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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-139- 2.72% |
$2.74K - $2.78K
|
4.96K
$96.9K
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99K- 3.18% |
$58.9K - $59.7K
|
91K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.49K- 4.35% |
$128K - $130K
|
143K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$199K - $202K
|
10.1K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81K- 39.22% |
$1.59M - $1.62M
|
125K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.99KNew |
$98.1K - $99.6K
|
4.99K
$97.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.94K- 3.36% |
$196K - $199K
|
286K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 45.43% |
$526K - $533K
|
85.5K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
244New |
$4.8K - $4.87K
|
244
$4.76K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.16K+ 2.25% |
$81.9K - $83.1K
|
189K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.5K+ 6.23% |
$285K - $289K
|
247K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.35K- 23.95% |
$65.8K - $66.8K
|
10.6K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.2K- 3.54% |
$43.3K - $44K
|
60K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.03K- 3.04% |
$20.2K - $20.5K
|
32.7K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.78K+ 3.83% |
$192K - $195K
|
265K
$5.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 65.49% |
$262K - $266K
|
33.7K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
550+ 11.15% |
$10.8K - $11K
|
5.48K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.1K- 36.16% |
$100K - $102K
|
9K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 6.17% |
$534K - $542K
|
413K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.53K- 33.58% |
$128K - $130K
|
12.9K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
34.8K+ 11.1% |
$684K - $694K
|
348K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$59 - $59.9
|
1.56K
$30.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.43K+ 14.28% |
$107K - $108K
|
43.4K
$847K
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
12.1K+ 3.6% |
$238K - $241K
|
348K
$6.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 12.45% |
$54.5K - $55.3K
|
19.5K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
904New |
$17.8K - $18.1K
|
904
$17.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.37K- 9.19% |
$85.9K - $87.2K
|
43.1K
$842K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 0.85% |
$7.69K - $7.81K
|
45.6K
$891K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 7.52% |
$53.5K - $54.3K
|
33.4K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
433+ 3.73% |
$8.52K - $8.65K
|
12K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-886- 3.54% |
$17.4K - $17.7K
|
24.1K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
801+ 1.56% |
$15.8K - $16K
|
52.2K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.71K- 7.56% |
$33.7K - $34.2K
|
20.9K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.8K- 37.85% |
$292K - $296K
|
24.4K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
32KNew |
$629K - $638K
|
32K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.55% |
$4.8K - $4.87K
|
44.4K
$867K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12K+ 2.11% |
$235K - $239K
|
578K
$11.3M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 3.51% |
$53.3K - $55.2K
|
75.4K
$1.47M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
910+ 16.96% |
$17.7K - $18.3K
|
6.28K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 34.83% |
$33.5K - $34.7K
|
3.22K
$62.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$19.4 - $20.1
|
1.55K
$30.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$318K - $329K
|
16.4K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8KNew |
$1.03M - $1.06M
|
52.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.45K- 3.7% |
$47.5K - $49.3K
|
63.6K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
88+ 0.81% |
$1.71K - $1.77K
|
10.9K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-488K- 89.35% |
$9.49M - $9.83M
|
58.2K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-191- 1.64% |
$3.71K - $3.84K
|
11.5K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 4.43% |
$49K - $50.8K
|
54.4K
$1.06M
|
|