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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
5.47KNew |
$284K - $304K
|
5.47K
$277K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 44.46% |
$839K - $898K
|
20.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.06K- 22.76% |
$211K - $226K
|
13.8K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30- 0.74% |
$1.56K - $1.67K
|
4K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$156 - $167
|
3
$152
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-446- 8.94% |
$23.2K - $24.8K
|
4.54K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75New |
$3.9K - $4.17K
|
75
$3.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
857New |
$44.6K - $47.7K
|
857
$43.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-331- 39.83% |
$17.2K - $18.4K
|
500
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.5KNew |
$286K - $306K
|
5.5K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$557K - $596K
|
10.7K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$5.72K - $6.12K
|
110
$5.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$204K - $218K
|
3.93K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40New |
$2.08K - $2.23K
|
40
$2.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-462- 57.75% |
$24K - $25.7K
|
338
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34KNew |
$226K - $242K
|
4.34K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-93- 0.54% |
$4.84K - $5.18K
|
17.2K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$164K - $176K
|
3.16K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-764- 4.43% |
$39.7K - $42.5K
|
16.5K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.11K- 7.28% |
$214K - $229K
|
52.3K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.82KNew |
$198K - $212K
|
3.82K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670New |
$34.8K - $37.3K
|
670
$34K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.23K- 2.66% |
$116K - $124K
|
81.7K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.8KNew |
$93.8K - $100K
|
1.8K
$91.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
704New |
$36.6K - $39.2K
|
704
$35.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.8KNew |
$612K - $655K
|
11.8K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
180New |
$9.36K - $10K
|
180
$9.13K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-48.2K- 50.05% |
$2.51M - $2.68M
|
48.1K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 3.94% |
$7.8K - $8.35K
|
3.95K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$11.7M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
404New |
$19.1K - $21.2K
|
404
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-7.2K- 2.49% |
$340K - $378K
|
282K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.21KNew |
$57.1K - $63.4K
|
1.21K
$61.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.44M
|
27.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.33K- 49.64% |
$441K - $490K
|
9.47K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.34KNew |
$111K - $123K
|
2.34K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 10.2% |
$3.54M - $3.94M
|
809K
$41.1M
|
|
|
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
$73.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 61.76% |
$2.98K - $3.31K
|
165
$8.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11K+ 227.5% |
$520K - $578K
|
15.8K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.28% |
$1.42K - $1.58K
|
10.6K
$539K
|
|
|
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
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.2K- 19.98% |
$56.9K - $63.2K
|
4.82K
$244K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.23KNew |
$101K - $111K
|
2.23K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.17KNew |
$188K - $208K
|
4.17K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.24KNew |
$237K - $262K
|
5.24K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.08K - $2.3K
|
46
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.78KNew |
$216K - $239K
|
4.78K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.45% |
$181 - $200
|
159
$8.06K
|
|