Purchases and Sales Made in Q4 2023 in Pacer Fds Tr Lunt Large Cap Mu (PALC)
This table provides information about the institutional ownership of Pacer Fds Tr Lunt Large Cap Mu (PALC) during Q4 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR LUNT LARGE CAP MU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
187KNew |
$6.59M - $7.68M
|
187K
$9.63M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162KNew |
$5.69M - $6.64M
|
162K
$8.32M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85.3K+ 11.32% |
$3M - $3.5M
|
839K
$43.2M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72KNew |
$2.53M - $2.96M
|
72K
$3.7M
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
48.7KNew |
$1.71M - $2M
|
48.7K
$2.5M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.5KNew |
$1.32M - $1.54M
|
37.5K
$1.93M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.4K+ 209.77% |
$963K - $1.12M
|
40.4K
$2.08M
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
26.6K+ 33.67% |
$938K - $1.09M
|
106K
$5.44M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
12.7KNew |
$446K - $520K
|
12.7K
$652K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.99K+ 7.24% |
$352K - $410K
|
148K
$7.62M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.91KNew |
$349K - $407K
|
9.91K
$510K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.24KNew |
$255K - $297K
|
7.24K
$373K
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.44K+ 2.79% |
$227K - $264K
|
237K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.65KNew |
$199K - $232K
|
5.65K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.29K+ 7.99% |
$80.6K - $93.9K
|
30.9K
$1.59M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97K+ 2.53% |
$69.4K - $81K
|
79.9K
$4.11M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.94K+ 85.9% |
$68.4K - $79.8K
|
4.21K
$216K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.62K+ 21.38% |
$56.9K - $66.4K
|
9.18K
$472K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
784New |
$27.6K - $32.2K
|
784
$40.3K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
401+ 0.37% |
$14.1K - $16.5K
|
109K
$5.63M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
180New |
$6.34K - $7.39K
|
180
$9.26K
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
68+ 0.77% |
$2.39K - $2.79K
|
8.86K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
19New |
$669 - $780
|
19
$978
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.13% |
$423 - $493
|
8.96K
$461K
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
7+ 0.08% |
$246 - $287
|
9.02K
$464K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95- 1.74% |
$3.34K - $3.9K
|
5.36K
$276K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276- 0.96% |
$9.72K - $11.3K
|
28.5K
$1.47M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-368- 4.21% |
$13K - $15.1K
|
8.37K
$431K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-571- 6.87% |
$20.1K - $23.4K
|
7.74K
$398K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-684- 82.91% |
$24.1K - $28.1K
|
141
$7.26K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-786- 4.33% |
$27.7K - $32.3K
|
17.3K
$893K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 6.22% |
$49.8K - $58.1K
|
21.3K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.54K- 80.23% |
$54.3K - $63.3K
|
380
$19.6K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.6K- 17.65% |
$56.2K - $65.5K
|
7.45K
$383K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.6K- 12.32% |
$91.5K - $107K
|
18.5K
$952K
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.01K- 1.23% |
$106K - $124K
|
241K
$12.4M
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.09K- 1.41% |
$109K - $127K
|
216K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.49K- 34.26% |
$123K - $143K
|
6.69K
$344K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.76K- 7.23% |
$132K - $154K
|
48.3K
$2.48M
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.85K- 8.26% |
$171K - $199K
|
53.8K
$2.77M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.82K- 25.93% |
$205K - $239K
|
16.6K
$855K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-7.16K- 40.43% |
$252K - $294K
|
10.5K
$543K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.7K- 53.32% |
$552K - $644K
|
13.7K
$707K
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-38.8K- 13.27% |
$1.37M - $1.59M
|
254K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.8K- 24.66% |
$1.44M - $1.67M
|
125K
$6.41M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.8K- 42.67% |
$1.51M - $1.76M
|
57.5K
$2.96M
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-44.5K- 25.37% |
$1.57M - $1.83M
|
131K
$6.74M
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-65.4K- 49.88% |
$2.3M - $2.68M
|
65.7K
$3.38M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.7K- 17.21% |
$2.59M - $3.02M
|
354K
$18.2M
|