Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
745K+ 1716.87% |
$14.6M - $15.2M
|
788K
$16M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.1K+ 49.49% |
$1.77M - $1.84M
|
272K
$5.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
86.3K+ 158.33% |
$1.69M - $1.76M
|
141K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$425K - $442K
|
21.7K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
12.3KNew |
$242K - $252K
|
12.3K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
11.4KNew |
$224K - $233K
|
11.4K
$232K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 16.03% |
$207K - $216K
|
76.5K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 99.68% |
$196K - $204K
|
20.1K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.76K+ 4.74% |
$93.3K - $97.2K
|
105K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.58K+ 11.82% |
$70.2K - $73.1K
|
33.9K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.6K+ 3.96% |
$50.9K - $53K
|
68.1K
$1.38M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.26KNew |
$44.2K - $46K
|
2.26K
$45.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.16K - $7.45K
|
365
$7.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
111+ 0.13% |
$2.18K - $2.27K
|
86.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$392 - $408
|
20
$406
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.52% |
$314 - $327
|
3.08K
$62.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-70- 0.23% |
$1.37K - $1.43K
|
30.7K
$623K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 3.07% |
$7.02K - $7.31K
|
11.3K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-375- 1.26% |
$7.35K - $7.66K
|
29.4K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-440- 9.12% |
$8.63K - $8.98K
|
4.38K
$88.9K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-543- 8.78% |
$10.6K - $11.1K
|
5.64K
$114K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-579- 1.11% |
$11.4K - $11.8K
|
51.6K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-631- 1.81% |
$12.4K - $12.9K
|
34.3K
$696K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-713- 21.01% |
$14K - $14.6K
|
2.68K
$54.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-715- 22.71% |
$14K - $14.6K
|
2.43K
$49.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$35.7K - $37.2K
|
31.3K
$635K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.13K- 12.67% |
$41.7K - $43.4K
|
14.6K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.19K- 17.65% |
$42.9K - $44.7K
|
10.2K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.52K- 18.65% |
$49.3K - $51.4K
|
11K
$223K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.17K- 8.15% |
$62.2K - $64.8K
|
35.8K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.23K- 15.25% |
$63.4K - $66K
|
18K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.14K- 14.19% |
$81.2K - $84.6K
|
25K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.73K- 12.28% |
$92.7K - $96.5K
|
33.8K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.78K- 97.62% |
$113K - $118K
|
141
$2.86K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.96K- 3.61% |
$156K - $163K
|
213K
$4.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.29K- 9.43% |
$163K - $169K
|
79.6K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.4K- 13.41% |
$184K - $192K
|
60.7K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12K- 20.86% |
$235K - $245K
|
45.5K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 9.66% |
$285K - $297K
|
136K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.5K- 25.32% |
$324K - $337K
|
48.7K
$988K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 7.65% |
$327K - $340K
|
201K
$4.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-17.7K- 3.6% |
$347K - $362K
|
474K
$9.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 23.41% |
$380K - $395K
|
63.4K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.6K- 36.58% |
$424K - $442K
|
37.5K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.3K- 86.7% |
$477K - $497K
|
3.73K
$75.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-26.5K- 67.16% |
$520K - $541K
|
13K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.2K- 11.41% |
$847K - $882K
|
335K
$6.8M
|