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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
8.06KNew |
$214K - $219K
|
8.06K
$164K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.96K+ 31.72% |
$185K - $189K
|
28.9K
$587K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.75K+ 18.03% |
$152K - $156K
|
37.6K
$765K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
5.44K+ 17.67% |
$144K - $148K
|
36.2K
$736K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.56K+ 46.85% |
$121K - $124K
|
14.3K
$291K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.28K+ 2.08% |
$114K - $116K
|
210K
$4.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.27K+ 14.87% |
$113K - $116K
|
33K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.59K+ 943.95% |
$95.1K - $97.6K
|
3.97K
$80.6K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.74K+ 25.9% |
$72.6K - $74.5K
|
13.3K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.69K+ 5.35% |
$71.2K - $73.1K
|
52.9K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 16.02% |
$38.9K - $39.9K
|
10.6K
$216K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.28K+ 3.58% |
$33.9K - $34.8K
|
37K
$752K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.07K+ 11.52% |
$28.5K - $29.2K
|
10.4K
$211K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$26.5K - $27.2K
|
1K
$20.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
984New |
$26.1K - $26.8K
|
984
$20K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
536+ 2.6% |
$14.2K - $14.6K
|
21.1K
$429K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
518+ 1.52% |
$13.7K - $14.1K
|
34.7K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
507New |
$13.4K - $13.8K
|
507
$10.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
469+ 6.22% |
$12.4K - $12.8K
|
8.01K
$163K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431New |
$11.4K - $11.7K
|
431
$8.76K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
414+ 0.69% |
$11K - $11.3K
|
60.8K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 18.2% |
$9.95K - $10.2K
|
2.44K
$49.5K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
371+ 4.79% |
$9.84K - $10.1K
|
8.11K
$165K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
350New |
$9.28K - $9.52K
|
350
$7.11K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
245New |
$6.5K - $6.66K
|
245
$4.98K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
223+ 2.09% |
$5.91K - $6.07K
|
10.9K
$221K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
190+ 0.43% |
$5.04K - $5.17K
|
44.5K
$905K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
165New |
$4.38K - $4.49K
|
165
$3.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161New |
$4.27K - $4.38K
|
161
$3.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$3.98K - $4.08K
|
150
$3.05K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
132+ 0.63% |
$3.5K - $3.59K
|
21K
$427K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
110New |
$2.92K - $2.99K
|
110
$2.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 0.39% |
$822 - $843
|
7.97K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8+ 0.15% |
$212 - $218
|
5.39K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80Closed |
$2.12K - $2.18K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$5.3K - $5.44K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-365- 1.82% |
$9.68K - $9.93K
|
19.6K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-642- 0.33% |
$17K - $17.5K
|
196K
$3.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1K- 3.11% |
$26.5K - $27.2K
|
31.2K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.02KClosed |
$27K - $27.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.06KClosed |
$28.1K - $28.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 1.39% |
$30.3K - $31.1K
|
80.7K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.58K- 4.39% |
$41.8K - $42.9K
|
34.4K
$698K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.86K- 1.11% |
$49.4K - $50.6K
|
166K
$3.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$53K - $54.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.02K- 2.86% |
$53.5K - $54.9K
|
68.7K
$1.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-2.39K- 1.61% |
$63.3K - $64.9K
|
146K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.59KClosed |
$68.6K - $70.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.05K- 9.46% |
$107K - $110K
|
38.8K
$787K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.07K- 10.42% |
$108K - $111K
|
35K
$711K
|