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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
35KNew |
$701K - $725K
|
35K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-23.8K- 10.29% |
$475K - $492K
|
207K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.96K+ 42.32% |
$119K - $123K
|
20K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
38.9K+ 7.86% |
$779K - $806K
|
535K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
613+ 1.48% |
$12.3K - $12.7K
|
42.1K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.97K- 8.41% |
$59.4K - $61.5K
|
32.4K
$637K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.33K+ 34.55% |
$146K - $152K
|
28.5K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.84K+ 4.08% |
$36.7K - $38K
|
46.9K
$922K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-400- 59.26% |
$8K - $8.36K
|
275
$5.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$410K - $429K
|
20.5K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-202- 51.4% |
$4.04K - $4.22K
|
191
$3.76K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.83K- 29.36% |
$96.5K - $101K
|
11.6K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.4K- 74.95% |
$1.85M - $1.93M
|
30.9K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 8.48% |
$205K - $214K
|
110K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.2K- 10.31% |
$523K - $547K
|
228K
$4.48M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.79K+ 6.33% |
$35.7K - $37.3K
|
30K
$590K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.19K+ 0.68% |
$23.6K - $24.1K
|
176K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
53+ 92.98% |
$1.05K - $1.08K
|
110
$2.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.43K- 15.58% |
$48.3K - $49.5K
|
13.2K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.91KNew |
$157K - $161K
|
7.91K
$156K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.05% |
$101 - $103
|
10.5K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823New |
$16.6K - $16.9K
|
823
$16.2K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-790- 5.71% |
$16K - $16.2K
|
13K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 12.54% |
$64.2K - $65.2K
|
22.2K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
721+ 1.65% |
$14.6K - $14.8K
|
44.4K
$873K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47KNew |
$29.6K - $30.1K
|
1.47K
$28.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-7.06K- 21.61% |
$143K - $145K
|
25.6K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
228+ 2.12% |
$4.61K - $4.68K
|
11K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-7.11K- 6.6% |
$144K - $146K
|
101K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$7.38K - $7.49K
|
365
$7.18K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
16.7KNew |
$318K - $344K
|
16.7K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-58- 0.45% |
$1.11K - $1.2K
|
12.9K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
71New |
$1.36K - $1.47K
|
71
$1.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.94KNew |
$190K - $206K
|
9.94K
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
272+ 32.34% |
$5.19K - $5.62K
|
1.11K
$21.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$240K - $250K
|
12.3K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.1KClosed |
$411K - $428K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-964- 8.78% |
$18.8K - $19.5K
|
10K
$197K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.27K- 6.63% |
$44.3K - $46K
|
32K
$630K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.23K- 15.25% |
$63.4K - $66K
|
18K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.19K- 17.65% |
$42.9K - $44.7K
|
10.2K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$975K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.7M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 3.07% |
$7.02K - $7.31K
|
11.3K
$222K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$35.7K - $37.2K
|
31.3K
$615K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$256K - $271K
|
12.8K
$252K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 92.86% |
$2.6K - $2.75K
|
10
$197
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-911- 7.67% |
$18.2K - $19.3K
|
11K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.8K+ 57.19% |
$295K - $313K
|
40.6K
$799K
|
|