Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.35K- 5.65% |
$53.6K - $57.4K
|
22.5K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.89K- 6.12% |
$75K - $80.4K
|
28.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.98K- 19.85% |
$78.8K - $84.5K
|
8K
$425K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.99K- 2.02% |
$79.1K - $84.8K
|
96.3K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.06K- 0.29% |
$81.9K - $87.8K
|
707K
$37.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.08K- 27.06% |
$82.6K - $88.6K
|
5.6K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.28K- 9.85% |
$90.7K - $97.2K
|
20.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.19K- 0.17% |
$127K - $136K
|
1.88M
$100M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.26K- 1.8% |
$130K - $139K
|
178K
$9.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.3K- 1.79% |
$131K - $141K
|
182K
$9.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.53K- 21.58% |
$140K - $150K
|
12.8K
$682K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.67K- 36.98% |
$146K - $156K
|
6.25K
$332K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.73K- 8.13% |
$148K - $159K
|
42.2K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.87K- 2.93% |
$154K - $165K
|
128K
$6.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.6K- 18.31% |
$223K - $239K
|
25K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-5.78K- 9.58% |
$230K - $247K
|
54.6K
$2.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.42K- 11.88% |
$255K - $274K
|
47.6K
$2.53M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.36K- 12.77% |
$293K - $314K
|
50.2K
$2.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.56K- 5.43% |
$340K - $365K
|
149K
$7.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.76K- 23.52% |
$388K - $416K
|
31.7K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 0.74% |
$453K - $485K
|
1.54M
$81.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.7K- 21.28% |
$464K - $497K
|
43.2K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 5.47% |
$503K - $540K
|
219K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.7K- 3.93% |
$705K - $756K
|
433K
$23M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.4K- 55.69% |
$730K - $782K
|
14.6K
$776K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-24.5K- 10.14% |
$975K - $1.04M
|
217K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29K- 17.83% |
$1.15M - $1.24M
|
134K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30.4K- 7.7% |
$1.21M - $1.3M
|
365K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-31K- 9.12% |
$1.23M - $1.32M
|
309K
$16.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-53K- 3.49% |
$2.11M - $2.26M
|
1.47M
$78M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-54.2K- 52.06% |
$2.16M - $2.31M
|
49.9K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.6K- 19.97% |
$2.21M - $2.37M
|
223K
$11.8M
|