Latest Institutional Transactions on Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Lar (PTLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-107K- 40.03% |
$5.08M - $5.53M
|
160K
$8.14M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
58.6K+ 33.52% |
$2.78M - $3.03M
|
234K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.44K- 24.31% |
$68K - $74.1K
|
4.47K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9K+ 106.47% |
$563K - $613K
|
23K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
225K+ 98262.01% |
$10.7M - $11.6M
|
225K
$11.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 3.95% |
$30.8K - $33.5K
|
17.1K
$867K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.42K- 1.66% |
$162K - $177K
|
202K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.75K- 91.93% |
$178K - $194K
|
329
$16.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.3K- 33.17% |
$486K - $530K
|
20.7K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.5K- 11.52% |
$403K - $439K
|
65.3K
$3.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.99KNew |
$379K - $413K
|
7.99K
$405K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
34+ 0.68% |
$1.71K - $1.9K
|
5.05K
$256K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$402 - $447
|
1.28K
$64.8K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-50.5K- 44.51% |
$2.54M - $2.82M
|
63K
$3.19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90.1K- 31.41% |
$4.53M - $5.04M
|
197K
$9.98M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.54K+ 8.17% |
$77.6K - $86.3K
|
20.5K
$1.04M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.54K+ 1.3% |
$228K - $254K
|
354K
$18M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 28.57% |
$71.9K - $80K
|
6.44K
$327K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
49.5KNew |
$2.49M - $2.77M
|
49.5K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.3K+ 1.74% |
$4.09M - $4.55M
|
4.75M
$241M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.1K+ 1.04% |
$3.17M - $3.53M
|
6.15M
$312M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
168+ 1.82% |
$8.44K - $9.39K
|
9.39K
$476K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.34K+ 2.56% |
$168K - $187K
|
134K
$6.78M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.58K+ 13.37% |
$130K - $144K
|
21.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.08K- 50.72% |
$306K - $340K
|
5.91K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.76K- 30.71% |
$139K - $154K
|
6.23K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$151 - $168
|
645
$32.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.12K- 9.62% |
$107K - $119K
|
19.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.8K+ 19.09% |
$644K - $716K
|
79.9K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$251 - $280
|
9.97K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.51K- 18.85% |
$277K - $308K
|
23.7K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.42K- 12.58% |
$272K - $303K
|
37.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-800- 4.18% |
$40.2K - $44.7K
|
18.3K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 7.65% |
$143K - $159K
|
40.1K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.9M - $6.56M
|
117K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-471- 6.94% |
$23.7K - $26.3K
|
6.32K
$320K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-6.07K- 4.95% |
$305K - $340K
|
117K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.04K- 2.63% |
$203K - $226K
|
149K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
981+ 5.28% |
$49.3K - $54.8K
|
19.6K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 68.73% |
$141K - $157K
|
6.87K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74+ 0.22% |
$3.72K - $4.14K
|
34K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 46.16% |
$409K - $455K
|
25.8K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
135K+ 19.34% |
$6.76M - $7.52M
|
831K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.48K- 29.04% |
$477K - $530K
|
23.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5K+ 74.33% |
$251K - $280K
|
11.7K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.32K+ 18.8% |
$167K - $185K
|
20.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.81K- 4.39% |
$90.8K - $101K
|
39.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.7K- 69.2% |
$2.25M - $2.5M
|
19.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.7K+ 3.51% |
$1.04M - $1.16M
|
610K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-952- 1.23% |
$47.8K - $53.2K
|
76.6K
$3.88M
|
|