Latest Institutional Transactions on Pacer Fds Tr Pacific Asset Flt (FLRT)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Pacific Asset Flt (FLRT) 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.97K+ 22.93% |
$141K - $142K
|
15.9K
$762K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 3.35% |
$1.25M - $1.27M
|
816K
$39M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-43.4K- 35.19% |
$2.06M - $2.08M
|
79.9K
$3.82M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.98K+ 9.71% |
$331K - $334K
|
78.9K
$3.77M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.6K- 26.33% |
$1.74M - $1.75M
|
102K
$4.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 55.03% |
$1.61M - $1.62M
|
27.7K
$1.32M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
476+ 8.3% |
$22.6K - $22.8K
|
6.21K
$297K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 23.88% |
$101K - $102K
|
6.76K
$323K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 4.27% |
$41K - $41.4K
|
21.1K
$1.01M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$47.4 - $47.9
|
4.91K
$235K
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
18.6KNew |
$880K - $889K
|
18.6K
$887K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18.9KNew |
$895K - $903K
|
18.9K
$902K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
37.8K+ 60.13% |
$1.79M - $1.81M
|
101K
$4.81M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-812- 6.12% |
$38.5K - $38.9K
|
12.5K
$595K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.2K+ 38.85% |
$104K - $105K
|
7.86K
$376K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.42K- 25.2% |
$305K - $308K
|
19.1K
$911K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
597New |
$28.3K - $28.6K
|
597
$28.5K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.99KNew |
$331K - $335K
|
6.99K
$334K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
607+ 2.05% |
$28.8K - $29.1K
|
30.2K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
166New |
$7.88K - $7.96K
|
166
$7.93K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.84KNew |
$229K - $232K
|
4.84K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.42K+ 22.21% |
$115K - $116K
|
13.3K
$637K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1KNew |
$99.8K - $101K
|
2.1K
$101K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.2KNew |
$676K - $684K
|
14.2K
$681K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
275+ 5.58% |
$13K - $13.2K
|
5.2K
$249K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-766- 1.94% |
$36.3K - $36.8K
|
38.7K
$1.85M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-294- 18.74% |
$13.9K - $14.1K
|
1.28K
$60.9K
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
315+ 6.04% |
$14.9K - $15.1K
|
5.53K
$264K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.97KNew |
$234K - $237K
|
4.97K
$238K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 119.31% |
$680K - $689K
|
26.5K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.22K- 11.42% |
$293K - $297K
|
48.2K
$2.3M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
260New |
$12.3K - $12.4K
|
260
$12.4K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$9.42K - $9.54K
|
200
$9.56K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.64KNew |
$266K - $269K
|
5.64K
$270K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-414- 99.76% |
$19.5K - $19.8K
|
1
$47.8
|
|
May 09, 2024
Q1 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
10KNew |
$471K - $477K
|
10K
$478K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.4KNew |
$539K - $546K
|
11.4K
$547K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10+ 5.15% |
$471 - $477
|
204
$9.75K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86K+ 15.3% |
$85.8K - $88.5K
|
14K
$670K
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-434- 7.7% |
$20K - $20.6K
|
5.2K
$249K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 25.0% |
$461 - $476
|
50
$2.39K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.4KNew |
$1.08M - $1.1M
|
23.4K
$1.12M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
40.8K+ 22.93% |
$1.88M - $1.92M
|
219K
$10.5M
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.67KNew |
$212K - $215K
|
4.67K
$223K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.37K- 36.04% |
$151K - $155K
|
5.99K
$286K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
329New |
$14.8K - $15.2K
|
329
$15.7K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.21K- 87.32% |
$189K - $194K
|
611
$29.2K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-154- 71.63% |
$6.79K - $7.15K
|
61
$2.92K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.55KClosed |
$248K - $268K
|
0
$0
|