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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.8K+ 53.15% |
$455K - $469K
|
48.5K
$978K
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16.5KNew |
$447K - $460K
|
16.5K
$333K
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
15.1K+ 6.16% |
$410K - $422K
|
261K
$5.26M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 11.75% |
$364K - $375K
|
128K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 104.08% |
$347K - $358K
|
25.2K
$508K
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 5.09% |
$338K - $348K
|
258K
$5.2M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.8K+ 37.67% |
$319K - $328K
|
43.1K
$869K
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
11.3KNew |
$306K - $315K
|
11.3K
$228K
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
10.9K+ 5.61% |
$296K - $305K
|
206K
$4.15M
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.9K+ 109.18% |
$296K - $304K
|
20.9K
$422K
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.7KNew |
$289K - $298K
|
10.7K
$215K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
9.16KNew |
$248K - $255K
|
9.16K
$185K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.9K+ 74.32% |
$241K - $248K
|
20.9K
$421K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
8.83K+ 99.83% |
$239K - $246K
|
17.7K
$356K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
8.7K+ 37.53% |
$236K - $243K
|
31.9K
$643K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.94KNew |
$215K - $221K
|
7.94K
$160K
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.54KNew |
$204K - $210K
|
7.54K
$152K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.07K+ 5.84% |
$164K - $169K
|
110K
$2.22M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5.78K+ 23.1% |
$156K - $161K
|
30.8K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.26K+ 7.88% |
$142K - $147K
|
72K
$1.45M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.36K+ 34.05% |
$118K - $122K
|
17.2K
$347K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.46K+ 10.73% |
$93.7K - $96.5K
|
35.7K
$721K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3.42K+ 11.11% |
$92.5K - $95.3K
|
34.2K
$690K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.06K+ 40.62% |
$82.7K - $85.2K
|
10.6K
$213K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.77K+ 23.97% |
$75K - $77.3K
|
14.3K
$289K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28K+ 4.76% |
$61.7K - $63.6K
|
50.2K
$1.01M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.18K+ 39.27% |
$59.1K - $60.8K
|
7.74K
$156K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.17K+ 21.52% |
$58.7K - $60.5K
|
12.3K
$247K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2KNew |
$54.1K - $55.8K
|
2K
$40.4K
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.55K+ 5.7% |
$42K - $43.3K
|
28.8K
$581K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.49K+ 1.02% |
$40.4K - $41.6K
|
148K
$2.99M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.35K+ 3.9% |
$36.5K - $37.6K
|
35.9K
$725K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 7.63% |
$29.9K - $30.8K
|
15.6K
$315K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$28.7K - $29.6K
|
1.06K
$21.4K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.02KNew |
$27.5K - $28.4K
|
1.02K
$20.5K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
960+ 87.27% |
$26K - $26.8K
|
2.06K
$41.6K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
444+ 8.99% |
$12K - $12.4K
|
5.38K
$109K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
381+ 2.34% |
$10.3K - $10.6K
|
16.7K
$336K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
380New |
$10.3K - $10.6K
|
380
$7.67K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
290+ 1.47% |
$7.85K - $8.09K
|
20K
$404K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
279+ 0.24% |
$7.55K - $7.78K
|
118K
$2.37M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
227+ 2.43% |
$6.14K - $6.33K
|
9.55K
$193K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
114+ 0.09% |
$3.09K - $3.18K
|
128K
$2.59M
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
81+ 0.81% |
$2.19K - $2.26K
|
10.1K
$204K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80New |
$2.17K - $2.23K
|
80
$1.61K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41New |
$1.11K - $1.14K
|
41
$827
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$162 - $167
|
2.59K
$52.2K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-18- 0.03% |
$487 - $502
|
70.7K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.59K- 0.94% |
$43.1K - $44.4K
|
168K
$3.39M
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-4.72K- 13.98% |
$128K - $132K
|
29K
$586K
|