Latest Institutional Purchases of Pacer Fds Tr Trendpilot Us Lar (PTLC)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Lar (PTLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
541+ 3.85% |
$27.2K - $30.2K
|
14.6K
$739K
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$393K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
436+ 1.55% |
$21.9K - $24.4K
|
28.6K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
374+ 3.43% |
$18.8K - $20.9K
|
11.3K
$573K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
373+ 2.97% |
$18.7K - $20.9K
|
12.9K
$657K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
340New |
$17.1K - $19K
|
340
$17.2K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
316New |
$15.9K - $17.7K
|
316
$16K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
277+ 5.14% |
$13.9K - $15.5K
|
5.67K
$287K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
264+ 2.74% |
$13.3K - $14.8K
|
9.89K
$501K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
218+ 0.71% |
$11K - $12.2K
|
30.9K
$1.57M
|
|
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
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
180+ 0.48% |
$9.05K - $10.1K
|
38.1K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
168+ 1.82% |
$8.44K - $9.39K
|
9.39K
$476K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78New |
$3.92K - $4.36K
|
78
$3.96K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74+ 0.22% |
$3.72K - $4.14K
|
34K
$1.73M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.23% |
$3.32K - $3.69K
|
29K
$1.47M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
45+ 1.04% |
$2.26K - $2.52K
|
4.38K
$222K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
37+ 0.09% |
$1.86K - $2.07K
|
40.6K
$2.06M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
34+ 0.68% |
$1.71K - $1.9K
|
5.05K
$256K
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18+ 0.44% |
$905 - $1.01K
|
4.15K
$211K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.16% |
$854 - $950
|
10.4K
$528K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$653 - $727
|
2.01K
$102K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.11% |
$553 - $615
|
10.1K
$512K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$402 - $447
|
1.28K
$64.8K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.6% |
$251 - $280
|
835
$42.4K
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.06% |
$251 - $280
|
8.33K
$423K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.67% |
$201 - $224
|
603
$30.6K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$151 - $168
|
645
$32.7K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.23% |
$101 - $112
|
862
$43.7K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.17% |
$101 - $112
|
1.19K
$60.3K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.3 - $55.9
|
767
$38.9K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$50.3 - $55.9
|
5.39K
$273K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$11.7M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.8KNew |
$612K - $655K
|
11.8K
$597K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$557K - $596K
|
10.7K
$543K
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.5KNew |
$286K - $306K
|
5.5K
$279K
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
5.47KNew |
$284K - $304K
|
5.47K
$277K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34KNew |
$226K - $242K
|
4.34K
$220K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$204K - $218K
|
3.93K
$199K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.82KNew |
$198K - $212K
|
3.82K
$194K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$164K - $176K
|
3.16K
$160K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.8KNew |
$93.8K - $100K
|
1.8K
$91.5K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
857New |
$44.6K - $47.7K
|
857
$43.5K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$273K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
704New |
$36.6K - $39.2K
|
704
$35.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670New |
$34.8K - $37.3K
|
670
$34K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
180New |
$9.36K - $10K
|
180
$9.13K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 3.94% |
$7.8K - $8.35K
|
3.95K
$201K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$5.72K - $6.12K
|
110
$5.58K
|