Purchases and Sales Made in Q2 2023 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
824+ 3.57% |
$31K - $34K
|
23.9K
$1.31M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
763+ 95.38% |
$28.7K - $31.5K
|
1.56K
$85.8K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
760New |
$28.6K - $31.4K
|
760
$41.7K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
756+ 5.0% |
$28.4K - $31.2K
|
15.9K
$872K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
660+ 4.65% |
$24.8K - $27.3K
|
14.8K
$815K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
602+ 1.09% |
$22.6K - $24.9K
|
55.8K
$3.06M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
384+ 1.18% |
$14.4K - $15.9K
|
33K
$1.81M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
375+ 18.81% |
$14.1K - $15.5K
|
2.37K
$130K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
351+ 6.05% |
$13.2K - $14.5K
|
6.15K
$338K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
276+ 0.15% |
$10.4K - $11.4K
|
185K
$10.2M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
263+ 1.37% |
$9.89K - $10.9K
|
19.4K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
243+ 2.14% |
$9.13K - $10K
|
11.6K
$637K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
231+ 167.39% |
$8.68K - $9.54K
|
369
$20.3K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
133+ 0.2% |
$5K - $5.49K
|
67.3K
$3.7M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 1.43% |
$4.4K - $4.83K
|
8.28K
$455K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
100+ 0.44% |
$3.76K - $4.13K
|
23.1K
$1.27M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60+ 0.68% |
$2.26K - $2.48K
|
8.89K
$488K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
59+ 0.19% |
$2.22K - $2.44K
|
30.6K
$1.68M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.54K - $1.69K
|
41
$2.25K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
18New |
$677 - $743
|
18
$988
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$188 - $207
|
5
$274
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$150 - $165
|
105K
$5.78M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-15- 0.24% |
$564 - $620
|
6.11K
$336K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 0.04% |
$902 - $991
|
54.8K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 1.86% |
$3.72K - $4.09K
|
5.23K
$287K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-103- 0.33% |
$3.87K - $4.25K
|
31.4K
$1.72M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-128- 4.35% |
$4.81K - $5.29K
|
2.81K
$154K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-150- 0.84% |
$5.64K - $6.2K
|
17.8K
$978K
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-154- 0.65% |
$5.79K - $6.36K
|
23.6K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-163- 1.64% |
$6.13K - $6.73K
|
9.8K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-164- 0.68% |
$6.16K - $6.77K
|
23.8K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-190- 9.68% |
$7.14K - $7.85K
|
1.77K
$97.3K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-193- 0.82% |
$7.25K - $7.97K
|
23.5K
$1.29M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 1.02% |
$7.37K - $8.09K
|
19.1K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$7.52K - $8.26K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-228- 2.29% |
$8.57K - $9.42K
|
9.71K
$533K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-274- 7.6% |
$10.3K - $11.3K
|
3.33K
$183K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-287- 2.8% |
$10.8K - $11.9K
|
9.98K
$548K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-370- 1.61% |
$13.9K - $15.3K
|
22.5K
$1.24M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-500- 4.97% |
$18.8K - $20.7K
|
9.55K
$524K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-526- 2.21% |
$19.8K - $21.7K
|
23.3K
$1.28M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-530- 5.31% |
$19.9K - $21.9K
|
9.45K
$519K
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-548- 2.31% |
$20.6K - $22.6K
|
23.2K
$1.27M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-703- 67.27% |
$26.4K - $29K
|
342
$18.8K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-767- 10.89% |
$28.8K - $31.7K
|
6.27K
$344K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-827- 1.04% |
$31.1K - $34.2K
|
78.4K
$4.3M
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-974- 0.93% |
$36.6K - $40.2K
|
104K
$5.72M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1K- 10.11% |
$37.6K - $41.3K
|
8.89K
$488K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.04K- 14.05% |
$39.2K - $43K
|
6.38K
$350K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 0.58% |
$39.5K - $43.4K
|
181K
$9.92M
|