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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
22.1K+ 7.13% |
$1.11M - $1.23M
|
331K
$16.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
277+ 5.14% |
$13.9K - $15.5K
|
5.67K
$287K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$653 - $727
|
2.01K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.93K+ 30.54% |
$197K - $220K
|
16.8K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.4K+ 112.54% |
$372K - $414K
|
14K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.02K- 49.99% |
$403K - $448K
|
8.03K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.2K- 69.62% |
$914K - $1.02M
|
7.93K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.2KNew |
$1.47M - $1.63M
|
29.2K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-318- 2.24% |
$16K - $17.8K
|
13.9K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-72- 1.6% |
$3.62K - $4.02K
|
4.42K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.86K+ 14.08% |
$496K - $551K
|
79.9K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
47.6K+ 3.61% |
$2.39M - $2.66M
|
1.37M
$69.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.36K+ 1.91% |
$219K - $244K
|
233K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.97K+ 7.51% |
$149K - $166K
|
42.6K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
863+ 6.17% |
$43.4K - $48.2K
|
14.8K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 2.24% |
$1.02M - $1.13M
|
927K
$47M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
58.1KNew |
$2.92M - $3.25M
|
58.1K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
436+ 1.55% |
$21.9K - $24.4K
|
28.6K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
553+ 10.68% |
$27.8K - $30.9K
|
5.73K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
541+ 3.85% |
$27.2K - $30.2K
|
14.6K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.31K+ 19.04% |
$267K - $297K
|
33.2K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.33K- 1.94% |
$117K - $130K
|
117K
$5.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
68.8K+ 111.95% |
$3.46M - $3.85M
|
130K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.06% |
$251 - $280
|
8.33K
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-394- 2.67% |
$19.8K - $22K
|
14.4K
$728K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-427- 1.1% |
$21.5K - $23.9K
|
38.5K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.2K+ 76.0% |
$1.42M - $1.58M
|
65.3K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.3 - $55.9
|
767
$38.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51KNew |
$2.56M - $2.85M
|
51K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
373+ 2.97% |
$18.7K - $20.9K
|
12.9K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.8K- 18.09% |
$141K - $156K
|
12.7K
$643K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-86- 0.52% |
$4.32K - $4.81K
|
16.5K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
316New |
$15.9K - $17.7K
|
316
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 22.94% |
$63.6K - $70.8K
|
6.78K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.16% |
$854 - $950
|
10.4K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-72- 0.73% |
$3.62K - $4.02K
|
9.82K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
672+ 13.01% |
$33.8K - $37.6K
|
5.84K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-590- 20.98% |
$29.6K - $33K
|
2.22K
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19.7K+ 13.76% |
$988K - $1.1M
|
163K
$8.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.23% |
$3.32K - $3.69K
|
29K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-176- 0.27% |
$8.84K - $9.84K
|
66K
$3.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-92- 1.45% |
$4.62K - $5.14K
|
6.26K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$50.3 - $55.9
|
5.39K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.02KNew |
$202K - $225K
|
4.02K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
19.2K+ 68.66% |
$963K - $1.07M
|
47.1K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-120- 1.49% |
$6.03K - $6.71K
|
7.94K
$403K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-137- 3.06% |
$6.88K - $7.66K
|
4.35K
$220K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.13K- 6.4% |
$56.6K - $63K
|
16.5K
$835K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-148K- 13.45% |
$7.72M - $8.26M
|
956K
$48.5M
|
|