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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
910+ 16.96% |
$17.7K - $18.3K
|
6.28K
$124K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 4.74% |
$90.9K - $94.2K
|
94K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$19.4 - $20.1
|
1.55K
$30.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 34.83% |
$33.5K - $34.7K
|
3.22K
$63.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.1K- 11.35% |
$372K - $385K
|
149K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 5.91% |
$252K - $261K
|
232K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 13.06% |
$56.7K - $58.8K
|
19.4K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8KNew |
$1.03M - $1.06M
|
52.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 3.51% |
$53.3K - $55.2K
|
75.4K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$318K - $329K
|
16.4K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-173K- 92.55% |
$3.37M - $3.49M
|
14K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.7K- 3.8% |
$228K - $236K
|
296K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
313KNew |
$6.09M - $6.31M
|
313K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.45K- 3.7% |
$47.5K - $49.3K
|
63.6K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9K+ 167.15% |
$756K - $783K
|
62.2K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.07K- 2.72% |
$118K - $122K
|
217K
$4.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.06K- 3.04% |
$20.6K - $21.3K
|
33.8K
$667K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
88+ 0.81% |
$1.71K - $1.77K
|
10.9K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28K- 85.03% |
$545K - $564K
|
4.93K
$97.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.8K- 12.68% |
$1.24M - $1.29M
|
440K
$8.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.3K- 2.46% |
$278K - $288K
|
566K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-191- 1.64% |
$3.71K - $3.84K
|
11.5K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-488K- 89.35% |
$9.49M - $9.83M
|
58.2K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
313+ 0.83% |
$6.08K - $6.3K
|
38K
$750K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$19.4 - $20.1
|
1.55K
$30.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46KNew |
$894K - $927K
|
46K
$909K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-372- 99.47% |
$7.23K - $7.49K
|
2
$39.5
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.2K- 37.47% |
$685K - $709K
|
58.8K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 4.43% |
$49K - $50.8K
|
54.4K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-489- 1.23% |
$9.5K - $9.84K
|
39.2K
$775K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-104- 0.53% |
$2.02K - $2.09K
|
19.6K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-878- 0.47% |
$17.1K - $17.7K
|
185K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 5.02% |
$237K - $245K
|
255K
$5.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-208K- 81.44% |
$4.05M - $4.19M
|
47.5K
$938K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 41.49% |
$280K - $290K
|
20.3K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57K+ 4.53% |
$30.4K - $31.5K
|
36.2K
$714K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 7.13% |
$20.2K - $20.9K
|
13.5K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
8K+ 2.44% |
$155K - $161K
|
336K
$6.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.27K- 12.8% |
$63.5K - $65.7K
|
22.2K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127K- 90.04% |
$2.48M - $2.57M
|
14.1K
$278K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.1KNew |
$99.1K - $103K
|
5.1K
$101K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.76K+ 20.74% |
$53.6K - $55.6K
|
16.1K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142+ 1.24% |
$2.76K - $2.86K
|
11.6K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.21K+ 6.65% |
$62.3K - $64.5K
|
51.4K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 1.47% |
$6.37K - $6.6K
|
22.6K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 5.06% |
$41.3K - $42.8K
|
44.2K
$872K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
583New |
$11.6K - $11.9K
|
583
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$356K - $364K
|
17.8K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.53K- 31.73% |
$190K - $194K
|
20.5K
$405K
|
|