Purchases and Sales Made in Q2 2024 in Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC) during Q2 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US MID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.7K+ 39.68% |
$2.53M - $2.73M
|
266K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
74.3K+ 18.61% |
$2.49M - $2.68M
|
474K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.7K+ 5.73% |
$1.39M - $1.5M
|
769K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.4KNew |
$982K - $1.06M
|
29.4K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.3K+ 18.98% |
$980K - $1.06M
|
184K
$7.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 60.04% |
$902K - $972K
|
71.9K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2K+ 126.5% |
$741K - $799K
|
39.7K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$402K - $433K
|
12K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.5K+ 11.21% |
$318K - $342K
|
94.2K
$3.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.74K+ 4.26% |
$259K - $279K
|
190K
$7.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.22K+ 26.39% |
$241K - $260K
|
34.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.15KNew |
$206K - $222K
|
6.15K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.03K+ 95.43% |
$202K - $217K
|
12.4K
$474K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.3K+ 0.84% |
$144K - $155K
|
514K
$19.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.5K+ 23.9% |
$83.6K - $90.1K
|
13K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.05K+ 1.88% |
$68.5K - $73.8K
|
111K
$4.25M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$57.7K - $62.2K
|
1.73K
$66.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 5.37% |
$55.8K - $60.2K
|
32.7K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
897+ 0.56% |
$30K - $32.3K
|
160K
$6.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
838+ 4.84% |
$28K - $30.2K
|
18.2K
$696K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
525+ 5.47% |
$17.6K - $18.9K
|
10.1K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
425+ 2.75% |
$14.2K - $15.3K
|
15.9K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
303+ 0.19% |
$10.1K - $10.9K
|
163K
$6.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
231New |
$7.72K - $8.33K
|
231
$8.86K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
191New |
$6.39K - $6.88K
|
191
$7.32K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
162New |
$5.42K - $5.84K
|
162
$6.21K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$33.4 - $36
|
10.3K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-40- 0.29% |
$1.34K - $1.44K
|
13.6K
$522K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-96- 0.26% |
$3.21K - $3.46K
|
36.7K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-103- 2.84% |
$3.44K - $3.71K
|
3.52K
$135K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-142- 7.01% |
$4.75K - $5.12K
|
1.88K
$72.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$6.69K - $7.21K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-268- 4.19% |
$8.96K - $9.66K
|
6.13K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-437- 6.86% |
$14.6K - $15.7K
|
5.94K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-482- 1.1% |
$16.1K - $17.4K
|
43.4K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-506- 77.85% |
$16.9K - $18.2K
|
144
$5.52K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-677- 0.18% |
$22.6K - $24.4K
|
379K
$14.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-715- 0.09% |
$23.9K - $25.8K
|
785K
$30.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-715- 0.09% |
$23.9K - $25.8K
|
785K
$30.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-799- 0.71% |
$26.7K - $28.8K
|
111K
$4.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-951- 51.38% |
$31.8K - $34.3K
|
900
$34.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 1.53% |
$33.5K - $36.1K
|
64.5K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1.06K- 5.9% |
$35.4K - $38.2K
|
16.9K
$648K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.22K- 2.46% |
$40.9K - $44K
|
48.5K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.64K- 3.54% |
$88.4K - $95.3K
|
72K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.71K- 15.54% |
$90.5K - $97.5K
|
14.7K
$564K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.2K- 11.1% |
$107K - $115K
|
25.6K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.47K- 27.26% |
$216K - $233K
|
17.3K
$662K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.83K- 48.79% |
$228K - $246K
|
7.17K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.99K- 4.13% |
$334K - $360K
|
232K
$8.88M
|