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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 10.2% |
$3.54M - $3.94M
|
809K
$44.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.6K- 5.32% |
$3.86M - $4.29M
|
1.45M
$79.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 61.76% |
$2.98K - $3.31K
|
165
$9.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11K+ 227.5% |
$520K - $578K
|
15.8K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.02K- 0.5% |
$143K - $159K
|
596K
$32.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-163- 1.61% |
$7.71K - $8.57K
|
9.93K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.15K+ 7.89% |
$386K - $428K
|
111K
$6.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.28% |
$1.42K - $1.58K
|
10.6K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1+ 0.02% |
$47.3 - $52.6
|
5.02K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
11.1K+ 5.84% |
$525K - $584K
|
201K
$11M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 0.97% |
$69K - $76.7K
|
152K
$8.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-672- 3.75% |
$31.8K - $35.3K
|
17.3K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.3KNew |
$2.05M - $2.28M
|
43.3K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
292+ 32.66% |
$13.8K - $15.3K
|
1.19K
$65.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.2K- 19.98% |
$56.9K - $63.2K
|
4.82K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
652+ 1.91% |
$30.8K - $34.3K
|
34.8K
$1.91M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.37K+ 7.66% |
$152K - $168K
|
47.3K
$2.6M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.23KNew |
$101K - $111K
|
2.23K
$122K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-350- 36.88% |
$15.8K - $17.5K
|
599
$32.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
302+ 0.33% |
$13.6K - $15.1K
|
91.3K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.08K - $2.3K
|
46
$2.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.24KNew |
$237K - $262K
|
5.24K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.17KNew |
$188K - $208K
|
4.17K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 13.5% |
$67.1K - $74.2K
|
12.5K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.57KNew |
$252K - $279K
|
5.57K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.45% |
$181 - $200
|
159
$8.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.78KNew |
$216K - $239K
|
4.78K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.51K- 80.85% |
$159K - $175K
|
831
$45.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 3.42% |
$46.3K - $51.2K
|
28.9K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
806+ 2.04% |
$36.4K - $40.3K
|
40.2K
$2.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
860New |
$38.9K - $43K
|
860
$47.2K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 19.58% |
$45.2K - $50K
|
4.11K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.34K+ 28.6% |
$106K - $117K
|
10.5K
$579K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
460+ 124.32% |
$20.8K - $23K
|
830
$45.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 19.13% |
$56.1K - $62.1K
|
5.25K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$1.13K - $1.25K
|
25
$1.37K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$36.2K - $40K
|
800
$43.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-204- 0.42% |
$9.22K - $10.2K
|
48.6K
$2.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 3.07% |
$13.6K - $15K
|
10.1K
$554K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-46.6K- 89.58% |
$2.1M - $2.33M
|
5.42K
$297K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 65.79% |
$136K - $150K
|
1.56K
$85.6K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 14.71% |
$45.8K - $50.6K
|
7.9K
$434K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-448- 5.78% |
$20.2K - $22.4K
|
7.3K
$401K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-307- 2.04% |
$13.9K - $15.3K
|
14.8K
$810K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$138K - $153K
|
3.06K
$168K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 6.04% |
$4.26K - $4.77K
|
1.56K
$85.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.58% |
$553 - $620
|
2.24K
$123K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.34KNew |
$99.6K - $112K
|
2.34K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.75KNew |
$202K - $227K
|
4.75K
$261K
|
|