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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
921New |
$55.7K - $61.2K
|
921
$69.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73New |
$4.41K - $4.85K
|
73
$5.48K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1KNew |
$1.82M - $2M
|
30.1K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$2.6K - $2.86K
|
43
$3.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.1K+ 45.82% |
$127K - $140K
|
6.68K
$502K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11.6KNew |
$710K - $740K
|
11.6K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-325- 0.23% |
$19.9K - $20.7K
|
141K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.6KNew |
$891K - $928K
|
14.6K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.63KNew |
$99.5K - $104K
|
1.63K
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 19.37% |
$39.4K - $41K
|
3.97K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.71KNew |
$349K - $364K
|
5.71K
$429K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
110New |
$6.73K - $7.01K
|
110
$8.26K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
751New |
$45.9K - $47.8K
|
751
$56.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.67K+ 20.02% |
$225K - $234K
|
22K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-709- 37.14% |
$43.3K - $45.2K
|
1.2K
$90.1K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
375New |
$19.9K - $23.3K
|
375
$28.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.89KNew |
$206K - $242K
|
3.89K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$2.65K - $3.1K
|
50
$3.76K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.26K+ 96.89% |
$332K - $388K
|
12.7K
$955K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-641- 1.14% |
$34K - $39.8K
|
55.7K
$4.19M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98New |
$5.2K - $6.08K
|
98
$7.36K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
386New |
$20.5K - $24K
|
386
$29K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.42K- 13.27% |
$69K - $77.7K
|
9.25K
$694K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 6.91% |
$19.5K - $22K
|
5.39K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
739New |
$36K - $40.6K
|
739
$55.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-84- 1.64% |
$4.1K - $4.61K
|
5.03K
$378K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.22KNew |
$302K - $322K
|
6.22K
$467K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40New |
$1.94K - $2.07K
|
40
$3K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
584New |
$28.4K - $30.2K
|
584
$43.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
598New |
$29.1K - $30.9K
|
598
$44.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
74.4KNew |
$3.62M - $3.85M
|
74.4K
$5.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$55.7K - $59.3K
|
1.15K
$86.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-348- 6.53% |
$17.1K - $19.2K
|
4.98K
$374K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
610New |
$30K - $33.6K
|
610
$45.8K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.2K- 30.41% |
$108K - $121K
|
5.02K
$377K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
141+ 4.98% |
$6.94K - $7.76K
|
2.97K
$223K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$53.9K - $60.2K
|
1.09K
$82.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.7KNew |
$2.3M - $2.57M
|
46.7K
$3.51M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46New |
$2.28K - $2.45K
|
46
$3.46K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-92.8KClosed |
$4.6M - $4.94M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-82- 1.11% |
$4.07K - $4.36K
|
7.33K
$550K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 8.18% |
$1.54K - $1.65K
|
410
$30.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.36K- 26.67% |
$117K - $126K
|
6.49K
$488K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-125- 2.24% |
$6.2K - $6.65K
|
5.45K
$409K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.5KClosed |
$670K - $718K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14KClosed |
$694K - $744K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.14KClosed |
$205K - $220K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-29.6K- 42.09% |
$1.47M - $1.58M
|
40.8K
$3.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.82KClosed |
$90.3K - $96.9K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117Closed |
$5.8K - $6.23K
|
0
$0
|
|