
16.6K
$634K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14K+ 39.79% |
$427K - $461K
|
49.3K
$1.88M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 10.81% |
$415K - $448K
|
140K
$5.32M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2KNew |
$401K - $433K
|
13.2K
$503K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 118.84% |
$317K - $342K
|
19.2K
$730K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 35.49% |
$308K - $332K
|
38.6K
$1.47M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.53KNew |
$259K - $280K
|
8.53K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.29KNew |
$252K - $272K
|
8.29K
$316K
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
7K+ 14.85% |
$213K - $230K
|
54.2K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.08K+ 23.85% |
$154K - $167K
|
26.4K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.19K+ 14.52% |
$127K - $138K
|
33K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 11.97% |
$127K - $137K
|
38.9K
$1.48M
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.74K+ 40.89% |
$114K - $123K
|
12.9K
$491K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.87K+ 13.42% |
$56.9K - $61.4K
|
15.8K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.74K+ 44.21% |
$52.8K - $57K
|
5.67K
$216K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.17KNew |
$35.7K - $38.5K
|
1.17K
$44.7K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
632+ 3.43% |
$19.2K - $20.8K
|
19.1K
$726K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
615New |
$18.7K - $20.2K
|
615
$23.4K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600New |
$18.3K - $19.7K
|
600
$22.9K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380+ 3.56% |
$11.6K - $12.5K
|
11.1K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
142+ 0.13% |
$4.32K - $4.66K
|
105K
$4.02M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
86+ 0.06% |
$2.62K - $2.82K
|
147K
$5.62M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
30+ 0.4% |
$913 - $985
|
7.44K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$243 - $263
|
8
$305
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$183 - $197
|
6
$229
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-325- 2.17% |
$9.89K - $10.7K
|
14.6K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-679- 3.17% |
$20.7K - $22.3K
|
20.7K
$790K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.08K- 10.02% |
$32.7K - $35.3K
|
9.66K
$368K
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-4.67K- 4.12% |
$142K - $153K
|
109K
$4.14M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-8.56K- 8.63% |
$260K - $281K
|
90.6K
$3.45M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-15.7K- 1.31% |
$479K - $517K
|
1.18M
$45M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-24.8K- 72.43% |
$755K - $815K
|
9.45K
$360K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.5K- 47.14% |
$2.54M - $2.74M
|
93.7K
$3.57M
|