Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
720New |
$27.2K - $30.1K
|
720
$39.8K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
650+ 4.59% |
$24.5K - $27.2K
|
14.8K
$819K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
622+ 3.52% |
$23.5K - $26K
|
18.3K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600New |
$22.6K - $25.1K
|
600
$33.2K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$22.6K - $25.1K
|
600
$33.2K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
364+ 3.62% |
$13.7K - $15.2K
|
10.4K
$576K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
304+ 0.15% |
$11.5K - $12.7K
|
208K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
294+ 0.67% |
$11.1K - $12.3K
|
44.4K
$2.46M
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
275New |
$10.4K - $11.5K
|
275
$15.2K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273+ 1.15% |
$10.3K - $11.4K
|
24.1K
$1.33M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
266New |
$10K - $11.1K
|
266
$14.7K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243New |
$9.17K - $10.2K
|
243
$13.4K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 0.61% |
$7.13K - $7.9K
|
31K
$1.72M
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
115+ 1.55% |
$4.34K - $4.81K
|
7.52K
$416K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
86+ 8.29% |
$3.24K - $3.59K
|
1.12K
$62.1K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43+ 0.47% |
$1.62K - $1.8K
|
9.16K
$507K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.71% |
$641 - $711
|
2.42K
$134K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
14+ 0.78% |
$528 - $585
|
1.82K
$101K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13+ 0.2% |
$490 - $543
|
6.39K
$353K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.38% |
$377 - $418
|
2.65K
$147K
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.73% |
$339 - $376
|
1.24K
$68.5K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8+ 0.11% |
$302 - $334
|
7.3K
$404K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.02% |
$226 - $251
|
34.1K
$1.88M
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.07% |
$75.4 - $83.6
|
2.68K
$148K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$75.4 - $83.6
|
2.66K
$147K
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-14- 0.11% |
$528 - $585
|
12.8K
$710K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-19- 0.23% |
$717 - $794
|
8.16K
$451K
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-25- 0.15% |
$943 - $1.05K
|
16.4K
$908K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-29- 0.07% |
$1.09K - $1.21K
|
44.2K
$2.45M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-39- 0.27% |
$1.47K - $1.63K
|
14.4K
$797K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-93Closed |
$3.51K - $3.89K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-105- 9.58% |
$3.96K - $4.39K
|
991
$54.8K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111- 2.1% |
$4.19K - $4.64K
|
5.18K
$287K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-191- 0.76% |
$7.2K - $7.98K
|
25K
$1.38M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-199- 0.97% |
$7.51K - $8.32K
|
20.4K
$1.13M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-210- 0.41% |
$7.92K - $8.78K
|
51.1K
$2.82M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-328- 0.37% |
$12.4K - $13.7K
|
87.3K
$4.83M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-350- 50.0% |
$13.2K - $14.6K
|
350
$19.4K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-450- 49.29% |
$17K - $18.8K
|
463
$25.6K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-527- 8.04% |
$19.9K - $22K
|
6.03K
$334K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-669- 6.83% |
$25.2K - $28K
|
9.13K
$505K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-741Closed |
$28K - $31K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-845- 11.31% |
$31.9K - $35.3K
|
6.63K
$367K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 3.27% |
$38.3K - $42.4K
|
30.1K
$1.66M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.12K- 3.6% |
$42.4K - $46.9K
|
30.1K
$1.66M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 4.58% |
$43.6K - $48.3K
|
24.1K
$1.33M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.23K- 3.93% |
$46.2K - $51.2K
|
29.9K
$1.66M
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.37K- 26.27% |
$51.7K - $57.3K
|
3.85K
$213K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 0.18% |
$67.9K - $75.2K
|
1.01M
$55.8M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.97K- 0.9% |
$74.4K - $82.4K
|
217K
$12M
|