Latest Institutional Purchases of Pacer Fds Tr Trendpilot U S Bo (PTBD)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot U S Bo (PTBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
86.3KNew |
$1.69M - $1.76M
|
86.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49.6KNew |
$972K - $1.01M
|
49.6K
$999K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.8K+ 57.19% |
$295K - $313K
|
40.6K
$819K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$256K - $271K
|
12.8K
$258K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.5KNew |
$210K - $223K
|
10.5K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
40New |
$800 - $847
|
40
$806
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
30.7KNew |
$603K - $642K
|
30.7K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28K+ 47.38% |
$549K - $584K
|
87K
$1.75M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.46KNew |
$87.5K - $93.1K
|
4.46K
$89.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.44K+ 43.19% |
$87.2K - $92.8K
|
14.7K
$297K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$40.2K - $42.8K
|
2.05K
$41.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.75KNew |
$34.3K - $36.5K
|
1.75K
$35.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173New |
$3.4K - $3.61K
|
173
$3.49K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8KNew |
$231K - $259K
|
11.8K
$238K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10KNew |
$196K - $220K
|
10K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
130+ 0.72% |
$2.54K - $2.85K
|
18.2K
$366K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19.7K+ 15.39% |
$420K - $481K
|
148K
$2.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
15.3KNew |
$327K - $375K
|
15.3K
$309K
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
8.7K+ 3.05% |
$186K - $212K
|
294K
$5.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.85KNew |
$125K - $143K
|
5.85K
$118K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
277New |
$5.91K - $6.77K
|
277
$5.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.13K - $2.44K
|
100
$2.01K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$533 - $611
|
25
$504
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
12New |
$256 - $293
|
12
$242
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
750+ 6.13% |
$18K - $20.2K
|
13K
$262K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$26.5K - $27.2K
|
1K
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
165New |
$4.38K - $4.49K
|
165
$3.32K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41New |
$1.11K - $1.14K
|
41
$826
|
|