Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9MNew |
$78.4M - $80.7M
|
2.9M
$58.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.78M+ 93.17% |
$48.1M - $49.6M
|
3.69M
$74.4M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
481K+ 59.05% |
$13M - $13.4M
|
1.29M
$26.1M
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
440KNew |
$11.9M - $12.3M
|
440K
$8.87M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
434K+ 52.25% |
$11.7M - $12.1M
|
1.26M
$25.5M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
318K+ 9.81% |
$8.6M - $8.86M
|
3.55M
$71.7M
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
315KNew |
$8.51M - $8.77M
|
315K
$6.35M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
242K+ 28.77% |
$6.56M - $6.75M
|
1.08M
$21.9M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
232K+ 174.62% |
$6.29M - $6.47M
|
365K
$7.37M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 27.54% |
$5.73M - $5.9M
|
980K
$19.8M
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
211KNew |
$5.72M - $5.89M
|
211K
$4.26M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
211KNew |
$5.71M - $5.88M
|
211K
$4.25M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 28.27% |
$5.69M - $5.86M
|
954K
$19.2M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
174KNew |
$4.72M - $4.86M
|
174K
$3.52M
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
146KNew |
$3.95M - $4.07M
|
146K
$2.94M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
143K+ 5.56% |
$3.87M - $3.99M
|
2.71M
$54.8M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
135KNew |
$3.66M - $3.77M
|
135K
$2.73M
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
118KNew |
$3.21M - $3.3M
|
118K
$2.39M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
$2.76M - $2.84M
|
102K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
100K+ 37.35% |
$2.71M - $2.8M
|
369K
$7.44M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.5K+ 601.32% |
$2.69M - $2.77M
|
116K
$2.34M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89.6K+ 83.44% |
$2.43M - $2.5M
|
197K
$3.98M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.6K+ 11.88% |
$2.26M - $2.33M
|
788K
$15.9M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.7K+ 20.7% |
$2.02M - $2.08M
|
435K
$8.79M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
72.9K+ 51.23% |
$1.97M - $2.03M
|
215K
$4.34M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.7K+ 305.87% |
$1.67M - $1.72M
|
81.9K
$1.65M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.9K+ 42.81% |
$1.46M - $1.5M
|
180K
$3.63M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.9K+ 3.64% |
$1.43M - $1.47M
|
1.51M
$30.4M
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51.7K+ 2.26% |
$1.4M - $1.44M
|
2.35M
$47.3M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46KNew |
$1.24M - $1.28M
|
46K
$928K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
43.4K+ 27.23% |
$1.18M - $1.21M
|
203K
$4.09M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
39KNew |
$1.06M - $1.09M
|
39K
$788K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.9KNew |
$1.05M - $1.09M
|
38.9K
$786K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 17.27% |
$1M - $1.03M
|
251K
$5.07M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
35.9K+ 22.42% |
$972K - $1M
|
196K
$3.95M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.7K+ 3.03% |
$966K - $995K
|
1.22M
$24.5M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
35.6K+ 148.54% |
$965K - $994K
|
59.6K
$1.2M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.4K+ 22.02% |
$958K - $987K
|
196K
$3.96M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33.4K+ 11.86% |
$904K - $931K
|
315K
$6.36M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
32.4K+ 92.47% |
$876K - $902K
|
67.4K
$1.36M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.3K+ 17.28% |
$875K - $901K
|
219K
$4.43M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.6K+ 96.01% |
$801K - $825K
|
60.4K
$1.22M
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
28.7KNew |
$778K - $801K
|
28.7K
$580K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3K+ 5.32% |
$740K - $762K
|
541K
$10.9M
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
25.8K+ 1.27% |
$699K - $720K
|
2.06M
$41.6M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
21.9KNew |
$594K - $612K
|
21.9K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.2KNew |
$574K - $591K
|
21.2K
$428K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9K+ 204.03% |
$565K - $582K
|
31.1K
$628K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
20.6KNew |
$557K - $574K
|
20.6K
$416K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.7K+ 3.13% |
$479K - $493K
|
583K
$11.8M
|