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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 6.26% |
$1.99K - $2.15K
|
492
$35.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.37K- 49.02% |
$505K - $546K
|
7.66K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.1K- 42.32% |
$281K - $304K
|
5.59K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-790- 0.27% |
$54.1K - $58.6K
|
294K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 3.45% |
$1.09M - $1.18M
|
478K
$34.7M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6- 0.39% |
$397 - $434
|
1.55K
$112K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
100New |
$6.62K - $7.24K
|
100
$7.26K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-341- 1.32% |
$22.6K - $24.7K
|
25.4K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-618- 15.35% |
$40.9K - $44.7K
|
3.41K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
93New |
$6.16K - $6.73K
|
93
$6.75K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-162- 3.75% |
$10.7K - $11.7K
|
4.16K
$301K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.03KNew |
$333K - $364K
|
5.03K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
550New |
$36.4K - $39.8K
|
550
$39.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
475+ 69.55% |
$31.5K - $34.4K
|
1.16K
$84K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
33New |
$2.19K - $2.39K
|
33
$2.39K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.91K+ 21.63% |
$127K - $138K
|
10.8K
$780K
|
|
| Q1 2024 | |||||||
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3KNew |
$193K - $207K
|
3K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$12.6K - $13.5K
|
196
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$2.25K - $2.41K
|
35
$2.54K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 78.52% |
$78.1K - $83.8K
|
333
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.45KNew |
$221K - $237K
|
3.45K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 44.98% |
$3.99M - $4.28M
|
200K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
90.7K+ 221.13% |
$5.82M - $6.24M
|
132K
$9.55M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
678+ 8.32% |
$43.5K - $46.7K
|
8.82K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$80.4K - $86.2K
|
1.25K
$90.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.27% |
$257 - $275
|
318
$23.1K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
290New |
$18.6K - $20K
|
290
$21K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$64.2K - $68.9K
|
1K
$72.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$8.34K - $8.95K
|
130
$9.43K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-24- 0.56% |
$1.54K - $1.65K
|
4.28K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.91K+ 19.32% |
$187K - $200K
|
18K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.29KNew |
$211K - $227K
|
3.29K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 1.43% |
$128 - $138
|
142
$10.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$93.2K - $100K
|
1.45K
$105K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37New |
$2.24K - $2.46K
|
37
$2.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
208New |
$12.6K - $13.8K
|
208
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
921New |
$55.7K - $61.2K
|
921
$66.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73New |
$4.41K - $4.85K
|
73
$5.3K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1KNew |
$1.82M - $2M
|
30.1K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$2.6K - $2.86K
|
43
$3.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.1K+ 45.82% |
$127K - $140K
|
6.68K
$485K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11.6KNew |
$710K - $740K
|
11.6K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-325- 0.23% |
$19.9K - $20.7K
|
141K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.6KNew |
$891K - $928K
|
14.6K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.63KNew |
$99.5K - $104K
|
1.63K
$118K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 19.37% |
$39.4K - $41K
|
3.97K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.71KNew |
$349K - $364K
|
5.71K
$414K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
110New |
$6.73K - $7.01K
|
110
$7.98K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
751New |
$45.9K - $47.8K
|
751
$54.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-709- 37.14% |
$43.3K - $45.2K
|
1.2K
$87.1K
|
|