Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
151K+ 12.91% |
$7.84M - $8.39M
|
1.32M
$72.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.9KNew |
$1.45M - $1.55M
|
27.9K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
26.4K+ 1.35% |
$1.37M - $1.47M
|
1.98M
$110M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 5.72% |
$952K - $1.02M
|
338K
$18.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$739K - $792K
|
14.2K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$730K - $781K
|
14K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.1K+ 5.6% |
$579K - $620K
|
210K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.39KNew |
$280K - $300K
|
5.39K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 8.47% |
$269K - $288K
|
66.2K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$269K - $287K
|
5.16K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.35K+ 51.02% |
$226K - $242K
|
12.9K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.13KNew |
$215K - $230K
|
4.13K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.14K+ 52.38% |
$163K - $175K
|
9.14K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 6.91% |
$93.8K - $100K
|
27.9K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 3.94% |
$7.8K - $8.35K
|
3.95K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
146New |
$7.59K - $8.13K
|
146
$8.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-97- 0.26% |
$5.04K - $5.4K
|
37.9K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 2.58% |
$8.74K - $9.35K
|
6.35K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-517- 6.03% |
$26.9K - $28.8K
|
8.06K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-581- 1.86% |
$30.2K - $32.3K
|
30.7K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-625- 5.94% |
$32.5K - $34.8K
|
9.89K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 33.33% |
$52K - $55.7K
|
2K
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.06K- 6.02% |
$55.1K - $59K
|
16.6K
$916K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.42K- 1.99% |
$126K - $135K
|
120K
$6.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.82K- 3.69% |
$147K - $157K
|
73.5K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-4.64K- 13.27% |
$241K - $258K
|
30.3K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.08K- 4.04% |
$472K - $505K
|
216K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-48.2K- 50.05% |
$2.51M - $2.68M
|
48.1K
$2.66M
|