Purchases and Sales Made in Q2 2024 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q2 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-256- 32.08% |
$11.6K - $12.8K
|
542
$29.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-307- 2.04% |
$13.9K - $15.3K
|
14.8K
$807K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-350- 36.88% |
$15.8K - $17.5K
|
599
$32.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-355- 5.19% |
$16K - $17.7K
|
6.49K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-366- 3.81% |
$16.5K - $18.3K
|
9.23K
$505K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-448- 5.78% |
$20.2K - $22.4K
|
7.3K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-518- 0.71% |
$23.4K - $25.9K
|
72.9K
$3.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-530- 1.52% |
$24K - $26.5K
|
34.3K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-609- 5.69% |
$27.5K - $30.4K
|
10.1K
$552K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-633- 3.41% |
$28.6K - $31.6K
|
17.9K
$981K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-697- 0.71% |
$31.5K - $34.8K
|
97.9K
$5.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-750- 20.0% |
$33.9K - $37.5K
|
3K
$164K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-775- 2.76% |
$35K - $38.7K
|
27.3K
$1.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-977- 0.45% |
$44.2K - $48.8K
|
214K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 19.58% |
$45.2K - $50K
|
4.11K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 3.42% |
$46.3K - $51.2K
|
28.9K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.06K- 3.71% |
$47.9K - $53K
|
27.6K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.06K- 3.71% |
$47.9K - $53K
|
27.6K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.19K- 6.11% |
$53.8K - $59.5K
|
18.3K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 19.13% |
$56.1K - $62.1K
|
5.25K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.63K- 28.3% |
$73.7K - $81.5K
|
4.13K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.04K- 0.69% |
$92.4K - $102K
|
295K
$16.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.09K- 11.07% |
$94.4K - $104K
|
16.8K
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 8.61% |
$102K - $113K
|
23.9K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.28K- 12.28% |
$103K - $114K
|
16.2K
$888K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.35K- 1.05% |
$106K - $117K
|
221K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.44K- 14.72% |
$110K - $122K
|
14.1K
$772K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 13.65% |
$112K - $124K
|
15.7K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.87K- 10.61% |
$130K - $143K
|
24.2K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 65.79% |
$136K - $150K
|
1.56K
$85.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.51K- 80.85% |
$159K - $175K
|
831
$45.4K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.53K- 2.69% |
$160K - $177K
|
128K
$7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.57K- 9.47% |
$161K - $179K
|
34.1K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.78K- 8.57% |
$171K - $189K
|
40.3K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.79K- 16.78% |
$171K - $189K
|
18.8K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.39K- 5.92% |
$334K - $370K
|
118K
$6.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4K- 15.74% |
$334K - $370K
|
39.6K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.98K- 0.66% |
$360K - $399K
|
1.21M
$65.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.96K- 2.47% |
$405K - $448K
|
353K
$19.3M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.67K- 19.26% |
$437K - $484K
|
40.6K
$2.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 2.83% |
$498K - $551K
|
378K
$20.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 0.89% |
$506K - $560K
|
1.25M
$68.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.5K- 30.07% |
$521K - $576K
|
26.8K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.7K- 8.28% |
$575K - $636K
|
141K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.4K- 38.42% |
$607K - $672K
|
21.5K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.6K- 5.24% |
$616K - $681K
|
246K
$13.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20K- 36.29% |
$902K - $998K
|
35.1K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-20.9K- 9.27% |
$946K - $1.05M
|
205K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-29.7K- 20.84% |
$1.34M - $1.49M
|
113K
$6.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-31.7K- 5.28% |
$1.43M - $1.58M
|
569K
$31.1M
|