Latest Institutional Purchases of Pacer Fds Tr Trendpilot U S Bo (PTBD)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot U S Bo (PTBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
301KNew |
$6.01M - $6.28M
|
301K
$6.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
210KNew |
$4.2M - $4.39M
|
210K
$4.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
45KNew |
$901K - $942K
|
45K
$915K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 7.99% |
$788K - $824K
|
533K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.4K+ 1116.38% |
$649K - $678K
|
35.3K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22K+ 12.72% |
$440K - $460K
|
195K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$410K - $429K
|
20.5K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 5.59% |
$256K - $268K
|
242K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12.1K+ 2.5% |
$242K - $253K
|
496K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 10.19% |
$238K - $249K
|
129K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8KNew |
$217K - $227K
|
10.8K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.61K+ 3.32% |
$152K - $159K
|
236K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.86K+ 68.76% |
$137K - $144K
|
16.8K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 28.71% |
$115K - $120K
|
25.7K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.57K+ 2.75% |
$111K - $117K
|
208K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.26K+ 11.44% |
$105K - $110K
|
51.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.79K+ 6.55% |
$95.8K - $100K
|
77.9K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.97K+ 10.27% |
$59.4K - $62.1K
|
31.9K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.1K+ 3.27% |
$42K - $43.9K
|
66.2K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.79K+ 6.33% |
$35.7K - $37.3K
|
30K
$609K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3.65% |
$29.2K - $30.6K
|
41.5K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
495+ 1.66% |
$9.9K - $10.4K
|
30.3K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
274+ 2.38% |
$5.48K - $5.73K
|
11.8K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.19% |
$980 - $1.02K
|
4.15K
$84.3K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.11% |
$260 - $272
|
11.3K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.3KNew |
$523K - $536K
|
26.3K
$535K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$296K - $303K
|
14.9K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$161K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 0.68% |
$23.6K - $24.1K
|
176K
$3.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$20.6K - $21.1K
|
1.04K
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.24K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 570.89% |
$97.5K - $98.9K
|
5.67K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.53K+ 67.94% |
$51.2K - $52K
|
6.26K
$127K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $30.1K
|
1.47K
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823New |
$16.6K - $16.9K
|
823
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
721+ 1.65% |
$14.6K - $14.8K
|
44.4K
$902K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.38K - $7.49K
|
365
$7.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 2.12% |
$4.61K - $4.68K
|
11K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.05% |
$101 - $103
|
10.5K
$213K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.1K+ 76.78% |
$383K - $415K
|
46.2K
$940K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$318K - $344K
|
16.7K
$339K
|
|
|
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
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$1.36K - $1.47K
|
71
$1.44K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $250K
|
12.3K
$251K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$1.01M
|
|