Latest Institutional Transactions on Pacer Lunt Large Cap Altenator (ALTL)
This table provides information on the latest institutional transactions involving Pacer Lunt Large Cap Altenator (ALTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-115- 1.96% |
$4.1K - $4.8K
|
5.76K
$227K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-96.5K- 34.42% |
$3.44M - $4.03M
|
184K
$7.24M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.46K- 5.95% |
$159K - $186K
|
70.5K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.68K+ 2043.9% |
$59.8K - $70K
|
1.76K
$69.3K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 88.46% |
$99.8K - $117K
|
365
$14.4K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-19.6K- 66.27% |
$700K - $819K
|
9.99K
$393K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
427New |
$15.2K - $17.8K
|
427
$16.8K
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.6K+ 57.59% |
$985K - $1.15M
|
75.5K
$2.98M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.47K+ 54.12% |
$159K - $187K
|
12.7K
$501K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.6K+ 49.14% |
$771K - $902K
|
65.6K
$2.58M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.71KNew |
$347K - $406K
|
9.71K
$383K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$3.21K - $3.76K
|
90
$3.55K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-344K- 99.77% |
$12.3M - $14.4M
|
794
$31.3K
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
12.4K+ 11.82% |
$443K - $519K
|
118K
$4.63M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.2K- 60.88% |
$686K - $803K
|
12.4K
$487K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-42- 0.81% |
$1.5K - $1.75K
|
5.14K
$202K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5K+ 100.0% |
$178K - $209K
|
9.99K
$394K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.53K+ 111.24% |
$229K - $271K
|
12.4K
$489K
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
8.57K+ 95177.78% |
$301K - $356K
|
8.58K
$338K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
400New |
$14K - $16.6K
|
400
$15.8K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$677K - $801K
|
19.3K
$760K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-222- 2.91% |
$7.79K - $9.22K
|
7.41K
$292K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54+ 0.19% |
$1.9K - $2.24K
|
28.9K
$1.14M
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.4K- 11.94% |
$576K - $682K
|
121K
$4.77M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
350New |
$12.3K - $14.5K
|
350
$13.8K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.95KNew |
$209K - $247K
|
5.95K
$235K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.69K- 10.27% |
$200K - $236K
|
49.8K
$1.96M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
141New |
$4.95K - $5.85K
|
141
$5.56K
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
26+ 0.41% |
$913 - $1.08K
|
6.42K
$253K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44.1KNew |
$1.55M - $1.83M
|
44.1K
$1.74M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.26K+ 13.7% |
$45.1K - $56.9K
|
10.5K
$412K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.1K+ 1.16% |
$39.4K - $49.7K
|
95.8K
$3.77M
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
13.2KNew |
$473K - $596K
|
13.2K
$520K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 8.45% |
$10.7K - $13.6K
|
3.25K
$128K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.9K- 9.15% |
$104K - $131K
|
28.8K
$1.14M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-932- 14.89% |
$33.4K - $42.1K
|
5.33K
$210K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
480New |
$17.2K - $21.7K
|
480
$18.9K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.05KNew |
$37.6K - $47.4K
|
1.05K
$41.4K
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-298- 0.97% |
$10.7K - $13.5K
|
30.3K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.9K+ 0.96% |
$67.9K - $85.6K
|
199K
$7.84M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.69KNew |
$65.2K - $77.2K
|
1.69K
$66.4K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-486Closed |
$18.8K - $22.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1KNew |
$470K - $556K
|
12.1K
$478K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.87KClosed |
$343K - $407K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
63.2KNew |
$2.45M - $2.9M
|
63.2K
$2.49M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
210KNew |
$8.12M - $9.62M
|
210K
$8.27M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.41KClosed |
$325K - $385K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1KNew |
$38.8K - $46K
|
1K
$39.6K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
7.68KNew |
$297K - $352K
|
7.68K
$302K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49KNew |
$57.7K - $68.3K
|
1.49K
$58.7K
|