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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.22K+ 8.2% |
$199K - $222K
|
55.7K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17+ 0.09% |
$804 - $893
|
18.2K
$983K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
404New |
$19.1K - $21.2K
|
404
$21.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.1K+ 15.86% |
$2.56M - $2.84M
|
395K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.51KNew |
$355K - $394K
|
7.51K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-750- 1.11% |
$35.5K - $39.4K
|
66.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 14.6% |
$72.1K - $80.1K
|
12K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.7K+ 92.1% |
$789K - $877K
|
34.8K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62+ 0.05% |
$2.93K - $3.26K
|
128K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-69.1K- 31.31% |
$3.27M - $3.63M
|
152K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70.3K+ 28.17% |
$3.33M - $3.7M
|
320K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3KNew |
$1.48M - $1.65M
|
31.3K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
26.3K+ 83.42% |
$1.24M - $1.38M
|
57.8K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 45.01% |
$510K - $566K
|
13.2K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.25K+ 1.13% |
$107K - $118K
|
202K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.4K+ 3.93% |
$2.24M - $2.49M
|
1.25M
$67.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.84KNew |
$466K - $517K
|
9.84K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39.1K+ 11.08% |
$1.85M - $2.06M
|
392K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.72K+ 21.88% |
$176K - $195K
|
20.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 8.1% |
$540K - $600K
|
152K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 9.76% |
$721K - $801K
|
171K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
97+ 0.84% |
$4.59K - $5.1K
|
11.7K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-570- 12.39% |
$27K - $30K
|
4.03K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.7K- 17.17% |
$175K - $194K
|
17.8K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
202+ 4.89% |
$9.55K - $10.6K
|
4.33K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 40.06% |
$664K - $738K
|
21K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22K+ 3.29% |
$1.04M - $1.16M
|
692K
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.44K+ 98.2% |
$257K - $286K
|
11K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.05K+ 5.98% |
$96.9K - $108K
|
36.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 0.52% |
$1.11M - $1.23M
|
4.47M
$242M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 0.36% |
$1.04M - $1.16M
|
6.04M
$327M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-7.2K- 2.49% |
$340K - $378K
|
282K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 10.34% |
$1.44M - $1.6M
|
326K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.21KNew |
$57.1K - $63.4K
|
1.21K
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.9K- 12.37% |
$232K - $257K
|
34.7K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75.4K- 15.75% |
$3.56M - $3.96M
|
403K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.79K- 39.66% |
$274K - $304K
|
8.81K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.75K+ 34.26% |
$272K - $302K
|
22.6K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 3.86% |
$544K - $604K
|
309K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.5K- 3.54% |
$4.09M - $4.55M
|
2.36M
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.2K- 25.15% |
$481K - $534K
|
30.2K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 1.52% |
$842K - $936K
|
1.16M
$62.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
446+ 9.82% |
$21.1K - $23.4K
|
4.99K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-76- 0.82% |
$3.59K - $3.99K
|
9.15K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.68K- 6.94% |
$79.3K - $88.1K
|
22.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 10.5% |
$5.33M - $5.92M
|
1.19M
$64.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.04K+ 18.95% |
$144K - $160K
|
19.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 9.19% |
$1.16M - $1.29M
|
292K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.33K- 49.64% |
$441K - $490K
|
9.47K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.7K+ 127.53% |
$980K - $1.09M
|
37K
$2M
|