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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
750+ 6.13% |
$18K - $20.2K
|
13K
$262K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
710+ 29.16% |
$17.1K - $19.1K
|
3.15K
$63.5K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
700+ 2.34% |
$16.8K - $18.8K
|
30.6K
$618K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
680+ 4.61% |
$16.4K - $18.3K
|
15.4K
$311K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
498+ 4.44% |
$12K - $13.4K
|
11.7K
$236K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
356New |
$8.56K - $9.57K
|
356
$7.18K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
136+ 0.69% |
$3.27K - $3.66K
|
19.8K
$399K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
45+ 0.55% |
$1.08K - $1.21K
|
8.16K
$165K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.99% |
$120 - $134
|
512
$10.3K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-87- 0.23% |
$2.09K - $2.34K
|
36.9K
$745K
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 0.61% |
$2.41K - $2.69K
|
16.4K
$331K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-110Closed |
$2.65K - $2.96K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-150Closed |
$3.61K - $4.03K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161Closed |
$3.87K - $4.33K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-350Closed |
$8.42K - $9.41K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-431Closed |
$10.4K - $11.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-984Closed |
$23.7K - $26.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.07K- 14.72% |
$25.6K - $28.6K
|
6.17K
$125K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 97.82% |
$27K - $30.2K
|
25
$505
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.37K- 3.53% |
$33K - $36.9K
|
37.5K
$756K
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.72K- 5.17% |
$65.4K - $73.1K
|
49.9K
$1.01M
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3K- 9.09% |
$72.2K - $80.6K
|
30K
$605K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 9.52% |
$88.8K - $99.2K
|
35.1K
$708K
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-4.04K- 5.88% |
$97K - $108K
|
64.6K
$1.3M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.18K- 49.11% |
$100K - $112K
|
4.33K
$87.3K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.22K- 2.19% |
$101K - $113K
|
188K
$3.8M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.39KClosed |
$130K - $145K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-5.69K- 12.77% |
$137K - $153K
|
38.9K
$784K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.97KClosed |
$192K - $214K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.01KClosed |
$193K - $215K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.18K- 13.45% |
$197K - $220K
|
52.6K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.2KClosed |
$197K - $220K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.35K- 4.76% |
$225K - $251K
|
187K
$3.77M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.37KClosed |
$225K - $252K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.41KClosed |
$226K - $253K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10K- 32.05% |
$241K - $269K
|
21.2K
$428K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.3KClosed |
$248K - $277K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.5K- 1.78% |
$252K - $282K
|
577K
$11.6M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.6K- 22.04% |
$254K - $284K
|
37.3K
$754K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 1.06% |
$255K - $285K
|
987K
$19.9M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-10.9KClosed |
$262K - $293K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$272K - $304K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12K- 3.73% |
$288K - $322K
|
309K
$6.24M
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-12K- 63.16% |
$289K - $323K
|
7K
$141K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 54.43% |
$293K - $327K
|
10.2K
$205K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-12.7K- 36.65% |
$306K - $342K
|
22K
$443K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.1K- 29.04% |
$339K - $379K
|
34.5K
$696K
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-14.2KClosed |
$341K - $381K
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.8K- 75.19% |
$380K - $425K
|
5.21K
$105K
|