Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144KNew |
$2.79M - $2.9M
|
144K
$2.9M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66.4KNew |
$1.29M - $1.34M
|
66.4K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
51.2K+ 10.81% |
$997K - $1.04M
|
525K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
49KNew |
$954K - $993K
|
49K
$990K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6K+ 32.4% |
$888K - $924K
|
186K
$3.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 9.21% |
$526K - $547K
|
321K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$509K - $529K
|
26.2K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
21.9K+ 13.5% |
$426K - $444K
|
184K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 17.38% |
$356K - $370K
|
123K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6KNew |
$322K - $335K
|
16.6K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.3K+ 5.61% |
$297K - $309K
|
288K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $250K
|
12.3K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.56K+ 2.65% |
$167K - $173K
|
332K
$6.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.54K+ 4.02% |
$166K - $173K
|
221K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.01K+ 13.9% |
$58.6K - $60.9K
|
24.7K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.2K+ 97.56% |
$42.8K - $44.5K
|
4.46K
$89.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.68K+ 1192.91% |
$32.7K - $34K
|
1.82K
$36.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 5.5% |
$21.5K - $22.3K
|
21.2K
$427K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
455+ 1.55% |
$8.85K - $9.21K
|
29.8K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
155+ 1.36% |
$3.02K - $3.14K
|
11.6K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$19.5 - $20.2
|
1
$20.2
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-16- 0.12% |
$311 - $324
|
12.9K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-92- 0.26% |
$1.79K - $1.86K
|
35.7K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-278- 11.43% |
$5.41K - $5.63K
|
2.16K
$43.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-347- 0.67% |
$6.75K - $7.02K
|
51.2K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-382- 1.13% |
$7.43K - $7.73K
|
33.5K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-499- 18.61% |
$9.71K - $10.1K
|
2.18K
$44K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-500- 2.93% |
$9.73K - $10.1K
|
16.6K
$334K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-533- 12.16% |
$10.4K - $10.8K
|
3.85K
$77.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-964- 8.78% |
$18.8K - $19.5K
|
10K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-990- 1.45% |
$19.3K - $20K
|
67.1K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.33K- 1.67% |
$25.9K - $27K
|
78.3K
$1.58M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.75K- 30.97% |
$34K - $35.4K
|
3.9K
$78.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.27K- 6.63% |
$44.3K - $46K
|
32K
$646K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 4.09% |
$48.3K - $50.3K
|
58.2K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.33K- 5.25% |
$64.7K - $67.3K
|
60K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.45K- 23.54% |
$67.1K - $69.8K
|
11.2K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.79K- 10.12% |
$73.8K - $76.8K
|
33.7K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.45K- 19.1% |
$125K - $130K
|
27.3K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-7.79K- 19.75% |
$152K - $158K
|
31.6K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.6K- 34.43% |
$206K - $214K
|
20.1K
$406K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12.3K- 99.54% |
$239K - $249K
|
57
$1.15K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.7K- 50.78% |
$248K - $257K
|
12.3K
$249K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.6K- 27.95% |
$265K - $276K
|
35.1K
$708K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 37.2% |
$329K - $343K
|
28.6K
$577K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21K- 6.25% |
$408K - $424K
|
314K
$6.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.1KClosed |
$411K - $428K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27.3K- 35.65% |
$530K - $552K
|
49.2K
$993K
|