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 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 29.45% |
$122K - $125K
|
11K
$222K
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4.73K- 25.04% |
$125K - $129K
|
14.2K
$286K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.92K- 34.35% |
$131K - $134K
|
9.41K
$190K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-5.43K- 30.76% |
$144K - $148K
|
12.2K
$247K
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7.03K- 0.3% |
$187K - $191K
|
2.34M
$47.2M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.78K- 28.21% |
$233K - $239K
|
22.3K
$451K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.42K- 56.54% |
$250K - $256K
|
7.24K
$146K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.1KClosed |
$269K - $275K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-10.2K- 7.95% |
$271K - $278K
|
118K
$2.39M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 4.87% |
$284K - $291K
|
209K
$4.21M
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-11.3K- 9.58% |
$299K - $306K
|
106K
$2.15M
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-11.7K- 3.16% |
$309K - $317K
|
357K
$7.21M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8K- 10.73% |
$313K - $321K
|
98.1K
$1.98M
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-15.3K- 25.63% |
$405K - $416K
|
44.4K
$895K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.8K- 62.75% |
$419K - $429K
|
9.37K
$189K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.1K- 5.11% |
$426K - $437K
|
299K
$6.03M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.3KClosed |
$458K - $470K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.64% |
$554K - $568K
|
294K
$5.93M
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.9KClosed |
$555K - $569K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.2KClosed |
$562K - $577K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-21.6K- 19.77% |
$573K - $588K
|
87.7K
$1.77M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-23.3K- 54.11% |
$618K - $634K
|
19.8K
$399K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30.4K- 78.17% |
$807K - $828K
|
8.5K
$172K
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-33K- 27.03% |
$876K - $898K
|
89.2K
$1.8M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.6K- 78.02% |
$970K - $995K
|
10.3K
$208K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-48.5KClosed |
$1.29M - $1.32M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-67.6K- 3.27% |
$1.79M - $1.84M
|
2M
$40.3M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.3K- 81.24% |
$2.5M - $2.57M
|
21.8K
$439K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110KClosed |
$2.92M - $2.99M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-118KClosed |
$3.14M - $3.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-121K- 8.01% |
$3.2M - $3.28M
|
1.39M
$28M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-137K- 23.45% |
$3.63M - $3.72M
|
446K
$9.01M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-147K- 75.22% |
$3.91M - $4.01M
|
48.6K
$981K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-211KClosed |
$5.59M - $5.73M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-227K- 48.65% |
$6.01M - $6.17M
|
239K
$4.83M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-451K- 37.08% |
$12M - $12.3M
|
765K
$15.4M
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-485K- 17.87% |
$12.9M - $13.2M
|
2.23M
$45M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-515K- 65.43% |
$13.7M - $14M
|
272K
$5.5M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-685K- 54.19% |
$18.2M - $18.6M
|
579K
$11.7M
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.2M- 33.67% |
$31.7M - $32.6M
|
2.36M
$47.6M
|