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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.46K- 2.05% |
$224K - $249K
|
213K
$10.8M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 654.17% |
$54.4M - $60.6M
|
1.25M
$63.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.15K+ 1.6% |
$309K - $344K
|
389K
$19.7M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$589K - $655K
|
11.7K
$595K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.29K+ 59.4% |
$165K - $184K
|
8.83K
$448K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.4K- 72.2% |
$874K - $973K
|
6.7K
$340K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
340New |
$17.1K - $19K
|
340
$17.2K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.5K+ 38.51% |
$327K - $363K
|
23.4K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
45+ 1.04% |
$2.26K - $2.52K
|
4.38K
$222K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.6K+ 41.01% |
$584K - $650K
|
40K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-87- 0.44% |
$4.37K - $4.86K
|
19.6K
$996K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
264+ 2.74% |
$13.3K - $14.8K
|
9.89K
$501K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4K+ 1.04% |
$201K - $223K
|
390K
$19.8M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185K+ 43.65% |
$9.28M - $10.3M
|
608K
$30.8M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
37+ 0.09% |
$1.86K - $2.07K
|
40.6K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 1.66% |
$123K - $137K
|
150K
$7.61M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.54KNew |
$228K - $254K
|
4.54K
$230K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17.8K+ 29.14% |
$893K - $994K
|
78.8K
$4M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 4.14% |
$5.15M - $5.73M
|
2.58M
$131M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 354.98% |
$414K - $460K
|
10.6K
$535K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53- 0.63% |
$2.66K - $2.96K
|
8.3K
$421K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 7.24% |
$91.5K - $102K
|
27K
$1.37M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-19.5K- 21.53% |
$978K - $1.09M
|
70.9K
$3.6M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
36.8K+ 70.13% |
$1.85M - $2.05M
|
89.2K
$4.52M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-62- 5.44% |
$3.12K - $3.47K
|
1.08K
$54.7K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 5.12% |
$905K - $1.01M
|
370K
$18.8M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 11.89% |
$74.6K - $83K
|
11K
$558K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 1.14% |
$698K - $776K
|
1.23M
$62.6M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-473- 80.17% |
$23.8K - $26.4K
|
117
$5.93K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
426K+ 17.47% |
$21.4M - $23.8M
|
2.86M
$145M
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18+ 0.44% |
$905 - $1.01K
|
4.15K
$211K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.39K+ 15.09% |
$472K - $525K
|
71.6K
$3.63M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.67% |
$201 - $224
|
603
$30.6K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 1552.89% |
$6.91M - $7.68M
|
146K
$7.42M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.98K+ 0.66% |
$200K - $223K
|
606K
$30.8M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.81K+ 0.49% |
$493K - $548K
|
1.99M
$101M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.6K+ 2.39% |
$80.4K - $89.4K
|
68.5K
$3.47M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.72KNew |
$136K - $152K
|
2.72K
$138K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147K- 81.59% |
$7.41M - $8.24M
|
33.3K
$1.69M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 5.82% |
$55.8K - $62K
|
20.2K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 8.24% |
$5.58M - $6.2M
|
1.46M
$73.9M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.23% |
$101 - $112
|
862
$43.7K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
75.6K+ 853.88% |
$3.8M - $4.23M
|
84.4K
$4.28M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 4.39% |
$729K - $811K
|
345K
$17.5M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 8.69% |
$64.9K - $72.2K
|
16.1K
$819K
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.68K+ 50.2% |
$185K - $205K
|
11K
$558K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.3% |
$73.3K - $81.5K
|
42.7K
$2.17M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-225- 0.6% |
$11.3K - $12.6K
|
37.4K
$1.9M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04K+ 4.91% |
$454K - $505K
|
193K
$9.79M
|