Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
30+ 1.03% |
$1.28K - $1.43K
|
2.95K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
15+ 1.2% |
$638 - $716
|
1.27K
$69.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.58% |
$553 - $620
|
2.24K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.17% |
$468 - $525
|
949
$52K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 0.88% |
$298 - $334
|
798
$43.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.34% |
$128 - $143
|
894
$49K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.39% |
$128 - $143
|
766
$42K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$85.1 - $95.4
|
9.45K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-72- 0.83% |
$3.06K - $3.44K
|
8.59K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 0.78% |
$3.49K - $3.91K
|
10.4K
$570K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 6.04% |
$4.26K - $4.77K
|
1.56K
$85.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-141- 8.88% |
$6K - $6.73K
|
1.45K
$79.2K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-172- 1.62% |
$7.32K - $8.21K
|
10.4K
$571K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-215- 3.84% |
$9.15K - $10.3K
|
5.39K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 6.25% |
$10.6K - $11.9K
|
3.75K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 2.77% |
$12.8K - $14.3K
|
10.5K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-375- 3.68% |
$16K - $17.9K
|
9.8K
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-400- 3.61% |
$17K - $19.1K
|
10.7K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-557- 6.46% |
$23.7K - $26.6K
|
8.06K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-571- 10.35% |
$24.3K - $27.2K
|
4.95K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-584- 1.46% |
$24.9K - $27.9K
|
39.4K
$2.16M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-663- 2.88% |
$28.2K - $31.6K
|
22.4K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-842- 13.42% |
$35.8K - $40.2K
|
5.43K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-855- 2.96% |
$36.4K - $40.8K
|
28K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-893- 9.2% |
$38K - $42.6K
|
8.81K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 68.35% |
$42.6K - $47.7K
|
463
$25.4K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 18.51% |
$45.5K - $51K
|
4.71K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.65% |
$50.4K - $56.5K
|
31.2K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.22K- 10.19% |
$51.7K - $58K
|
10.7K
$587K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.52K- 6.79% |
$64.5K - $72.3K
|
20.8K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.57K- 17.7% |
$66.6K - $74.7K
|
7.28K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 23.8% |
$71.2K - $79.8K
|
5.35K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.7K- 27.17% |
$72.4K - $81.2K
|
4.56K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.71K- 5.8% |
$72.6K - $81.4K
|
27.7K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 11.9% |
$73K - $81.8K
|
12.7K
$696K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.05K- 18.87% |
$87K - $97.6K
|
8.79K
$482K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.06K- 0.28% |
$87.6K - $98.2K
|
723K
$39.6M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.23K- 10.72% |
$94.9K - $106K
|
18.6K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.23K- 7.23% |
$94.9K - $106K
|
28.6K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.23K- 7.23% |
$94.9K - $106K
|
28.6K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.84K- 8.73% |
$164K - $183K
|
40.2K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.43K- 48.43% |
$274K - $307K
|
6.84K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.73K- 1.97% |
$287K - $321K
|
334K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.87K- 4.35% |
$292K - $328K
|
151K
$8.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-7.34K- 18.24% |
$312K - $350K
|
32.9K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.59K- 29.06% |
$323K - $362K
|
18.5K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.54K- 3.68% |
$363K - $407K
|
224K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.29K- 6.6% |
$395K - $443K
|
131K
$7.21M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.87K- 7.32% |
$420K - $471K
|
125K
$6.85M
|