Purchases and Sales Made in Q3 2022 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 2022. 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 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
275K+ 40.72% |
$5.39M - $6.03M
|
951K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
82.7KNew |
$1.62M - $1.81M
|
82.7K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
44.3K+ 250.3% |
$867K - $972K
|
62K
$1.25M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
31.4K+ 222.1% |
$614K - $688K
|
45.5K
$918K
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
28.4K+ 5.32% |
$555K - $621K
|
561K
$11.3M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
13K+ 30.09% |
$254K - $285K
|
56.2K
$1.13M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8KNew |
$231K - $259K
|
11.8K
$238K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10KNew |
$196K - $220K
|
10K
$202K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
9.42K+ 469.51% |
$184K - $207K
|
11.4K
$231K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.32KNew |
$182K - $204K
|
9.32K
$188K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.11K+ 3.73% |
$178K - $200K
|
253K
$5.11M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.89K+ 3.26% |
$174K - $195K
|
281K
$5.68M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.93K+ 47.31% |
$136K - $152K
|
21.6K
$436K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.49K+ 17.71% |
$107K - $120K
|
36.5K
$737K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.27K+ 1.59% |
$64.1K - $71.7K
|
210K
$4.23M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 1.91% |
$47.9K - $53.6K
|
130K
$2.63M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.24K+ 3.65% |
$43.9K - $49.1K
|
63.7K
$1.28M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
665New |
$13K - $14.6K
|
665
$13.4K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
324+ 3.25% |
$6.34K - $7.1K
|
10.3K
$208K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
301+ 5.78% |
$5.89K - $6.6K
|
5.51K
$111K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282+ 2.25% |
$5.52K - $6.18K
|
12.8K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
130+ 0.72% |
$2.54K - $2.85K
|
18.2K
$366K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
93+ 1.2% |
$1.82K - $2.04K
|
7.82K
$158K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-103- 46.61% |
$2.02K - $2.26K
|
118
$2.38K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-187- 5.7% |
$3.66K - $4.1K
|
3.09K
$62.4K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-200- 1.22% |
$3.91K - $4.38K
|
16.2K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-317- 0.85% |
$6.2K - $6.95K
|
37.2K
$750K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-550- 29.18% |
$10.8K - $12.1K
|
1.34K
$26.9K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.47K- 24.22% |
$28.8K - $32.3K
|
4.61K
$93K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.51K- 50.93% |
$29.5K - $33K
|
1.45K
$29.3K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 26.11% |
$31.1K - $34.8K
|
4.49K
$90.7K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.82K- 5.81% |
$35.7K - $40K
|
29.5K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.19K- 8.54% |
$42.9K - $48K
|
23.5K
$473K
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.27K- 4.69% |
$44.5K - $49.8K
|
46.1K
$931K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-2.49K- 14.93% |
$48.8K - $54.6K
|
14.2K
$287K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.13K- 90.13% |
$61.3K - $68.6K
|
343
$6.92K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.33K- 7.18% |
$65.1K - $72.9K
|
43K
$868K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.65K- 4.54% |
$71.3K - $79.9K
|
76.7K
$1.55M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.4K- 8.7% |
$106K - $118K
|
56.7K
$1.14M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.99K- 31.46% |
$117K - $131K
|
13.1K
$263K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.12K- 9.37% |
$120K - $134K
|
59.1K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.97K- 10.17% |
$136K - $153K
|
61.6K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.1K- 15.82% |
$139K - $156K
|
37.8K
$763K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.15K- 8.06% |
$140K - $157K
|
81.5K
$1.65M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.38K- 32.35% |
$144K - $162K
|
15.4K
$311K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.34K- 41.91% |
$163K - $183K
|
11.6K
$233K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.06K- 18.0% |
$177K - $198K
|
41.3K
$833K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.6K- 46.31% |
$365K - $409K
|
21.6K
$436K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-20.7K- 83.72% |
$405K - $453K
|
4.02K
$81.2K
|