Purchases and Sales Made in Q1 2024 in Pacer Lunt Large Cap Altenator (ALTL)
This table provides information about the institutional ownership of Pacer Lunt Large Cap Altenator (ALTL) during Q1 2024. The information is specifically focused on institutions that hold shares of PACER LUNT LARGE CAP ALTENATOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.1K- 79.45% |
$953K - $1.02M
|
7.54K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.5K- 6.3% |
$1.13M - $1.21M
|
514K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-35.8K- 16.28% |
$1.17M - $1.26M
|
184K
$6.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36K- 19.68% |
$1.18M - $1.26M
|
147K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-47K- 41.65% |
$1.54M - $1.65M
|
65.8K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47.8K- 12.26% |
$1.56M - $1.67M
|
342K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.5K- 12.66% |
$1.62M - $1.73M
|
341K
$12.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.5K- 12.66% |
$1.62M - $1.73M
|
341K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-52.3K- 99.8% |
$1.71M - $1.83M
|
107
$4.01K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-128K- 67.19% |
$4.19M - $4.49M
|
62.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-201K- 51.1% |
$6.58M - $7.05M
|
193K
$7.22M
|