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 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.44M
|
27.5K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.15K- 1.9% |
$54.5K - $60.6K
|
59.6K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.2K- 3.03% |
$293K - $326K
|
199K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.9K+ 21.29% |
$4.54M - $5.04M
|
547K
$29.6M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.76K- 1.56% |
$83.1K - $92.4K
|
111K
$6.01M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 4.28% |
$2.7K - $3K
|
1.28K
$69K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
217+ 1.19% |
$10.3K - $11.4K
|
18.5K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-86K- 73.13% |
$4.06M - $4.52M
|
31.6K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 4.16% |
$9.46K - $10.5K
|
5K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8K+ 0.71% |
$654K - $727K
|
1.96M
$106M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.19% |
$473 - $526
|
5.3K
$287K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
148KNew |
$6.99M - $7.77M
|
148K
$8M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.1K- 14.32% |
$2.56M - $2.84M
|
324K
$17.5M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 6.76% |
$9.69M - $10.8M
|
3.24M
$175M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.91K+ 170.58% |
$327K - $363K
|
11K
$593K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.7K+ 9.11% |
$3.29M - $3.66M
|
835K
$45.1M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.29K- 7.54% |
$108K - $120K
|
28.1K
$1.52M
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.81K+ 23.85% |
$417K - $463K
|
45.7K
$2.47M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.7K+ 13.42% |
$175K - $194K
|
31.3K
$1.69M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 29.33% |
$526K - $584K
|
49K
$2.65M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.88K+ 14.73% |
$136K - $151K
|
22.4K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.54K+ 4.04% |
$72.9K - $81K
|
39.7K
$2.15M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-291- 1.86% |
$13.8K - $15.3K
|
15.4K
$831K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
597+ 1326.67% |
$28.2K - $31.4K
|
642
$34.7K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49- 0.39% |
$2.32K - $2.57K
|
12.4K
$671K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-665- 2.48% |
$31.4K - $34.9K
|
26.1K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.42K+ 1.55% |
$162K - $180K
|
225K
$12.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.92K+ 54.9% |
$422K - $468K
|
25.2K
$1.36M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
197+ 0.43% |
$9.32K - $10.4K
|
46.4K
$2.51M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 14.77% |
$9.46K - $10.5K
|
1.15K
$62.4K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.82K+ 21.75% |
$133K - $148K
|
15.8K
$854K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-46- 0.71% |
$2.18K - $2.42K
|
6.44K
$348K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.8KNew |
$2.26M - $2.51M
|
47.8K
$2.59M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
769+ 2.21% |
$36.4K - $40.4K
|
35.6K
$1.93M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
195+ 2.18% |
$9.22K - $10.2K
|
9.15K
$495K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-290- 1.3% |
$13.7K - $15.2K
|
22K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
307K+ 48.91% |
$14.5M - $16.1M
|
934K
$50.5M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44K+ 4.25% |
$210K - $233K
|
109K
$5.88M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.79K+ 2.24% |
$227K - $252K
|
219K
$11.8M
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.21K+ 8.11% |
$247K - $274K
|
69.5K
$3.76M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
83.9KNew |
$3.97M - $4.41M
|
83.9K
$4.54M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
26.2K+ 12.13% |
$1.24M - $1.38M
|
242K
$13.1M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.01K- 14.6% |
$142K - $158K
|
17.6K
$952K
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.41K+ 6.94% |
$114K - $127K
|
37.2K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.38% |
$169K - $187K
|
84.9K
$4.59M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
148+ 2.99% |
$7K - $7.78K
|
5.09K
$275K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.9K+ 11.17% |
$799K - $888K
|
168K
$9.1M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48K+ 205.1% |
$354K - $393K
|
11.1K
$602K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
816+ 4.45% |
$38.6K - $42.9K
|
19.2K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 21.32% |
$94.4K - $105K
|
7.37K
$398K
|