Latest Institutional Transactions on Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot U S Bo (PTBD) 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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.79K- 34.16% |
$55.6K - $56.8K
|
5.37K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-973- 1.23% |
$19.4K - $19.8K
|
78.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 14.08% |
$323K - $330K
|
98.7K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 1.34% |
$44.6K - $45.6K
|
169K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.19% |
$59.9 - $61.2
|
1.55K
$30.1K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-377- 2.52% |
$7.52K - $7.69K
|
14.6K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$356K - $364K
|
17.8K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5K- 2.6% |
$99.8K - $102K
|
187K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-213- 0.61% |
$4.25K - $4.35K
|
34.8K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 82.73% |
$2.22M - $2.27M
|
23.3K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
583New |
$11.6K - $11.9K
|
583
$11.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.4K- 18.38% |
$987K - $1.01M
|
219K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.53K- 9.67% |
$70.5K - $72K
|
33K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.5K+ 3.63% |
$130K - $133K
|
185K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-405- 0.13% |
$8.08K - $8.26K
|
308K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.53K- 31.73% |
$190K - $194K
|
20.5K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 42.13% |
$22.5K - $23K
|
1.55K
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 4795.05% |
$96.7K - $98.8K
|
4.94K
$96.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.87K- 11.37% |
$57.2K - $58.5K
|
22.4K
$434K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.05K+ 1.62% |
$21K - $21.5K
|
66.1K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81New |
$1.62K - $1.65K
|
81
$1.57K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.8K+ 1.73% |
$75.8K - $77.5K
|
223K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 5.03% |
$42K - $42.9K
|
39.7K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135K+ 2098.99% |
$2.7M - $2.76M
|
142K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 4.63% |
$445K - $455K
|
504K
$9.78M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
103K+ 23.14% |
$2.05M - $2.1M
|
547K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.93KNew |
$178K - $182K
|
8.93K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.82K+ 3.15% |
$156K - $159K
|
256K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
46.1K+ 8.61% |
$919K - $939K
|
581K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140K- 59.87% |
$2.8M - $2.86M
|
94K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 12.33% |
$125K - $127K
|
56.9K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 5.6% |
$39.9K - $40.7K
|
37.7K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-11.5K- 36.81% |
$230K - $235K
|
19.7K
$384K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
120K+ 58.06% |
$2.4M - $2.45M
|
328K
$6.36M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$216K - $221K
|
10.8K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-250- 1.99% |
$4.99K - $5.1K
|
12.3K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 7.06% |
$38.7K - $39.5K
|
25.5K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.02% |
$39.9 - $40.8
|
11.5K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.6K- 16.03% |
$132K - $135K
|
34.6K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-612- 2.39% |
$12.2K - $12.5K
|
25K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
742New |
$14.8K - $15.1K
|
742
$14.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.2K+ 4.38% |
$203K - $208K
|
243K
$4.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.12% |
$1.02K - $1.04K
|
42K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 3.23% |
$23.1K - $23.6K
|
34.8K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.14% |
$4.89K - $5K
|
11.7K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 2.83% |
$26.5K - $27.1K
|
48.2K
$936K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.22K- 21.8% |
$124K - $127K
|
22.3K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-250- 1.99% |
$4.99K - $5.1K
|
12.3K
$240K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1KNew |
$1.58M - $1.64M
|
79.1K
$1.54M
|
|