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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.18K- 12.32% |
$113K - $121K
|
15.5K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.23K- 2.66% |
$116K - $124K
|
81.7K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.42K- 26.46% |
$126K - $135K
|
6.73K
$368K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.42K- 1.99% |
$126K - $135K
|
120K
$6.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.77K- 12.3% |
$144K - $154K
|
19.7K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.82K- 3.69% |
$147K - $157K
|
73.5K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 24.24% |
$166K - $178K
|
9.98K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.6K- 36.27% |
$187K - $200K
|
6.33K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.84K- 24.3% |
$200K - $214K
|
12K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.06K- 22.76% |
$211K - $226K
|
13.8K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.11K- 7.28% |
$214K - $229K
|
52.3K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.14K- 2.73% |
$215K - $231K
|
148K
$8.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-4.64K- 13.27% |
$241K - $258K
|
30.3K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.95K- 3.35% |
$258K - $276K
|
143K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.08K- 11.54% |
$264K - $282K
|
38.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.44K- 49.56% |
$283K - $303K
|
5.54K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.94K- 1.51% |
$309K - $330K
|
386K
$21.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.53K- 62.8% |
$340K - $363K
|
3.87K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.34K- 2.38% |
$382K - $409K
|
302K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.36K- 6.77% |
$383K - $410K
|
101K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.08K- 4.04% |
$472K - $505K
|
216K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.6K- 30.55% |
$551K - $590K
|
24.1K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.4K- 23.24% |
$592K - $634K
|
37.6K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 52.61% |
$858K - $918K
|
14.9K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.9K- 4.95% |
$1.04M - $1.11M
|
383K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.1K- 3.0% |
$1.46M - $1.56M
|
906K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.3K- 2.66% |
$1.73M - $1.85M
|
1.22M
$66.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.5K- 4.02% |
$2.42M - $2.59M
|
1.11M
$60.7M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-48.2K- 50.05% |
$2.51M - $2.68M
|
48.1K
$2.63M
|