Latest Institutional Transactions on Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot U S Bo (PTBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
210KNew |
$4.2M - $4.39M
|
210K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 28.71% |
$115K - $120K
|
25.7K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-47- 3.64% |
$940 - $983
|
1.24K
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$410K - $429K
|
20.5K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.4K+ 1116.38% |
$649K - $678K
|
35.3K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22K+ 12.72% |
$440K - $460K
|
195K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 10.19% |
$238K - $249K
|
129K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.52K- 7.08% |
$130K - $136K
|
85.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.1K+ 3.27% |
$42K - $43.9K
|
66.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-400- 59.26% |
$8K - $8.36K
|
275
$5.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-252K- 88.85% |
$5.04M - $5.27M
|
31.6K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
274+ 2.38% |
$5.48K - $5.73K
|
11.8K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.81K- 36.69% |
$36.2K - $37.8K
|
3.12K
$62.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.3K- 10.61% |
$507K - $530K
|
213K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28.3K- 5.58% |
$565K - $591K
|
478K
$9.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 5.59% |
$256K - $268K
|
242K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 15.41% |
$794K - $830K
|
218K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 2.44% |
$29.2K - $30.5K
|
58.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.86K+ 68.76% |
$137K - $144K
|
16.8K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.79K+ 6.55% |
$95.8K - $100K
|
77.9K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12.1K+ 2.5% |
$242K - $253K
|
496K
$9.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 7.99% |
$788K - $824K
|
533K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.8K- 37.76% |
$716K - $749K
|
59K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47- 3.64% |
$940 - $983
|
1.24K
$25K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
495+ 1.66% |
$9.9K - $10.4K
|
30.3K
$610K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.2K- 21.09% |
$44K - $46K
|
8.23K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.69K- 69.41% |
$33.9K - $35.4K
|
746
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.31K- 9.38% |
$26.1K - $27.3K
|
12.6K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.61K+ 3.32% |
$152K - $159K
|
236K
$4.76M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.11% |
$260 - $272
|
11.3K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 2.69% |
$22.9K - $24K
|
41.5K
$836K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.57K+ 2.75% |
$111K - $117K
|
208K
$4.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-202- 51.4% |
$4.04K - $4.22K
|
191
$3.85K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8KNew |
$217K - $227K
|
10.8K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.83K- 29.36% |
$96.5K - $101K
|
11.6K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.4K- 74.95% |
$1.85M - $1.93M
|
30.9K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 4.14% |
$30.3K - $31.7K
|
35.1K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-51.9K- 18.33% |
$1.04M - $1.08M
|
231K
$4.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.88K- 11.77% |
$37.6K - $39.3K
|
14.1K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.2K- 10.31% |
$523K - $547K
|
228K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.26K+ 11.44% |
$105K - $110K
|
51.3K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 8.48% |
$205K - $214K
|
110K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.31K- 9.38% |
$26.1K - $27.3K
|
12.6K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-681- 21.47% |
$13.6K - $14.2K
|
2.49K
$50.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
301KNew |
$6.01M - $6.28M
|
301K
$6.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.97K+ 10.27% |
$59.4K - $62.1K
|
31.9K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 3.65% |
$29.2K - $30.6K
|
41.5K
$835K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.19% |
$980 - $1.02K
|
4.15K
$83.6K
|