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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
97+ 0.86% |
$1.94K - $2.01K
|
11.4K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-500- 48.22% |
$10K - $10.4K
|
537
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.56K- 13.41% |
$111K - $115K
|
35.9K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$215K - $223K
|
10.8K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
305+ 24.54% |
$6.1K - $6.31K
|
1.55K
$31.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
101New |
$2.02K - $2.09K
|
101
$2.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.36K- 7.44% |
$127K - $132K
|
79.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 10.72% |
$276K - $285K
|
115K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 115.61% |
$28.7K - $29.7K
|
2.68K
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1KNew |
$1.58M - $1.64M
|
79.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 325.92% |
$2.06M - $2.13M
|
135K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.85K- 91.35% |
$57K - $59.1K
|
270
$5.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.22K- 1.83% |
$24.3K - $25.2K
|
65K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 14.6% |
$568K - $589K
|
166K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.91K- 11.33% |
$38.2K - $39.5K
|
14.9K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-439- 1.71% |
$8.78K - $9.09K
|
25.2K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 200.63% |
$3.13M - $3.24M
|
234K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
219New |
$4.38K - $4.53K
|
219
$4.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 11.27% |
$544K - $564K
|
269K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.8K- 30.19% |
$356K - $369K
|
41.2K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$266K - $275K
|
13.3K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.6K- 9.69% |
$1.03M - $1.07M
|
481K
$9.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.47K- 18.46% |
$189K - $196K
|
41.8K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21K- 9.84% |
$420K - $435K
|
192K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.79K- 21.75% |
$35.8K - $37K
|
6.44K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24.1K+ 11.58% |
$483K - $500K
|
233K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.2% |
$500 - $518
|
12.6K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-251- 0.83% |
$5.02K - $5.2K
|
30K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 0.61% |
$26.4K - $27.3K
|
219K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
143K+ 47.72% |
$2.87M - $2.97M
|
444K
$9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.78K- 13.31% |
$156K - $161K
|
50.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140- 14.45% |
$2.8K - $2.9K
|
829
$16.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-5.07K- 33.46% |
$101K - $105K
|
10.1K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 482.52% |
$604K - $626K
|
36.5K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
308KNew |
$6.16M - $6.38M
|
308K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 4.92% |
$233K - $241K
|
248K
$5.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-372- 49.87% |
$7.44K - $7.7K
|
374
$7.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-700- 2.66% |
$14K - $14.5K
|
25.6K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.38K+ 2.09% |
$87.6K - $90.7K
|
214K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-330- 2.8% |
$6.6K - $6.83K
|
11.5K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
569+ 1.62% |
$11.4K - $11.8K
|
35.7K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.7K- 65.04% |
$54K - $55.9K
|
1.45K
$29.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.27K- 91.01% |
$45.3K - $46.9K
|
224
$4.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46KNew |
$29.2K - $30.3K
|
1.46K
$29.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
170+ 1.57% |
$3.4K - $3.52K
|
11K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-447K- 93.46% |
$8.93M - $9.24M
|
31.2K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.45K- 13.94% |
$88.9K - $92K
|
27.4K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
35KNew |
$701K - $725K
|
35K
$711K
|