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 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-38.9KClosed |
$829K - $949K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-433- 21.34% |
$9.24K - $10.6K
|
1.6K
$32.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.9KClosed |
$339K - $388K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.1K- 55.87% |
$365K - $418K
|
13.5K
$274K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-577KClosed |
$12.3M - $14.1M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
15.3KNew |
$327K - $375K
|
15.3K
$311K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19.7K+ 15.39% |
$420K - $481K
|
148K
$2.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-129KClosed |
$2.76M - $3.16M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-353KClosed |
$7.54M - $8.63M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-228KClosed |
$4.87M - $5.58M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-199KClosed |
$4.24M - $4.86M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 3.33% |
$21.3K - $24.4K
|
29K
$588K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.06KClosed |
$22.6K - $25.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
277New |
$5.91K - $6.77K
|
277
$5.62K
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.46K- 7.49% |
$52.5K - $60.1K
|
30.4K
$616K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-36.9KClosed |
$788K - $902K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-43.1KClosed |
$920K - $1.05M
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-18.7KClosed |
$399K - $457K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-110Closed |
$2.65K - $2.96K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.41KClosed |
$226K - $253K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.39KClosed |
$130K - $145K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.72MClosed |
$65.5M - $73.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.3KClosed |
$705K - $788K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.3KClosed |
$248K - $277K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
750+ 6.13% |
$18K - $20.2K
|
13K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118KClosed |
$2.84M - $3.18M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.2KClosed |
$197K - $220K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-37.6KClosed |
$905K - $1.01M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37KClosed |
$225K - $252K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-350Closed |
$8.42K - $9.41K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-106KClosed |
$2.56M - $2.86M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$272K - $304K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-14.2KClosed |
$341K - $381K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-10.9KClosed |
$262K - $293K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.97KClosed |
$192K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-87.7KClosed |
$2.11M - $2.36M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-984Closed |
$23.7K - $26.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150Closed |
$3.61K - $4.03K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-19.8KClosed |
$475K - $531K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.01KClosed |
$193K - $215K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-431Closed |
$10.4K - $11.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$26.5K - $27.2K
|
1K
$20.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
165New |
$4.38K - $4.49K
|
165
$3.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-211KClosed |
$5.59M - $5.73M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.9KClosed |
$555K - $569K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.3KClosed |
$458K - $470K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80Closed |
$2.12K - $2.18K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-118KClosed |
$3.14M - $3.22M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110KClosed |
$2.92M - $2.99M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.1KClosed |
$269K - $275K
|
0
$0
|
|