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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
53New |
$1.63K - $1.76K
|
53
$1.95K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850- 10.98% |
$27.3K - $29.4K
|
6.89K
$254K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.3KNew |
$715K - $771K
|
22.3K
$822K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-469- 14.07% |
$15K - $16.2K
|
2.87K
$106K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$16K - $17.3K
|
500
$18.4K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25Closed |
$862 - $865
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.24KClosed |
$215K - $216K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.8KClosed |
$474K - $476K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.46K- 51.05% |
$223K - $224K
|
6.2K
$228K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
688New |
$23.7K - $23.8K
|
688
$25.4K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72Closed |
$2.48K - $2.49K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300Closed |
$10.3K - $11K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-141Closed |
$4.86K - $5.18K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-754Closed |
$26K - $27.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25KClosed |
$77.5K - $82.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-500Closed |
$17.2K - $18.4K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
959New |
$33.8K - $35.5K
|
959
$35.3K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-325Closed |
$11.5K - $12K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-58- 2.82% |
$2.05K - $2.15K
|
2K
$73.7K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.31KClosed |
$253K - $264K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
104New |
$3.59K - $3.75K
|
104
$3.83K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
665New |
$23K - $24K
|
665
$24.5K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 34.4% |
$562K - $587K
|
31K
$1.14M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.02K+ 114.96% |
$277K - $289K
|
15K
$553K
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.4KClosed |
$676K - $698K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.35KClosed |
$291K - $300K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
SELL
|
- |
-403Closed |
$14K - $14.5K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.53KClosed |
$211K - $231K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17KClosed |
$550K - $600K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2KClosed |
$55.3K - $65.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.1KNew |
$251K - $298K
|
9.1K
$335K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.12% |
$27.6 - $32.7
|
803
$29.6K
|
|
Q3 2020 | |||||||
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.57KClosed |
$41.2K - $45.2K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.34K+ 26.6% |
$35.3K - $38K
|
6.38K
$235K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-53.3KClosed |
$1.41M - $1.51M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-21.9KClosed |
$577K - $621K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-550Closed |
$14.5K - $15.6K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-506Closed |
$13.3K - $14.4K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-221Closed |
$5.83K - $6.27K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-550Closed |
$14.5K - $15.6K
|
0
$0
|
|
Q1 2020 | |||||||
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.13KClosed |
$193K - $224K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-8.16KClosed |
$221K - $256K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.49KClosed |
$230K - $267K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-119KClosed |
$3.24M - $3.75M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-14.9KClosed |
$404K - $467K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.6KClosed |
$451K - $522K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
SELL
|
- |
-51.5KClosed |
$1.4M - $1.62M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-8.21KClosed |
$223K - $258K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-532Closed |
$14.4K - $16.7K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6KClosed |
$354K - $393K
|
0
$0
|