Purchases and Sales Made in Q4 2022 in Pacer Fds Tr Trendpilot U S Bo (PTBD)

PTBD Quotes by TradingView

This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q4 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
Feb 17, 2023 Q4 2022
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
67K
New
$1.32M - $1.4M
67K $1.36M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
35.5K
+ 43.59%
$698K - $742K
117K $2.37M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
33.1K
+ 21.85%
$650K - $692K
185K $3.74M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
30.7K
New
$603K - $642K
30.7K $623K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
28K
+ 47.38%
$549K - $584K
87K $1.76M
Feb 02, 2023 Q4 2022
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
18.6K
New
$365K - $389K
18.6K $377K
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
17.4K
New
$341K - $363K
17.4K $352K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
15.8K
+ 1.66%
$310K - $329K
967K $19.6M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14K
New
$274K - $292K
14K $283K
Apr 21, 2023 Q4 2022
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
11.3K
New
$222K - $237K
11.3K $230K
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
10.4K
New
$205K - $218K
10.4K $212K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
10.1K
New
$199K - $211K
10.1K $205K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
9.27K
New
$182K - $194K
9.27K $188K
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
6.11K
+ 18.71%
$120K - $128K
38.8K $787K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4.46K
New
$87.5K - $93.1K
4.46K $90.3K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
4.46K
New
$87.5K - $93.1K
4.46K $90.3K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
4.44K
+ 43.19%
$87.2K - $92.8K
14.7K $299K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
4.4K
New
$86.4K - $91.9K
4.4K $89.3K
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
2.05K
New
$40.2K - $42.8K
2.05K $41.6K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.87K
+ 5.11%
$36.6K - $39K
38.4K $778K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.75K
New
$34.3K - $36.5K
1.75K $35.4K
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
1.39K
+ 2.45%
$27.2K - $29K
58.1K $1.18M
Feb 13, 2023 Q4 2022
Koss Olinger Consulting, LLC

BUY
 -
319
+ 0.51%
$6.26K - $6.66K
62.4K $1.26M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
173
New
$3.4K - $3.61K
173 $3.51K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
140
New
$2.75K - $2.92K
140 $2.84K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
87
+ 0.67%
$1.71K - $1.82K
13.1K $266K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
20
New
$393 - $418
20 $406
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-28
- 0.91%
$550 - $585
3.06K $62.1K
Jan 27, 2023 Q4 2022
Pfg Advisors

SELL
 -
-127
- 0.23%
$2.49K - $2.65K
56.1K $1.14M
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-136
- 3.03%
$2.67K - $2.84K
4.36K $88.4K
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-242
- 0.59%
$4.75K - $5.06K
41K $832K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-251
- 5.45%
$4.93K - $5.24K
4.36K $88.4K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-300
- 45.11%
$5.89K - $6.27K
365 $7.4K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-730
- 5.59%
$14.3K - $15.2K
12.3K $250K
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-836
- 7.31%
$16.4K - $17.5K
10.6K $215K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-949
- 7.4%
$18.6K - $19.8K
11.9K $241K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-1.25K
- 10.78%
$24.5K - $26K
10.3K $209K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

SELL
 -
-1.25K
- 3.52%
$24.6K - $26.1K
34.3K $696K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-1.67K
- 5.66%
$32.8K - $34.9K
27.9K $565K
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-1.68K
- 7.34%
$33K - $35.2K
21.3K $431K
Jan 09, 2024 Q4 2022
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-1.71K
- 21.83%
$33.5K - $35.7K
6.11K $124K
Jan 30, 2023 Q4 2022
Sound Financial Strategies Group, LLC

SELL
 -
-1.87K
- 42.25%
$36.6K - $39K
2.55K $51.7K
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-1.9K
- 4.17%
$37.2K - $39.6K
43.6K $884K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-2.05K
- 13.28%
$40.2K - $42.8K
13.4K $271K
Jan 24, 2023 Q4 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.13K
- 7.96%
$61.3K - $65.3K
36.1K $733K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-3.54K
- 64.21%
$69.5K - $73.9K
1.97K $40K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-3.78K
- 26.4%
$74.2K - $79K
10.5K $214K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-4.01K
- 18.59%
$78.8K - $83.9K
17.6K $356K

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