Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.6KNew |
$1.58M - $1.62M
|
79.6K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$795K - $815K
|
40K
$811K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
33.2K+ 13.28% |
$659K - $675K
|
283K
$5.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.1K+ 11.01% |
$559K - $573K
|
284K
$5.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.3KNew |
$523K - $536K
|
26.3K
$534K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16KNew |
$317K - $325K
|
16K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$296K - $303K
|
14.9K
$301K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 8.22% |
$261K - $267K
|
173K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$225K - $230K
|
11.3K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.98KNew |
$198K - $203K
|
9.98K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.86K+ 8.05% |
$136K - $140K
|
92K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.46K+ 3.29% |
$128K - $132K
|
203K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.67K+ 1.56% |
$72.9K - $74.7K
|
239K
$4.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 0.55% |
$54.1K - $55.4K
|
493K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.65K+ 182.7% |
$52.7K - $54K
|
4.1K
$83.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.85K+ 59.95% |
$36.8K - $37.6K
|
4.93K
$100K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 0.68% |
$23.6K - $24.1K
|
176K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$20.6K - $21.1K
|
1.04K
$21K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 0.14% |
$13.8K - $14.1K
|
483K
$9.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
50+ 0.17% |
$994 - $1.02K
|
29.8K
$604K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369- 2.58% |
$7.34K - $7.51K
|
13.9K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-369- 2.58% |
$7.34K - $7.51K
|
13.9K
$282K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 3.85% |
$9.16K - $9.39K
|
11.5K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-489- 27.49% |
$9.72K - $9.96K
|
1.29K
$26.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-489- 27.49% |
$9.72K - $9.96K
|
1.29K
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-592- 0.26% |
$11.8K - $12.1K
|
229K
$4.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-656- 17.14% |
$13K - $13.4K
|
3.17K
$64.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 20.36% |
$14.8K - $15.1K
|
2.91K
$58.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-780- 53.61% |
$15.5K - $15.9K
|
675
$13.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-784- 24.33% |
$15.6K - $16K
|
2.44K
$49.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-867- 2.31% |
$17.2K - $17.7K
|
36.6K
$743K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 0.43% |
$21.5K - $22.1K
|
254K
$5.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 2.56% |
$24K - $24.6K
|
46K
$933K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.35K- 77.43% |
$26.8K - $27.4K
|
393
$7.97K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.37K- 2.09% |
$27.3K - $27.9K
|
64.1K
$1.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.74K- 2.32% |
$34.6K - $35.4K
|
73.1K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.43K- 15.58% |
$48.3K - $49.5K
|
13.2K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 76.67% |
$63.3K - $64.8K
|
969
$19.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.95K- 27.46% |
$78.4K - $80.3K
|
10.4K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.95K- 12.02% |
$78.6K - $80.5K
|
28.9K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.69K- 2.84% |
$133K - $136K
|
229K
$4.64M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.56K- 34.25% |
$170K - $174K
|
16.4K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.79K- 18.67% |
$195K - $199K
|
42.6K
$865K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 35.83% |
$221K - $227K
|
19.9K
$404K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-15.2K- 31.07% |
$303K - $310K
|
33.8K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.8K- 15.61% |
$453K - $464K
|
123K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.8K- 16.45% |
$472K - $484K
|
121K
$2.45M
|