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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.11% |
$260 - $272
|
11.3K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.57K+ 2.75% |
$111K - $117K
|
208K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 2.69% |
$22.9K - $24K
|
41.5K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-202- 51.4% |
$4.04K - $4.22K
|
191
$3.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8KNew |
$217K - $227K
|
10.8K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.83K- 29.36% |
$96.5K - $101K
|
11.6K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.4K- 74.95% |
$1.85M - $1.93M
|
30.9K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-51.9K- 18.33% |
$1.04M - $1.08M
|
231K
$4.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 4.14% |
$30.3K - $31.7K
|
35.1K
$708K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.88K- 11.77% |
$37.6K - $39.3K
|
14.1K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 8.48% |
$205K - $214K
|
110K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.2K- 10.31% |
$523K - $547K
|
228K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.26K+ 11.44% |
$105K - $110K
|
51.3K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.31K- 9.38% |
$26.1K - $27.3K
|
12.6K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-681- 21.47% |
$13.6K - $14.2K
|
2.49K
$50.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.97K+ 10.27% |
$59.4K - $62.1K
|
31.9K
$644K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
301KNew |
$6.01M - $6.28M
|
301K
$6.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3.65% |
$29.2K - $30.6K
|
41.5K
$837K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.19% |
$980 - $1.02K
|
4.15K
$83.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-18.6K- 55.16% |
$373K - $390K
|
15.1K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
45KNew |
$901K - $942K
|
45K
$909K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-58.4K- 73.35% |
$1.17M - $1.22M
|
21.2K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.79K+ 6.33% |
$35.7K - $37.3K
|
30K
$605K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.8K- 22.44% |
$671K - $688K
|
117K
$2.36M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.74K- 2.32% |
$34.6K - $35.4K
|
73.1K
$1.48M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 3.85% |
$9.16K - $9.39K
|
11.5K
$233K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 8.22% |
$261K - $267K
|
173K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-780- 53.61% |
$15.5K - $15.9K
|
675
$13.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 0.68% |
$23.6K - $24.1K
|
176K
$3.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$296K - $303K
|
14.9K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 59.95% |
$36.8K - $37.6K
|
4.93K
$99.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-489- 27.49% |
$9.72K - $9.96K
|
1.29K
$26K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.67K+ 1.56% |
$72.9K - $74.7K
|
239K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.43K- 15.58% |
$48.3K - $49.5K
|
13.2K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.86K+ 8.05% |
$136K - $140K
|
92K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.1K+ 11.01% |
$559K - $573K
|
284K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 0.14% |
$13.8K - $14.1K
|
483K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 22.34% |
$1.47M - $1.51M
|
258K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-592- 0.26% |
$11.8K - $12.1K
|
229K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 35.83% |
$221K - $227K
|
19.9K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.69K- 2.84% |
$133K - $136K
|
229K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.98KNew |
$198K - $203K
|
9.98K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.37K- 2.09% |
$27.3K - $27.9K
|
64.1K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
50+ 0.17% |
$994 - $1.02K
|
29.8K
$601K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-108K- 64.39% |
$2.15M - $2.2M
|
59.9K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-369- 2.58% |
$7.34K - $7.51K
|
13.9K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 21.54% |
$517K - $530K
|
94.8K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$20.6K - $21.1K
|
1.04K
$20.9K
|
|