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 |
|---|---|---|---|---|---|---|---|
|
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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 5.06% |
$41.3K - $42.8K
|
44.2K
$873K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 1.47% |
$6.37K - $6.6K
|
22.6K
$448K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142+ 1.24% |
$2.76K - $2.86K
|
11.6K
$230K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135K+ 2098.99% |
$2.7M - $2.76M
|
142K
$2.8M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
120K+ 58.06% |
$2.4M - $2.45M
|
328K
$6.48M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
103K+ 23.14% |
$2.05M - $2.1M
|
547K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
46.1K+ 8.61% |
$919K - $939K
|
581K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 4.63% |
$445K - $455K
|
504K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$356K - $364K
|
17.8K
$352K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$216K - $221K
|
10.8K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.2K+ 4.38% |
$203K - $208K
|
243K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.93KNew |
$178K - $182K
|
8.93K
$177K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.82K+ 3.15% |
$156K - $159K
|
256K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.5K+ 3.63% |
$130K - $133K
|
185K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 12.33% |
$125K - $127K
|
56.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 4795.05% |
$96.7K - $98.8K
|
4.94K
$97.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 1.34% |
$44.6K - $45.6K
|
169K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 5.6% |
$39.9K - $40.7K
|
37.7K
$745K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.05K+ 1.62% |
$21K - $21.5K
|
66.1K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
742New |
$14.8K - $15.1K
|
742
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
583New |
$11.6K - $11.9K
|
583
$11.5K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.14% |
$4.89K - $5K
|
11.7K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81New |
$1.62K - $1.65K
|
81
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.19% |
$59.9 - $61.2
|
1.55K
$30.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1KNew |
$1.58M - $1.64M
|
79.1K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$266K - $275K
|
13.3K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$215K - $223K
|
10.8K
$213K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.54K+ 2.93% |
$131K - $135K
|
230K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.96K+ 42.32% |
$119K - $123K
|
20K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.38K+ 2.09% |
$87.6K - $90.7K
|
214K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46KNew |
$29.2K - $30.3K
|
1.46K
$28.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
219New |
$4.38K - $4.53K
|
219
$4.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
170+ 1.57% |
$3.4K - $3.52K
|
11K
$218K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$410K - $429K
|
20.5K
$405K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.79K+ 6.33% |
$35.7K - $37.3K
|
30K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.17K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $30.1K
|
1.47K
$29K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823New |
$16.6K - $16.9K
|
823
$16.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
721+ 1.65% |
$14.6K - $14.8K
|
44.4K
$877K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.38K - $7.49K
|
365
$7.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 2.12% |
$4.61K - $4.68K
|
11K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.05% |
$101 - $103
|
10.5K
$207K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$318K - $344K
|
16.7K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.94KNew |
$190K - $206K
|
9.94K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
272+ 32.34% |
$5.19K - $5.62K
|
1.11K
$22K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$1.36K - $1.47K
|
71
$1.4K
|
|