Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
168K+ 21.77% |
$5.71M - $6.23M
|
937K
$36.3M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
161K+ 144.62% |
$5.49M - $5.99M
|
272K
$10.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.2K+ 89.3% |
$2.19M - $2.39M
|
136K
$5.28M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64K+ 435.55% |
$2.18M - $2.38M
|
78.7K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 6.1% |
$1.63M - $1.78M
|
833K
$32.3M
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
41.6K+ 8.78% |
$1.42M - $1.55M
|
515K
$20M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.8K+ 39.01% |
$1.25M - $1.37M
|
131K
$5.08M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.4K+ 15.0% |
$832K - $907K
|
187K
$7.26M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.4KNew |
$661K - $722K
|
19.4K
$753K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 1.46% |
$506K - $552K
|
1.03M
$40M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12K+ 6.34% |
$409K - $447K
|
202K
$7.82M
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.8K+ 3.94% |
$368K - $401K
|
285K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.61K+ 13.36% |
$293K - $320K
|
73.1K
$2.83M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$270K - $295K
|
7.94K
$308K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.22KNew |
$212K - $231K
|
6.22K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.9KNew |
$201K - $219K
|
5.9K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 2.35% |
$147K - $161K
|
188K
$7.29M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.68K+ 29.8% |
$125K - $137K
|
16K
$622K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45K+ 7.48% |
$83.4K - $91K
|
35.2K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.7K+ 6.61% |
$57.8K - $63K
|
27.3K
$1.06M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.16K+ 7.29% |
$39.4K - $43K
|
17K
$660K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
747+ 61.13% |
$25.4K - $27.8K
|
1.97K
$76.4K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
477+ 1.3% |
$16.2K - $17.7K
|
37.2K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
300+ 208.33% |
$10.2K - $11.2K
|
444
$17.2K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
268+ 4.37% |
$9.13K - $9.96K
|
6.4K
$248K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
86+ 1.45% |
$2.93K - $3.2K
|
6.02K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 39.51% |
$2.18K - $2.38K
|
226
$8.76K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
60+ 0.59% |
$2.04K - $2.23K
|
10.2K
$395K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43- 0.7% |
$1.46K - $1.6K
|
6.11K
$237K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-174- 91.1% |
$5.93K - $6.47K
|
17
$659
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-336- 0.21% |
$11.4K - $12.5K
|
160K
$6.19M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-543- 7.58% |
$18.5K - $20.2K
|
6.62K
$257K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1K- 7.72% |
$34.1K - $37.2K
|
12K
$464K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.45K- 10.09% |
$49.4K - $53.9K
|
12.9K
$501K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.17K- 3.01% |
$73.7K - $80.5K
|
69.9K
$2.71M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.89K- 34.87% |
$98.3K - $107K
|
5.39K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 6.96% |
$122K - $133K
|
47.8K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.81K- 21.01% |
$130K - $142K
|
14.3K
$556K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.23K- 24.48% |
$144K - $157K
|
13K
$506K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.99K- 3.01% |
$204K - $223K
|
193K
$7.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.43K- 1.7% |
$219K - $239K
|
372K
$14.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.49K- 3.67% |
$289K - $316K
|
223K
$8.65M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.94K- 8.97% |
$338K - $369K
|
101K
$3.91M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.6K- 23.84% |
$394K - $430K
|
37K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 2.87% |
$502K - $548K
|
500K
$19.4M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.9K- 12.25% |
$577K - $630K
|
121K
$4.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.2K- 58.38% |
$687K - $750K
|
14.4K
$558K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 48.4% |
$4.39M - $4.79M
|
137K
$5.33M
|