Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17K- 22.83% |
$340K - $360K
|
57.5K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.5K- 28.26% |
$429K - $455K
|
54.5K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-22.9K- 36.74% |
$458K - $485K
|
39.4K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23K- 27.98% |
$459K - $486K
|
59.1K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23K- 9.55% |
$460K - $487K
|
218K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.7K- 11.17% |
$554K - $587K
|
221K
$4.47M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47K- 40.13% |
$939K - $995K
|
70.1K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-61K- 11.04% |
$1.22M - $1.29M
|
492K
$9.97M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-78.9K- 40.72% |
$1.58M - $1.67M
|
115K
$2.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-87.4K- 23.57% |
$1.75M - $1.85M
|
283K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 24.15% |
$2.66M - $2.82M
|
418K
$8.47M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-180K- 18.65% |
$3.61M - $3.82M
|
786K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-209K- 58.17% |
$4.18M - $4.43M
|
151K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-375K- 26.15% |
$7.5M - $7.95M
|
1.06M
$21.5M
|