Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Lunt Large Cap Mu (PALC)
This table provides information about the institutional ownership of Pacer Fds Tr Lunt Large Cap Mu (PALC) during Q1 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR LUNT LARGE CAP MU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
98.1KNew |
$3.93M - $4.59M
|
98.1K
$4.88M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.9KNew |
$1.92M - $2.24M
|
47.9K
$2.38M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.1K+ 3.47% |
$1.16M - $1.36M
|
868K
$43.2M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.2K+ 39.19% |
$1.13M - $1.32M
|
100K
$4.98M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
23.9KNew |
$957K - $1.12M
|
23.9K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.2K+ 21.15% |
$927K - $1.08M
|
133K
$6.6M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.1KNew |
$685K - $801K
|
17.1K
$851K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.8K+ 176.24% |
$511K - $597K
|
20K
$995K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2KNew |
$447K - $523K
|
11.2K
$556K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2KNew |
$407K - $476K
|
10.2K
$506K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.89K+ 39.69% |
$276K - $322K
|
24.2K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.78K+ 4.58% |
$271K - $317K
|
155K
$7.7M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.04K+ 4.85% |
$242K - $283K
|
131K
$6.5M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.45K+ 19.15% |
$218K - $255K
|
33.9K
$1.69M
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4.24K+ 8.7% |
$170K - $198K
|
52.9K
$2.63M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.17K+ 8.65% |
$167K - $195K
|
52.5K
$2.61M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.89K+ 3.67% |
$156K - $182K
|
110K
$5.45M
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.83K+ 1.31% |
$113K - $133K
|
219K
$10.9M
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.22K+ 0.94% |
$88.8K - $104K
|
239K
$11.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.27K+ 4.12% |
$51K - $59.6K
|
32.2K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
880+ 9.82% |
$35.2K - $41.2K
|
9.84K
$489K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
725+ 6.87% |
$29K - $33.9K
|
11.3K
$561K
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
477+ 5.2% |
$19.1K - $22.3K
|
9.66K
$480K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
305New |
$12.2K - $14.3K
|
305
$15.2K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
125New |
$5K - $5.85K
|
125
$6.22K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79+ 1.47% |
$3.16K - $3.7K
|
5.44K
$271K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.84% |
$160 - $187
|
137
$6.81K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50- 0.3% |
$2K - $2.34K
|
16.6K
$824K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-68- 0.81% |
$2.72K - $3.18K
|
8.3K
$413K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-158- 43.53% |
$6.32K - $7.4K
|
205
$10.2K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-159- 41.84% |
$6.36K - $7.44K
|
221
$11K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-222- 1.04% |
$8.89K - $10.4K
|
21.1K
$1.05M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-240- 1.89% |
$9.61K - $11.2K
|
12.4K
$618K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-579- 7.49% |
$23.2K - $27.1K
|
7.16K
$356K
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-581- 6.44% |
$23.3K - $27.2K
|
8.44K
$420K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-664- 84.69% |
$26.6K - $31.1K
|
120
$5.97K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.94K- 46.21% |
$77.8K - $91K
|
2.26K
$113K
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.87K- 4.38% |
$115K - $135K
|
62.8K
$3.12M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.9K- 21.11% |
$156K - $183K
|
14.6K
$726K
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-4.1K- 3.13% |
$164K - $192K
|
127K
$6.31M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.81K- 71.84% |
$192K - $225K
|
1.89K
$93.8K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-5.16K- 2.76% |
$206K - $241K
|
182K
$9.05M
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.1K- 2.95% |
$284K - $333K
|
234K
$11.6M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.22K- 5.7% |
$369K - $432K
|
152K
$7.59M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.88K- 17.2% |
$396K - $463K
|
47.6K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-10.4K- 19.29% |
$415K - $486K
|
43.4K
$2.16M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.4K- 16.78% |
$537K - $628K
|
66.5K
$3.31M
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-18.1K- 7.12% |
$723K - $846K
|
236K
$11.7M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 93.75% |
$1.13M - $1.32M
|
1.89K
$93.8K
|