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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 19.58% |
$45.2K - $50K
|
4.11K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.34K+ 28.6% |
$106K - $117K
|
10.5K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 19.13% |
$56.1K - $62.1K
|
5.25K
$266K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$36.2K - $40K
|
800
$40.6K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-204- 0.42% |
$9.22K - $10.2K
|
48.6K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 65.79% |
$136K - $150K
|
1.56K
$79.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-46.6K- 89.58% |
$2.1M - $2.33M
|
5.42K
$275K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$138K - $153K
|
3.06K
$155K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.34KNew |
$99.6K - $112K
|
2.34K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345New |
$14.7K - $16.5K
|
345
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.39% |
$704K - $789K
|
323K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 32.04% |
$5.65M - $6.33M
|
547K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.75KNew |
$202K - $227K
|
4.75K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313New |
$13.3K - $14.9K
|
313
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
41+ 5.32% |
$1.74K - $1.96K
|
812
$41.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288New |
$12.3K - $13.7K
|
288
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
440+ 3.29% |
$18.7K - $21K
|
13.8K
$700K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 18.51% |
$45.5K - $51K
|
4.71K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
247New |
$10.5K - $11.8K
|
247
$12.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
392New |
$16.7K - $18.7K
|
392
$19.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.14K+ 10.38% |
$91.1K - $102K
|
22.8K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 68.35% |
$42.6K - $47.7K
|
463
$23.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.05K- 18.87% |
$87K - $97.6K
|
8.79K
$446K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.42KNew |
$92.6K - $106K
|
2.42K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.8K- 26.31% |
$69.1K - $79K
|
5.05K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.44KNew |
$55.2K - $63.1K
|
1.44K
$73K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.47KNew |
$210K - $240K
|
5.47K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.48KNew |
$248K - $284K
|
6.48K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$374K - $427K
|
9.74K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.03KNew |
$193K - $220K
|
5.03K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
215New |
$8.25K - $9.43K
|
215
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-243- 2.09% |
$9.32K - $10.7K
|
11.4K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
321+ 160.5% |
$12.3K - $14.1K
|
521
$26.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.8KNew |
$107K - $123K
|
2.8K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.16KNew |
$351K - $401K
|
9.16K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.11K - $1.27K
|
29
$1.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$6.02K - $6.88K
|
157
$7.96K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-130- 3.9% |
$4.99K - $5.7K
|
3.2K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25K+ 42.47% |
$125K - $143K
|
10.9K
$553K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.53KNew |
$96.9K - $111K
|
2.53K
$128K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-25- 6.78% |
$994 - $1.07K
|
344
$17.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$9.94K - $10.7K
|
250
$12.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154New |
$6.12K - $6.57K
|
154
$7.81K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
100New |
$3.98K - $4.26K
|
100
$5.07K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
851New |
$33.8K - $36.3K
|
851
$43.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
$2.7K - $2.9K
|
68
$3.45K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-54.2K- 52.06% |
$2.16M - $2.31M
|
49.9K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-156- 28.57% |
$6.2K - $6.65K
|
390
$19.8K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.45KNew |
$92K - $101K
|
2.45K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$150 - $165
|
105K
$5.34M
|
|