Purchases and Sales Made in Q1 2022 in Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q1 2022. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT U S BO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19M+ 66.59% |
$28.5M - $31.9M
|
2.97M
$60.2M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
735K+ 2277.59% |
$17.7M - $19.8M
|
768K
$15.6M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
540K+ 450.49% |
$13M - $14.5M
|
659K
$13.4M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
460K+ 11593.55% |
$11.1M - $12.4M
|
464K
$9.41M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
243K+ 25.48% |
$5.84M - $6.53M
|
1.2M
$24.3M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
219K+ 51.1% |
$5.26M - $5.88M
|
647K
$13.1M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
207K+ 986.21% |
$4.99M - $5.58M
|
228K
$4.63M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
159K+ 123.95% |
$3.82M - $4.27M
|
287K
$5.82M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
150K+ 6.41% |
$3.61M - $4.03M
|
2.49M
$50.5M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
140K+ 65.56% |
$3.37M - $3.76M
|
353K
$7.17M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
140KNew |
$3.36M - $3.75M
|
140K
$2.83M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
66.7KNew |
$1.6M - $1.79M
|
66.7K
$1.35M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.6KNew |
$1.55M - $1.74M
|
64.6K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.3KNew |
$1.4M - $1.57M
|
58.3K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
57.1K+ 53.77% |
$1.37M - $1.54M
|
163K
$3.31M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
54.3K+ 26.29% |
$1.31M - $1.46M
|
261K
$5.29M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.3K+ 226.24% |
$1.18M - $1.32M
|
71K
$1.44M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.9KNew |
$1.1M - $1.23M
|
45.9K
$930K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.6K+ 44.53% |
$1.07M - $1.2M
|
145K
$2.93M
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
43.1KNew |
$1.04M - $1.16M
|
43.1K
$875K
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
33.4K+ 6.63% |
$802K - $897K
|
537K
$10.9M
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
27.4K+ 7.42% |
$660K - $738K
|
397K
$8.06M
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
18.1K+ 5.07% |
$436K - $487K
|
375K
$7.61M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18KNew |
$433K - $484K
|
18K
$365K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
17K+ 58.74% |
$408K - $456K
|
45.9K
$930K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 20.21% |
$392K - $439K
|
97.1K
$1.97M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15K+ 15.26% |
$360K - $402K
|
113K
$2.29M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$356K - $398K
|
14.8K
$300K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14KNew |
$337K - $377K
|
14K
$284K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$334K - $374K
|
13.9K
$282K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.4K+ 16.32% |
$297K - $332K
|
88.2K
$1.79M
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10.7KNew |
$256K - $286K
|
10.7K
$216K
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 6.25% |
$250K - $279K
|
177K
$3.58M
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
9.53K+ 3.45% |
$229K - $256K
|
285K
$5.79M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
7.83K+ 97.12% |
$188K - $210K
|
15.9K
$322K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
6.53K+ 18.02% |
$157K - $175K
|
42.7K
$867K
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
6.06K+ 3.14% |
$146K - $163K
|
199K
$4.04M
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.05K+ 4.54% |
$97.4K - $109K
|
93.2K
$1.89M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.4KNew |
$81.9K - $91.5K
|
3.4K
$69K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.4K+ 3.22% |
$81.8K - $91.5K
|
109K
$2.21M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3KNew |
$72.2K - $80.7K
|
3K
$60.9K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.18KNew |
$52.3K - $58.5K
|
2.18K
$44.1K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.07K+ 15.55% |
$49.8K - $55.6K
|
15.4K
$312K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.95K+ 6.76% |
$47K - $52.5K
|
30.9K
$626K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 17.21% |
$45.5K - $50.9K
|
12.9K
$262K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.89K+ 11.21% |
$45.4K - $50.8K
|
18.7K
$380K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.83K+ 12.82% |
$44.1K - $49.3K
|
16.1K
$327K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45KNew |
$34.9K - $39K
|
1.45K
$29.4K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$25.5K - $28.5K
|
1.06K
$21.5K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
868+ 9.31% |
$20.9K - $23.3K
|
10.2K
$207K
|