Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Trendpilot Us Lar (PTLC)

PTLC Quotes by TradingView

This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
649
+ 2.89%
$23.2K - $25.1K
23.1K $1.26M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
617
+ 4.55%
$22K - $23.8K
14.2K $777K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
550
+ 5.7%
$19.6K - $21.2K
10.2K $559K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
400
+ 7.16%
$14.3K - $15.4K
5.99K $328K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
370
New
$13.2K - $14.3K
370 $20.3K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
350
+ 3.34%
$12.5K - $13.5K
10.8K $593K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
328
New
$11.7K - $12.7K
328 $18K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
260
+ 4.43%
$9.29K - $10K
6.13K $336K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
254
New
$9.07K - $9.81K
254 $13.9K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
254
New
$9.07K - $9.81K
254 $13.9K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
214
New
$7.64K - $8.26K
214 $11.7K
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
198
+ 0.25%
$7.07K - $7.65K
79.2K $4.34M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
196
+ 1.03%
$7K - $7.57K
19.3K $1.06M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
163
+ 7.87%
$5.82K - $6.3K
2.23K $122K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
138
New
$4.93K - $5.33K
138 $7.56K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
80
New
$2.86K - $3.09K
80 $4.38K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
24
+ 0.08%
$857 - $927
31.5K $1.73M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
23
+ 2.25%
$822 - $888
1.05K $57.3K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
0
New
$0 - $0
0 $0
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-113
- 19.62%
$4.04K - $4.36K
463 $25.4K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-127
- 1.22%
$4.54K - $4.9K
10.3K $563K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

SELL
 -
-249
- 21.67%
$8.89K - $9.62K
900 $49.3K
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

SELL
 -
-276
- 4.31%
$9.86K - $10.7K
6.13K $336K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-290
- 1.21%
$10.4K - $11.2K
23.8K $1.3M
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-314
- 65.15%
$11.2K - $12.1K
168 $9.21K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-335
- 2.9%
$12K - $12.9K
11.2K $614K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-353
- 3.43%
$12.6K - $13.6K
9.94K $545K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-428
- 7.44%
$15.3K - $16.5K
5.33K $292K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-540
- 1.59%
$19.3K - $20.9K
33.4K $1.83M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-565
- 1.83%
$20.2K - $21.8K
30.3K $1.66M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

SELL
 -
-638
- 5.36%
$22.8K - $24.6K
11.3K $617K
May 02, 2023 Q1 2023
Sound Financial Strategies Group, LLC

SELL
 -
-665
- 2.73%
$23.8K - $25.7K
23.7K $1.3M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-700
- 18.15%
$25K - $27K
3.16K $173K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-742
- 5.08%
$26.5K - $28.7K
13.9K $760K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-757
- 1.65%
$27K - $29.2K
45K $2.47M
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-850
- 60.89%
$30.4K - $32.8K
546 $29.9K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-988
- 9.03%
$35.3K - $38.2K
9.96K $546K
May 12, 2023 Q1 2023
Kinloch Capital, LLC

Glen Allen, VA
SELL
 -
-999
- 9.99%
$35.7K - $38.6K
9.01K $494K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1K
- 14.93%
$35.7K - $38.6K
5.7K $312K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-1.1K
- 8.14%
$39.3K - $42.5K
12.4K $680K
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-1.12K
- 99.29%
$39.8K - $43.1K
8 $438
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

SELL
 -
-1.15K
- 8.06%
$41.1K - $44.5K
13.1K $720K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-1.16K
- 0.4%
$41.4K - $44.7K
291K $15.9M
Apr 25, 2023 Q1 2023
Advisor Resource Council

SELL
 -
-1.2K
- 4.08%
$42.9K - $46.3K
28.2K $1.54M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

SELL
 -
-1.35K
- 5.88%
$48.1K - $52K
21.5K $1.18M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.41K
- 13.09%
$50.3K - $54.4K
9.35K $512K
May 10, 2023 Q1 2023
Aft, Forsyth & Sober, LLC

SELL
 -
-1.5K
- 2.22%
$53.6K - $57.9K
66.2K $3.63M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
SELL
 -
-1.62K
- 10.38%
$57.7K - $62.4K
13.9K $764K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-1.97K
- 1.07%
$70.3K - $76K
182K $9.96M

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