Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.3K+ 59.15% |
$194K - $215K
|
11.6K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.17KNew |
$188K - $208K
|
4.17K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05KNew |
$183K - $203K
|
4.05K
$209K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.88K+ 12.54% |
$175K - $194K
|
34.8K
$1.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.84K+ 9.56% |
$174K - $192K
|
44.1K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 1.76% |
$173K - $191K
|
221K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.59K+ 24.75% |
$162K - $179K
|
18.1K
$933K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.37K+ 7.66% |
$152K - $168K
|
47.3K
$2.45M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$138K - $153K
|
3.06K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.95K+ 5.1% |
$133K - $147K
|
60.8K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.91K+ 10.18% |
$132K - $146K
|
31.5K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.67K+ 11.26% |
$121K - $133K
|
26.4K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.34K+ 28.6% |
$106K - $117K
|
10.5K
$544K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.23KNew |
$101K - $111K
|
2.23K
$115K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04K+ 11.62% |
$92.1K - $102K
|
19.6K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.8K+ 6.3% |
$81.3K - $90K
|
30.4K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 10.34% |
$72K - $79.6K
|
17K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 13.5% |
$67.1K - $74.2K
|
12.5K
$644K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 53.47% |
$57.4K - $63.5K
|
3.65K
$188K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.17K+ 6.86% |
$52.6K - $58.2K
|
18.1K
$937K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 14.71% |
$45.8K - $50.6K
|
7.9K
$408K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
860New |
$38.9K - $43K
|
860
$44.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
806+ 2.04% |
$36.4K - $40.3K
|
40.2K
$2.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$36.2K - $40K
|
800
$41.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
707+ 4.01% |
$31.9K - $35.3K
|
18.4K
$948K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
558+ 0.54% |
$25.2K - $27.9K
|
104K
$5.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
460+ 124.32% |
$20.8K - $23K
|
830
$42.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
400+ 13.54% |
$18.1K - $20K
|
3.35K
$173K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
302+ 0.33% |
$13.6K - $15.1K
|
91.3K
$4.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 3.07% |
$13.6K - $15K
|
10.1K
$521K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
272+ 3.65% |
$12.3K - $13.6K
|
7.73K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
112+ 2.06% |
$5.06K - $5.6K
|
5.54K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
102New |
$4.61K - $5.1K
|
102
$5.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.08K - $2.3K
|
46
$2.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$2.03K - $2.25K
|
45
$2.32K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40+ 0.3% |
$1.81K - $2K
|
13.3K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.29% |
$1.36K - $1.5K
|
10.4K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$1.13K - $1.25K
|
25
$1.29K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 0.19% |
$452 - $500
|
5.31K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$90.4 - $100
|
8.96K
$463K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.45% |
$181 - $200
|
159
$8.21K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.28% |
$1.36K - $1.5K
|
10.7K
$551K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42- 0.78% |
$1.9K - $2.1K
|
5.31K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-83- 0.37% |
$3.75K - $4.15K
|
22.3K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-95- 0.27% |
$4.29K - $4.75K
|
34.9K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-114- 7.88% |
$5.15K - $5.7K
|
1.33K
$68.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-200- 0.96% |
$9.04K - $10K
|
20.6K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-204- 0.42% |
$9.22K - $10.2K
|
48.6K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-221- 0.15% |
$9.99K - $11K
|
151K
$7.78M
|