Latest Institutional Transactions on Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpliot 100 Et (PTNQ) 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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 101.2% |
$856K - $925K
|
24K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 0.04% |
$2.34K - $2.53K
|
89.7K
$6.51M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 1.15% |
$8K - $8.66K
|
9.73K
$706K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.73KClosed |
$477K - $516K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 34.33% |
$827K - $894K
|
22.3K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-7K- 37.22% |
$496K - $536K
|
11.8K
$856K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$170K - $184K
|
2.4K
$174K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.09% |
$1.27K - $1.38K
|
1.67K
$121K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.5K- 8.36% |
$4.28M - $4.63M
|
663K
$48.1M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.2K - $15.3K
|
200
$14.5K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.25K+ 1.59% |
$88.7K - $96K
|
80K
$5.8M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 11.61% |
$993K - $1.07M
|
135K
$9.78M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
24+ 0.21% |
$1.7K - $1.84K
|
11.7K
$851K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8K+ 4.04% |
$2.25M - $2.43M
|
818K
$59.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-125- 0.05% |
$8.85K - $9.58K
|
260K
$18.8M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-263K- 77.52% |
$18.6M - $20.2M
|
76.3K
$5.54M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 1.79% |
$70.8K - $76.6K
|
56.7K
$4.12M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
288+ 52.08% |
$20.4K - $22.1K
|
841
$61K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.2K+ 2.7% |
$368K - $398K
|
198K
$14.3M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.9K- 97.58% |
$2.05M - $2.21M
|
717
$52K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.5K+ 186.25% |
$2.3M - $2.49M
|
49.9K
$3.62M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.26% |
$117K - $127K
|
130K
$9.41M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-900- 26.75% |
$63.7K - $69K
|
2.47K
$179K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-385- 2.93% |
$27.3K - $29.5K
|
12.8K
$925K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
508+ 3.91% |
$36K - $38.9K
|
13.5K
$980K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.76K+ 4.27% |
$195K - $211K
|
67.3K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-101- 25.19% |
$7.15K - $7.74K
|
300
$21.8K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.8K+ 5.87% |
$5.58M - $6.04M
|
1.42M
$103M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$900K - $974K
|
12.7K
$922K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-3.04K- 6.03% |
$215K - $233K
|
47.4K
$3.44M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.32% |
$212 - $230
|
953
$69.1K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 2.71% |
$371K - $402K
|
199K
$14.4M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.59K+ 1.75% |
$608K - $658K
|
499K
$36.2M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.98K+ 1.32% |
$140K - $152K
|
152K
$11M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.51KNew |
$248K - $269K
|
3.51K
$254K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.1K+ 494.81% |
$149K - $161K
|
2.52K
$183K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.85K- 3.34% |
$131K - $141K
|
53.5K
$3.88M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.61K+ 1.23% |
$185K - $200K
|
215K
$15.6M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.47K- 22.13% |
$387K - $419K
|
19.2K
$1.4M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9K+ 142.71% |
$771K - $834K
|
18.5K
$1.34M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 200.07% |
$215K - $232K
|
4.55K
$330K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
182+ 0.95% |
$12.9K - $13.9K
|
19.3K
$1.4M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-119- 0.92% |
$8.43K - $9.12K
|
12.9K
$934K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.92K- 2.22% |
$136K - $147K
|
84.6K
$6.14M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.31K- 8.92% |
$163K - $177K
|
23.6K
$1.71M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
688+ 4.94% |
$48.7K - $52.7K
|
14.6K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
525+ 2.64% |
$37.2K - $40.2K
|
20.4K
$1.48M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-983- 4.78% |
$69.6K - $75.3K
|
19.6K
$1.42M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
279+ 2.7% |
$19.8K - $21.4K
|
10.6K
$770K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-500- 24.68% |
$35.4K - $38.3K
|
1.53K
$111K
|