Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180K+ 28.06% |
$5.27M - $6.04M
|
820K
$31.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130K+ 406.25% |
$3.79M - $4.35M
|
161K
$6.15M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126KNew |
$3.68M - $4.22M
|
126K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
81K+ 208.16% |
$2.37M - $2.72M
|
120K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.7K+ 817.43% |
$1.99M - $2.28M
|
76K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.6KNew |
$1.13M - $1.3M
|
38.6K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.2KNew |
$1.03M - $1.18M
|
35.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
33.7KNew |
$988K - $1.13M
|
33.7K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.9K+ 7.98% |
$963K - $1.1M
|
445K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.4K+ 230.45% |
$891K - $1.02M
|
43.6K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 16.77% |
$761K - $872K
|
181K
$6.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
21.3KNew |
$624K - $716K
|
21.3K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$540K - $619K
|
18.4K
$702K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15KNew |
$438K - $503K
|
15K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3KNew |
$419K - $480K
|
14.3K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.59% |
$393K - $450K
|
153K
$5.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 64.88% |
$364K - $418K
|
31.6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 27.73% |
$323K - $370K
|
50.7K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
8.85K+ 8.14% |
$259K - $297K
|
117K
$4.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.63K+ 41.63% |
$253K - $290K
|
29.3K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.82K+ 82.72% |
$229K - $263K
|
17.3K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.32K+ 10.02% |
$215K - $246K
|
80.4K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.03KNew |
$206K - $236K
|
7.03K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.79K+ 52.65% |
$199K - $228K
|
19.7K
$749K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.78KNew |
$199K - $228K
|
6.78K
$258K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35K+ 10.86% |
$157K - $180K
|
54.6K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
4.49K+ 0.38% |
$131K - $151K
|
1.19M
$45.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.34K+ 211.71% |
$127K - $146K
|
6.39K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 2.89% |
$89.2K - $102K
|
108K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.72K+ 31.84% |
$79.5K - $91.2K
|
11.2K
$428K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.02K+ 2.22% |
$59.1K - $67.7K
|
92.6K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.8K+ 3.32% |
$52.7K - $60.5K
|
56K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
795+ 2.41% |
$23.3K - $26.7K
|
33.8K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
575+ 2.18% |
$16.8K - $19.3K
|
26.9K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
347+ 0.34% |
$10.2K - $11.7K
|
101K
$3.86M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
30+ 0.4% |
$879 - $1.01K
|
7.47K
$285K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$29.3 - $33.6
|
1
$38.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7- 87.5% |
$205 - $235
|
1
$38.1
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-440- 2.78% |
$12.9K - $14.8K
|
15.4K
$585K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.19K- 12.3% |
$34.8K - $39.9K
|
8.47K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.6K- 28.29% |
$47K - $53.9K
|
4.06K
$155K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.38K- 48.61% |
$157K - $181K
|
5.68K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.97K- 9.57% |
$263K - $301K
|
84.7K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.96K- 52.26% |
$292K - $335K
|
9.1K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.3K- 52.6% |
$595K - $682K
|
18.3K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-75.2K- 51.02% |
$2.2M - $2.53M
|
72.2K
$2.75M
|