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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.07K- 39.82% |
$40.1K - $44.1K
|
1.61K
$88.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-1.1K- 3.16% |
$41.5K - $45.6K
|
33.9K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.12K- 9.91% |
$42K - $46.1K
|
10.1K
$557K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.32K- 14.27% |
$49.7K - $54.6K
|
7.94K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.43K- 0.64% |
$53.9K - $59.2K
|
223K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.67K- 4.02% |
$62.8K - $69K
|
39.9K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.79K- 21.42% |
$67.3K - $74K
|
6.57K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.86K- 20.66% |
$70K - $76.9K
|
7.15K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.02K- 6.68% |
$75.9K - $83.4K
|
28.2K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.35K- 25.13% |
$88.3K - $97.1K
|
7K
$384K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.55K- 6.41% |
$96K - $105K
|
37.3K
$2.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.68K- 26.04% |
$101K - $111K
|
7.6K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.99K- 6.11% |
$112K - $123K
|
45.9K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-3.23K- 3.18% |
$121K - $133K
|
98.3K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 22.61% |
$122K - $134K
|
11.1K
$609K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.27K- 24.78% |
$123K - $135K
|
9.91K
$544K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.55K- 7.88% |
$133K - $147K
|
41.5K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.58K- 16.6% |
$134K - $148K
|
18K
$986K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.68K- 28.05% |
$138K - $152K
|
9.45K
$519K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.7K- 11.07% |
$139K - $153K
|
29.7K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.17K- 40.23% |
$194K - $213K
|
7.68K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.48K- 4.34% |
$206K - $226K
|
121K
$6.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.08K- 11.59% |
$266K - $292K
|
54K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9K- 8.17% |
$338K - $372K
|
101K
$5.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.97K- 3.78% |
$375K - $412K
|
254K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 7.85% |
$423K - $464K
|
132K
$7.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.6K- 0.48% |
$437K - $480K
|
2.39M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 4.35% |
$475K - $522K
|
278K
$15.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13.1K- 94.3% |
$492K - $540K
|
791
$43.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 46.74% |
$517K - $568K
|
15.7K
$860K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.3KClosed |
$612K - $673K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 2.44% |
$668K - $734K
|
709K
$38.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.3K- 11.08% |
$762K - $837K
|
163K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.3K- 44.7% |
$801K - $881K
|
26.4K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-28.4K- 31.97% |
$1.07M - $1.17M
|
60.4K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34K- 17.76% |
$1.28M - $1.4M
|
158K
$8.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36.6K- 8.48% |
$1.38M - $1.51M
|
395K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.1K- 37.72% |
$1.47M - $1.61M
|
64.5K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.5K- 2.53% |
$1.48M - $1.63M
|
1.52M
$83.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.2K- 7.27% |
$1.89M - $2.08M
|
641K
$35.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.9K- 3.3% |
$1.99M - $2.18M
|
1.55M
$84.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-54.2K- 10.73% |
$2.04M - $2.24M
|
451K
$24.8M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-70.4K- 51.1% |
$2.64M - $2.91M
|
67.3K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.9K- 99.89% |
$3.64M - $4M
|
107
$5.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-98.8K- 6.11% |
$3.71M - $4.08M
|
1.52M
$83.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-109K- 90.55% |
$4.09M - $4.5M
|
11.4K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 3.32% |
$4.58M - $5.03M
|
3.55M
$195M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 7.26% |
$6.83M - $7.5M
|
2.32M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-215K- 3.28% |
$8.09M - $8.89M
|
6.34M
$348M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-659K- 97.58% |
$24.8M - $27.2M
|
16.4K
$898K
|