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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 18.75% |
$41.5K - $45.6K
|
7.15K
$274K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-1.62K- 9.6% |
$59.6K - $65.6K
|
15.3K
$585K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-850- 2.29% |
$31.2K - $34.4K
|
36.3K
$1.39M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-139K- 69.4% |
$5.11M - $5.62M
|
61.3K
$2.35M
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.35K - $8.09K
|
200
$7.67K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17Closed |
$625 - $687
|
0
$0
|
|
Q3 2024 | |||||||
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12K+ 6.34% |
$409K - $447K
|
202K
$7.72M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43- 0.7% |
$1.46K - $1.6K
|
6.11K
$234K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64K+ 435.55% |
$2.18M - $2.38M
|
78.7K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.8K+ 39.01% |
$1.25M - $1.37M
|
131K
$5.02M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.9KNew |
$201K - $219K
|
5.9K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45K+ 7.48% |
$83.4K - $91K
|
35.2K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 2.35% |
$147K - $161K
|
188K
$7.21M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-336- 0.21% |
$11.4K - $12.5K
|
160K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
300+ 208.33% |
$10.2K - $11.2K
|
444
$17K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 15.0% |
$832K - $907K
|
187K
$7.17M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.94K- 8.97% |
$338K - $369K
|
101K
$3.87M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$270K - $295K
|
7.94K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.2K- 58.38% |
$687K - $750K
|
14.4K
$551K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 48.4% |
$4.39M - $4.79M
|
137K
$5.27M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 6.1% |
$1.63M - $1.78M
|
833K
$31.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 1.46% |
$506K - $552K
|
1.03M
$39.6M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.61K+ 13.36% |
$293K - $320K
|
73.1K
$2.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.23K- 24.48% |
$144K - $157K
|
13K
$500K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 21.77% |
$5.71M - $6.23M
|
937K
$35.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.45K- 10.09% |
$49.4K - $53.9K
|
12.9K
$495K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 6.96% |
$122K - $133K
|
47.8K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.9K- 12.25% |
$577K - $630K
|
121K
$4.65M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.68K+ 29.8% |
$125K - $137K
|
16K
$615K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.43K- 1.7% |
$219K - $239K
|
372K
$14.3M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.4KNew |
$661K - $722K
|
19.4K
$744K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.8K+ 3.94% |
$368K - $401K
|
285K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.99K- 3.01% |
$204K - $223K
|
193K
$7.41M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 39.51% |
$2.18K - $2.38K
|
226
$8.66K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 2.87% |
$502K - $548K
|
500K
$19.2M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-543- 7.58% |
$18.5K - $20.2K
|
6.62K
$254K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.2K+ 89.3% |
$2.19M - $2.39M
|
136K
$5.22M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.89K- 34.87% |
$98.3K - $107K
|
5.39K
$207K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
747+ 61.13% |
$25.4K - $27.8K
|
1.97K
$75.5K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.22KNew |
$212K - $231K
|
6.22K
$238K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
60+ 0.59% |
$2.04K - $2.23K
|
10.2K
$391K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
161K+ 144.62% |
$5.49M - $5.99M
|
272K
$10.4M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.6K- 23.84% |
$394K - $430K
|
37K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.81K- 21.01% |
$130K - $142K
|
14.3K
$550K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 7.72% |
$34.1K - $37.2K
|
12K
$458K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.16K+ 7.29% |
$39.4K - $43K
|
17K
$653K
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
41.6K+ 8.78% |
$1.42M - $1.55M
|
515K
$19.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.49K- 3.67% |
$289K - $316K
|
223K
$8.55M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.7K+ 6.61% |
$57.8K - $63K
|
27.3K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.17K- 3.01% |
$73.7K - $80.5K
|
69.9K
$2.68M
|