Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.62M+ 2559.87% |
$69.5M - $71.3M
|
2.72M
$55.2M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
481K+ 16.62% |
$12.8M - $13.1M
|
3.38M
$68.5M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
469K+ 43.26% |
$12.4M - $12.8M
|
1.55M
$31.5M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
370KNew |
$9.81M - $10.1M
|
370K
$7.5M
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
295KNew |
$7.82M - $8.02M
|
295K
$5.98M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242K+ 134.41% |
$6.41M - $6.57M
|
421K
$8.55M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229K+ 52.69% |
$6.08M - $6.24M
|
665K
$13.5M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
222K+ 6.03% |
$5.89M - $6.05M
|
3.91M
$79.2M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
213K+ 98.75% |
$5.64M - $5.78M
|
428K
$8.68M
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
193KNew |
$5.12M - $5.25M
|
193K
$3.91M
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
175K+ 82.94% |
$4.65M - $4.77M
|
387K
$7.84M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
152KNew |
$4.02M - $4.12M
|
152K
$3.08M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
137K+ 233.49% |
$3.63M - $3.73M
|
196K
$3.97M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
128KNew |
$3.4M - $3.49M
|
128K
$2.6M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121KNew |
$3.21M - $3.29M
|
121K
$2.45M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
120K+ 167.24% |
$3.19M - $3.27M
|
192K
$3.9M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81.5K+ 32.45% |
$2.16M - $2.22M
|
333K
$6.75M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70K+ 27.86% |
$1.86M - $1.9M
|
321K
$6.51M
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
63.5K+ 14.43% |
$1.68M - $1.73M
|
503K
$10.2M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.1K+ 117.78% |
$1.44M - $1.47M
|
100K
$2.03M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
46.5K+ 8.6% |
$1.23M - $1.27M
|
588K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.3K+ 3.35% |
$1.15M - $1.18M
|
1.34M
$27.1M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
40.3KNew |
$1.07M - $1.1M
|
40.3K
$817K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.8K+ 2.5% |
$1.05M - $1.08M
|
1.63M
$33M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
39K+ 22.35% |
$1.03M - $1.06M
|
213K
$4.33M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.9K+ 29.67% |
$1M - $1.03M
|
166K
$3.36M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.3KNew |
$856K - $878K
|
32.3K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.3KNew |
$777K - $797K
|
29.3K
$594K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.9KNew |
$767K - $787K
|
28.9K
$587K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
28.4K+ 209.12% |
$752K - $771K
|
41.9K
$850K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.7K+ 28.52% |
$734K - $753K
|
125K
$2.53M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
23.6K+ 81.14% |
$625K - $641K
|
52.6K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.8K+ 25.03% |
$579K - $593K
|
109K
$2.21M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.6K+ 126.03% |
$574K - $589K
|
38.8K
$787K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
21.4K+ 25.38% |
$567K - $582K
|
106K
$2.14M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
21KNew |
$558K - $572K
|
21K
$427K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19.1K+ 66.25% |
$506K - $519K
|
47.9K
$971K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18K+ 17.7% |
$478K - $490K
|
120K
$2.43M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.6K+ 143.98% |
$468K - $480K
|
29.9K
$606K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.3K+ 1.76% |
$458K - $470K
|
998K
$20.2M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.9KNew |
$447K - $458K
|
16.9K
$342K
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
15K+ 5.76% |
$399K - $409K
|
276K
$5.6M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.7KNew |
$391K - $401K
|
14.7K
$299K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1K+ 3.85% |
$373K - $382K
|
379K
$7.69M
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
11.6K+ 7.93% |
$307K - $315K
|
157K
$3.19M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.2KNew |
$298K - $305K
|
11.2K
$228K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
10.7K+ 5.48% |
$285K - $292K
|
207K
$4.19M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
9.86K+ 4.86% |
$261K - $268K
|
213K
$4.32M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8.43K+ 12.52% |
$224K - $229K
|
75.8K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
8.2KNew |
$217K - $223K
|
8.2K
$166K
|