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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.2K+ 97.27% |
$1.32M - $1.46M
|
53.1K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-79.5K- 84.83% |
$4M - $4.45M
|
14.2K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.1K+ 5.08% |
$306K - $341K
|
126K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.83K- 60.36% |
$394K - $438K
|
5.14K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 38.21% |
$66.9M - $74.5M
|
4.82M
$244M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25- 0.4% |
$1.26K - $1.4K
|
6.3K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 14.93% |
$3.32K - $3.69K
|
376
$19.1K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.16% |
$12.8K - $14.3K
|
21.7K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 10.32% |
$1.67M - $1.86M
|
356K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.11% |
$553 - $615
|
10.1K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.1K+ 3.08% |
$1.91M - $2.13M
|
1.27M
$64.7M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-222- 0.11% |
$11.2K - $12.4K
|
210K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.39K+ 54.21% |
$321K - $357K
|
18.2K
$921K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.47K+ 128.82% |
$73.7K - $81.9K
|
2.6K
$132K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.9K+ 13.36% |
$1.05M - $1.17M
|
178K
$9.02M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.44K+ 19.73% |
$324K - $360K
|
39.1K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 90.59% |
$279K - $310K
|
11.7K
$592K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66K+ 61.21% |
$3.32M - $3.69M
|
174K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.07K+ 5.04% |
$104K - $116K
|
43.1K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34K+ 72.68% |
$117K - $131K
|
5.55K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.35K+ 60.75% |
$118K - $131K
|
6.22K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.01% |
$754 - $839
|
206K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.7K+ 8.53% |
$888K - $988K
|
225K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.6% |
$251 - $280
|
835
$42.4K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-173- 1.83% |
$8.69K - $9.67K
|
9.28K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-409- 4.48% |
$20.6K - $22.9K
|
8.73K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78New |
$3.92K - $4.36K
|
78
$3.96K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
180+ 0.48% |
$9.05K - $10.1K
|
38.1K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
187+ 24.1% |
$9.4K - $10.5K
|
963
$48.8K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.6K+ 42.55% |
$1.14M - $1.26M
|
75.7K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.17% |
$101 - $112
|
1.19K
$60.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 22.52% |
$3.77K - $4.19K
|
258
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-270- 1.77% |
$13.6K - $15.1K
|
15K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 14.01% |
$75.4K - $83.9K
|
12.2K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.71K+ 9.25% |
$488K - $543K
|
115K
$5.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-353- 3.6% |
$17.7K - $19.7K
|
9.45K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
218+ 0.71% |
$11K - $12.2K
|
30.9K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-266- 3.69% |
$13.4K - $14.9K
|
6.94K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-163- 0.54% |
$8.19K - $9.11K
|
30.1K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-184- 3.61% |
$9.25K - $10.3K
|
4.91K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.8K+ 41.15% |
$995K - $1.11M
|
67.9K
$3.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44.3KNew |
$2.23M - $2.48M
|
44.3K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.86K+ 1.28% |
$194K - $216K
|
306K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
374+ 3.43% |
$18.8K - $20.9K
|
11.3K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.2K- 9.09% |
$60.3K - $67.1K
|
12K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 16.89% |
$7.77M - $8.65M
|
1.07M
$54.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.9K+ 28.7% |
$1.7M - $1.89M
|
152K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748+ 3.28% |
$37.6K - $41.8K
|
23.6K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.2K+ 12.99% |
$662K - $736K
|
115K
$5.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-69- 0.93% |
$3.47K - $3.86K
|
7.34K
$372K
|