Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.79K+ 2.24% |
$227K - $252K
|
219K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44K+ 4.25% |
$210K - $233K
|
109K
$5.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.22K+ 8.2% |
$199K - $222K
|
55.7K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.72K+ 21.88% |
$176K - $195K
|
20.7K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.7K+ 13.42% |
$175K - $194K
|
31.3K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.7K+ 13.42% |
$175K - $194K
|
31.3K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.38% |
$169K - $187K
|
84.9K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.42K+ 1.55% |
$162K - $180K
|
225K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.35K+ 4.6% |
$159K - $176K
|
76.3K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.04K+ 18.95% |
$144K - $160K
|
19.1K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.88K+ 14.73% |
$136K - $151K
|
22.4K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.82K+ 21.75% |
$133K - $148K
|
15.8K
$867K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.41K+ 6.94% |
$114K - $127K
|
37.2K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.34KNew |
$111K - $123K
|
2.34K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.25K+ 1.13% |
$107K - $118K
|
202K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.05K+ 5.98% |
$96.9K - $108K
|
36.3K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.71K+ 1.75% |
$80.9K - $89.9K
|
99.6K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.54K+ 4.04% |
$72.9K - $81K
|
39.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 14.6% |
$72.1K - $80.1K
|
12K
$657K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 0.97% |
$69K - $76.7K
|
152K
$8.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.22K+ 7.23% |
$57.5K - $63.9K
|
18K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.21KNew |
$57.1K - $63.4K
|
1.21K
$66.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
840+ 1.51% |
$39.7K - $44.1K
|
56.5K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
816+ 4.45% |
$38.6K - $42.9K
|
19.2K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
769+ 2.21% |
$36.4K - $40.4K
|
35.6K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
652+ 1.91% |
$30.8K - $34.3K
|
34.8K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
597+ 1326.67% |
$28.2K - $31.4K
|
642
$35.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
517+ 6.41% |
$24.4K - $27.2K
|
8.58K
$471K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
450+ 13.42% |
$21.3K - $23.6K
|
3.8K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
446+ 9.82% |
$21.1K - $23.4K
|
4.99K
$274K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
404New |
$19.1K - $21.2K
|
404
$22.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
292+ 32.66% |
$13.8K - $15.3K
|
1.19K
$65.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
217+ 1.19% |
$10.3K - $11.4K
|
18.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
202+ 4.89% |
$9.55K - $10.6K
|
4.33K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 4.16% |
$9.46K - $10.5K
|
5K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
197+ 0.43% |
$9.32K - $10.4K
|
46.4K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
195+ 2.18% |
$9.22K - $10.2K
|
9.15K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
148+ 2.99% |
$7K - $7.78K
|
5.09K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
97+ 0.84% |
$4.59K - $5.1K
|
11.7K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 61.76% |
$2.98K - $3.31K
|
165
$9.06K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62+ 0.05% |
$2.93K - $3.26K
|
128K
$7.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17+ 0.09% |
$804 - $893
|
18.2K
$997K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1+ 0.02% |
$47.3 - $52.6
|
5.02K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.3% |
$47.3 - $52.6
|
333
$18.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.19% |
$473 - $526
|
5.3K
$291K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.19% |
$473 - $526
|
5.3K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.28% |
$1.42K - $1.58K
|
10.6K
$584K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-46- 0.71% |
$2.18K - $2.42K
|
6.44K
$354K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-49- 0.39% |
$2.32K - $2.57K
|
12.4K
$681K
|