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 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-16.2K- 11.12% |
$390K - $436K
|
129K
$2.61M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-18.2K- 52.11% |
$438K - $490K
|
16.7K
$338K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.6K- 54.09% |
$447K - $500K
|
15.8K
$318K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-19.8KClosed |
$475K - $531K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.6K- 6.78% |
$543K - $607K
|
310K
$6.26M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.3KClosed |
$705K - $788K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-29.5K- 18.75% |
$710K - $794K
|
128K
$2.58M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-32.5K- 77.56% |
$782K - $874K
|
9.4K
$190K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-33.7K- 30.94% |
$811K - $906K
|
75.3K
$1.52M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-37.6KClosed |
$905K - $1.01M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 4.98% |
$916K - $1.02M
|
727K
$14.7M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-40.3KClosed |
$968K - $1.08M
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-52.9KClosed |
$1.27M - $1.42M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-56.1K- 46.42% |
$1.35M - $1.51M
|
64.8K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-57.5K- 4.15% |
$1.38M - $1.54M
|
1.33M
$26.8M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.7K- 13.38% |
$1.44M - $1.6M
|
387K
$7.8M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-63.4K- 26.51% |
$1.53M - $1.71M
|
176K
$3.55M
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-72.8K- 3.65% |
$1.75M - $1.96M
|
1.92M
$38.8M
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-82.9K- 54.63% |
$1.99M - $2.23M
|
68.8K
$1.39M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83.6K- 67.04% |
$2.01M - $2.25M
|
41.1K
$829K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85.6K- 12.87% |
$2.06M - $2.3M
|
579K
$11.7M
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-87.7KClosed |
$2.11M - $2.36M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-98.1K- 36.01% |
$2.36M - $2.64M
|
174K
$3.52M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-106KClosed |
$2.56M - $2.86M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118KClosed |
$2.84M - $3.18M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-124K- 32.71% |
$2.98M - $3.33M
|
255K
$5.15M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-139K- 5.89% |
$3.34M - $3.73M
|
2.22M
$44.8M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-143K- 67.12% |
$3.43M - $3.84M
|
70K
$1.41M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-145K- 49.27% |
$3.49M - $3.9M
|
150K
$3.02M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-147K- 70.63% |
$3.55M - $3.96M
|
61.3K
$1.24M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-155K- 9.53% |
$3.73M - $4.17M
|
1.47M
$29.7M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-167K- 85.55% |
$4.03M - $4.5M
|
28.3K
$571K
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-191K- 91.09% |
$4.6M - $5.14M
|
18.7K
$378K
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213K- 82.54% |
$5.12M - $5.72M
|
45K
$908K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217K- 51.46% |
$5.22M - $5.83M
|
205K
$4.13M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-247K- 42.72% |
$5.95M - $6.65M
|
332K
$6.69M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-260K- 6.64% |
$6.24M - $6.98M
|
3.65M
$73.6M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-261K- 88.81% |
$6.27M - $7.01M
|
32.8K
$663K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-297K- 99.32% |
$7.14M - $7.98M
|
2.03K
$40.9K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-301K- 19.36% |
$7.23M - $8.08M
|
1.25M
$25.3M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-381K- 28.48% |
$9.17M - $10.2M
|
957K
$19.3M
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-387KClosed |
$9.3M - $10.4M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-407K- 12.06% |
$9.79M - $10.9M
|
2.97M
$59.9M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-736K- 95.89% |
$17.7M - $19.8M
|
31.6K
$637K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-875K- 39.26% |
$21.1M - $23.5M
|
1.35M
$27.3M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.72MClosed |
$65.5M - $73.2M
|
0
$0
|