Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.24KNew |
$46.5K - $46.7K
|
1.24K
$68K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.14KNew |
$42.9K - $43.1K
|
1.14K
$62.7K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
916+ 114.5% |
$34.4K - $34.5K
|
1.72K
$94.2K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
900+ 5.77% |
$33.8K - $33.9K
|
16.5K
$906K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
813+ 30.54% |
$30.5K - $30.7K
|
3.48K
$191K
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
796+ 1.69% |
$29.9K - $30K
|
47.9K
$2.63M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
712+ 4.11% |
$26.7K - $26.8K
|
18.1K
$991K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
648New |
$24.3K - $24.4K
|
648
$35.6K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
550+ 59.4% |
$20.6K - $20.7K
|
1.48K
$81K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
435+ 1.42% |
$16.3K - $16.4K
|
31.1K
$1.71M
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
380+ 1.57% |
$14.3K - $14.3K
|
24.7K
$1.35M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
319New |
$12K - $12K
|
319
$17.5K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
302+ 0.6% |
$11.3K - $11.4K
|
50.4K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
287+ 0.95% |
$10.8K - $10.8K
|
30.6K
$1.68M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
284+ 40.4% |
$10.7K - $10.7K
|
987
$54.2K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
250New |
$9.38K - $9.43K
|
250
$13.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$7.51K - $7.54K
|
200
$11K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
136+ 0.08% |
$5.1K - $5.13K
|
160K
$8.79M
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
116+ 0.27% |
$4.35K - $4.37K
|
43.7K
$2.4M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
100+ 1.53% |
$3.75K - $3.77K
|
6.64K
$365K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 0.63% |
$1.88K - $1.89K
|
8K
$439K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-66- 10.19% |
$2.48K - $2.49K
|
582
$31.9K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110- 0.37% |
$4.13K - $4.15K
|
29.5K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-125- 0.41% |
$4.69K - $4.71K
|
30.1K
$1.65M
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-233- 0.92% |
$8.74K - $8.78K
|
25.2K
$1.38M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-327- 0.62% |
$12.3K - $12.3K
|
52.2K
$2.86M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-450- 1.93% |
$16.9K - $17K
|
22.9K
$1.25M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-465- 4.55% |
$17.5K - $17.5K
|
9.76K
$536K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-470- 4.1% |
$17.6K - $17.7K
|
11K
$603K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500- 7.43% |
$18.8K - $18.9K
|
6.23K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-526- 8.42% |
$19.7K - $19.8K
|
5.72K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-542- 5.13% |
$20.3K - $20.4K
|
10K
$550K
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-657- 8.18% |
$24.7K - $24.8K
|
7.38K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-844- 3.63% |
$31.7K - $31.8K
|
22.4K
$1.23M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-985- 6.93% |
$37K - $37.1K
|
13.2K
$726K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 1.03% |
$41.1K - $41.2K
|
105K
$5.76M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.22K- 3.61% |
$45.7K - $45.9K
|
32.5K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.37K- 1.06% |
$51.4K - $51.6K
|
128K
$7.01M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.41K- 9.45% |
$52.9K - $53.2K
|
13.5K
$741K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 3.91% |
$57.1K - $57.3K
|
37.4K
$2.05M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-2.42K- 2.52% |
$90.7K - $91.2K
|
93.6K
$5.14M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.54K- 3.32% |
$95.4K - $95.9K
|
74.1K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57K- 20.34% |
$96.4K - $96.8K
|
10.1K
$552K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 2.26% |
$97.1K - $97.5K
|
112K
$6.13M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.54K- 7.41% |
$133K - $133K
|
44.2K
$2.43M
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.78K- 1.17% |
$142K - $143K
|
321K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.63K- 25.72% |
$174K - $175K
|
13.4K
$735K
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.03K- 5.18% |
$226K - $227K
|
110K
$6.06M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.35K- 52.55% |
$313K - $315K
|
7.54K
$414K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.5K- 51.14% |
$319K - $320K
|
8.12K
$446K
|