Latest Institutional Transactions on Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Mid (PTMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
546+ 1.53% |
$18.9K - $19K
|
36.3K
$1.26M
|
|
Q1 2025 | |||||||
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-105K- 52.62% |
$3.62M - $4.08M
|
94.4K
$3.29M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.31K+ 3.15% |
$252K - $284K
|
239K
$8.34M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.8K- 32.01% |
$786K - $887K
|
48.4K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-104- 35.02% |
$3.59K - $4.05K
|
193
$6.73K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.69K- 28.76% |
$127K - $144K
|
9.15K
$319K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.01K- 2.23% |
$104K - $117K
|
132K
$4.61M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.69K- 0.44% |
$162K - $183K
|
1.07M
$37.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.3K+ 8.38% |
$2.74M - $3.09M
|
1.03M
$35.8M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
586+ 0.46% |
$20.2K - $22.8K
|
127K
$4.44M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.49K- 12.69% |
$51.3K - $57.8K
|
10.2K
$357K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-443- 17.35% |
$15.3K - $17.2K
|
2.11K
$73.7K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
12KNew |
$413K - $465K
|
12K
$417K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
962+ 6.81% |
$33.2K - $37.4K
|
15.1K
$526K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.65K- 4.25% |
$126K - $142K
|
82.3K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-256- 0.14% |
$8.83K - $9.96K
|
188K
$6.56M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39KNew |
$47.8K - $53.9K
|
1.39K
$48.4K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.59K+ 17.48% |
$89.2K - $101K
|
17.4K
$606K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 5.66% |
$158K - $178K
|
85.6K
$2.99M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.11K+ 3.27% |
$211K - $238K
|
193K
$6.73M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$34.5 - $38.9
|
1
$34.9
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.4K+ 4.99% |
$1.64M - $1.84M
|
997K
$34.8M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.9K+ 6.26% |
$547K - $617K
|
269K
$9.39M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.45K+ 3.32% |
$188K - $212K
|
170K
$5.92M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.72K+ 9.25% |
$266K - $300K
|
91.1K
$3.18M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$311 - $350
|
1.03K
$35.9K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-474- 38.79% |
$16.4K - $18.4K
|
748
$26.1K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.2K+ 7.9% |
$214K - $241K
|
84.7K
$2.95M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
140+ 0.92% |
$4.83K - $5.45K
|
15.3K
$535K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 8.56% |
$13.8K - $15.6K
|
4.27K
$149K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-3.2K- 6.2% |
$110K - $124K
|
48.4K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 0.84% |
$158K - $178K
|
550K
$19.2M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-10.7K- 15.91% |
$368K - $415K
|
56.4K
$1.97M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.05K+ 6.32% |
$278K - $313K
|
135K
$4.73M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
928New |
$32K - $36.1K
|
928
$32.4K
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.84K+ 2.97% |
$305K - $344K
|
307K
$10.7M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 0.28% |
$36.6K - $41.3K
|
379K
$13.2M
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-50- 0.49% |
$1.73K - $1.95K
|
10.1K
$352K
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-81.9K- 15.93% |
$2.83M - $3.19M
|
432K
$15.1M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94+ 0.72% |
$3.24K - $3.66K
|
13.2K
$460K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 16.36% |
$58.1K - $65.5K
|
12K
$418K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
453+ 2.83% |
$15.6K - $17.6K
|
16.5K
$574K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
192New |
$6.62K - $7.47K
|
192
$6.7K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-269- 4.03% |
$9.28K - $10.5K
|
6.4K
$223K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
36+ 0.24% |
$1.24K - $1.4K
|
15.3K
$534K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-233- 1.94% |
$8.04K - $9.06K
|
11.8K
$411K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$414 - $467
|
12
$419
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 21.39% |
$1.02M - $1.15M
|
109K
$3.79M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90+ 1.48% |
$3.11K - $3.5K
|
6.18K
$215K
|