Latest Institutional Transactions on Pacer Fds Tr Trendpilot Fd Fds (TRND)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Fd Fds (TRND) 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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 301.44% |
$233K - $248K
|
9.74K
$313K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 12.35% |
$635K - $674K
|
181K
$5.83M
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-272- 3.29% |
$8.68K - $9.22K
|
8K
$258K
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
19.6KNew |
$626K - $664K
|
19.6K
$631K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.06K+ 13.85% |
$130K - $137K
|
33.4K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.7K+ 277.7% |
$1.97M - $2.09M
|
83.9K
$2.7M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.91K+ 501.59% |
$252K - $268K
|
9.48K
$305K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.49K+ 1.02% |
$175K - $186K
|
543K
$17.5M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 16.29% |
$456K - $484K
|
102K
$3.28M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 4.94% |
$42.4K - $45K
|
25.5K
$823K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
300+ 3.86% |
$9.58K - $10.2K
|
8.07K
$260K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-714- 5.82% |
$22.8K - $24.2K
|
11.6K
$372K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.32KNew |
$234K - $248K
|
7.32K
$236K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 4.13% |
$58.8K - $62.4K
|
42.8K
$1.38M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-471- 3.77% |
$15.3K - $16.2K
|
12K
$387K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.01K+ 18.73% |
$65.4K - $69.3K
|
12.8K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$332K - $352K
|
10.2K
$329K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
711New |
$23.1K - $24.5K
|
711
$22.9K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
403+ 4.21% |
$13.1K - $13.9K
|
9.98K
$321K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$67.5K - $71.6K
|
2.08K
$66.9K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 2.79% |
$6.49K - $6.89K
|
6.97K
$224K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.62% |
$1.3K - $1.38K
|
1.07K
$34.3K
|
|
Q3 2024 | |||||||
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.16K- 11.24% |
$190K - $207K
|
48.6K
$1.57M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-15K- 67.6% |
$463K - $504K
|
7.19K
$231K
|
|
Q2 2024 | |||||||
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 36.36% |
$12.1K - $12.8K
|
1.5K
$48.3K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135New |
$4.07K - $4.32K
|
135
$4.35K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-652- 3.28% |
$19.7K - $20.9K
|
19.2K
$618K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.75K- 40.76% |
$226K - $245K
|
11.3K
$363K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 6.98% |
$39.6K - $42.9K
|
18.1K
$584K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
261+ 2.98% |
$7.61K - $8.24K
|
9.03K
$291K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.88K- 25.19% |
$109K - $115K
|
11.5K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$302K - $320K
|
10.7K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.6KNew |
$522K - $554K
|
18.6K
$599K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.24K- 15.69% |
$175K - $186K
|
33.5K
$1.08M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32+ 5.75% |
$899 - $953
|
589
$19K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.61K- 47.43% |
$224K - $242K
|
9.54K
$307K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.99K- 93.43% |
$77.8K - $84.1K
|
210
$6.76K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25+ 2.08% |
$648 - $685
|
1.23K
$39.5K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
791+ 3.52% |
$20.5K - $21.7K
|
23.3K
$749K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.7KClosed |
$1.75M - $1.86M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.36K - $1.44K
|
50
$1.61K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
6.02KNew |
$163K - $173K
|
6.02K
$194K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.02K- 20.76% |
$54.7K - $58K
|
7.7K
$248K
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250Closed |
$7.52K - $7.94K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.73KClosed |
$291K - $304K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$732 - $761
|
25
$805
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.98K+ 81.87% |
$233K - $246K
|
22.2K
$714K
|