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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 0.55% |
$54.1K - $55.4K
|
493K
$9.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 76.67% |
$63.3K - $64.8K
|
969
$19.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-489- 27.49% |
$9.72K - $9.96K
|
1.29K
$26K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.3KNew |
$523K - $536K
|
26.3K
$531K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$160K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-784- 24.33% |
$15.6K - $16K
|
2.44K
$49.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.95K- 27.46% |
$78.4K - $80.3K
|
10.4K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 20.36% |
$14.8K - $15.1K
|
2.91K
$58.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-62.4K- 10.97% |
$1.24M - $1.27M
|
506K
$10.2M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823New |
$16.6K - $16.9K
|
823
$16.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.53K+ 67.94% |
$51.2K - $52K
|
6.26K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.05% |
$101 - $103
|
10.5K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
721+ 1.65% |
$14.6K - $14.8K
|
44.4K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 12.54% |
$64.2K - $65.2K
|
22.2K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-790- 5.71% |
$16K - $16.2K
|
13K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $30.1K
|
1.47K
$29.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 570.89% |
$97.5K - $98.9K
|
5.67K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 50.0% |
$40.4 - $41
|
2
$40.4
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-7.06K- 21.61% |
$143K - $145K
|
25.6K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 2.12% |
$4.61K - $4.68K
|
11K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-7.11K- 6.6% |
$144K - $146K
|
101K
$2.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.38K - $7.49K
|
365
$7.37K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$318K - $344K
|
16.7K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.1K+ 76.78% |
$383K - $415K
|
46.2K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$1.36K - $1.47K
|
71
$1.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-58- 0.45% |
$1.11K - $1.2K
|
12.9K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.94KNew |
$190K - $206K
|
9.94K
$201K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
272+ 32.34% |
$5.19K - $5.62K
|
1.11K
$22.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $250K
|
12.3K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-964- 8.78% |
$18.8K - $19.5K
|
10K
$202K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.1KClosed |
$411K - $428K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.27K- 6.63% |
$44.3K - $46K
|
32K
$646K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.19K- 17.65% |
$42.9K - $44.7K
|
10.2K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.23K- 15.25% |
$63.4K - $66K
|
18K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 3.07% |
$7.02K - $7.31K
|
11.3K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$35.7K - $37.2K
|
31.3K
$631K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 92.86% |
$2.6K - $2.75K
|
10
$202
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$256K - $271K
|
12.8K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.8K+ 57.19% |
$295K - $313K
|
40.6K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-911- 7.67% |
$18.2K - $19.3K
|
11K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
40New |
$800 - $847
|
40
$807
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.3KClosed |
$226K - $240K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 91.13% |
$35.9K - $38.1K
|
175
$3.53K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 92.51% |
$24.7K - $26.1K
|
100
$2.02K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.5KNew |
$210K - $223K
|
10.5K
$212K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
30.7KNew |
$603K - $642K
|
30.7K
$620K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.46KNew |
$87.5K - $93.1K
|
4.46K
$89.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28K+ 47.38% |
$549K - $584K
|
87K
$1.76M
|
|