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 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-18.6K- 55.16% |
$373K - $390K
|
15.1K
$307K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-58.4K- 73.35% |
$1.17M - $1.22M
|
21.2K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
45KNew |
$901K - $942K
|
45K
$913K
|
|
|
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
$608K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 0.68% |
$23.6K - $24.1K
|
176K
$3.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$296K - $303K
|
14.9K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.43K- 15.58% |
$48.3K - $49.5K
|
13.2K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$20.6K - $21.1K
|
1.04K
$21K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 76.67% |
$63.3K - $64.8K
|
969
$19.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.3KNew |
$523K - $536K
|
26.3K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$160K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823New |
$16.6K - $16.9K
|
823
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.53K+ 67.94% |
$51.2K - $52K
|
6.26K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.05% |
$101 - $103
|
10.5K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
721+ 1.65% |
$14.6K - $14.8K
|
44.4K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 12.54% |
$64.2K - $65.2K
|
22.2K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-790- 5.71% |
$16K - $16.2K
|
13K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 570.89% |
$97.5K - $98.9K
|
5.67K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $30.1K
|
1.47K
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-7.06K- 21.61% |
$143K - $145K
|
25.6K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 2.12% |
$4.61K - $4.68K
|
11K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-7.11K- 6.6% |
$144K - $146K
|
101K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.38K - $7.49K
|
365
$7.4K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$318K - $344K
|
16.7K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.1K+ 76.78% |
$383K - $415K
|
46.2K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-58- 0.45% |
$1.11K - $1.2K
|
12.9K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$1.36K - $1.47K
|
71
$1.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.94KNew |
$190K - $206K
|
9.94K
$202K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
272+ 32.34% |
$5.19K - $5.62K
|
1.11K
$22.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $250K
|
12.3K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.1KClosed |
$411K - $428K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-964- 8.78% |
$18.8K - $19.5K
|
10K
$203K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.27K- 6.63% |
$44.3K - $46K
|
32K
$650K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.23K- 15.25% |
$63.4K - $66K
|
18K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.19K- 17.65% |
$42.9K - $44.7K
|
10.2K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 3.07% |
$7.02K - $7.31K
|
11.3K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$35.7K - $37.2K
|
31.3K
$635K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$256K - $271K
|
12.8K
$259K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 92.86% |
$2.6K - $2.75K
|
10
$203
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-911- 7.67% |
$18.2K - $19.3K
|
11K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.8K+ 57.19% |
$295K - $313K
|
40.6K
$824K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
40New |
$800 - $847
|
40
$811
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.3KClosed |
$226K - $240K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 91.13% |
$35.9K - $38.1K
|
175
$3.55K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 92.51% |
$24.7K - $26.1K
|
100
$2.03K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.5KNew |
$210K - $223K
|
10.5K
$214K
|
|