Latest Institutional Transactions on Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Lar (PTLC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.87K+ 21.28% |
$201K - $215K
|
22K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.55K+ 66.95% |
$185K - $198K
|
8.85K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.94K- 1.51% |
$309K - $330K
|
386K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
123KNew |
$6.38M - $6.83M
|
123K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
13KNew |
$675K - $722K
|
13K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.62K+ 4.4% |
$136K - $146K
|
62.2K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 21.37% |
$230K - $246K
|
25.1K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-446- 8.94% |
$23.2K - $24.8K
|
4.54K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
52.4KNew |
$2.73M - $2.92M
|
52.4K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.41K+ 45.44% |
$177K - $190K
|
10.9K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.12KNew |
$318K - $341K
|
6.12K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.85KNew |
$460K - $493K
|
8.85K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
630+ 3.41% |
$32.8K - $35.1K
|
19.1K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
13.2KNew |
$686K - $735K
|
13.2K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 52.61% |
$858K - $918K
|
14.9K
$817K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.8K+ 7.84% |
$2.23M - $2.38M
|
589K
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 7.7% |
$13M - $13.9M
|
3.49M
$192M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
857New |
$44.6K - $47.7K
|
857
$47.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-831- 2.39% |
$43.2K - $46.3K
|
34K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
28.3KNew |
$1.47M - $1.58M
|
28.3K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75New |
$3.9K - $4.17K
|
75
$4.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.9K+ 6.56% |
$4.31M - $4.61M
|
1.35M
$74M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.9K- 4.95% |
$1.04M - $1.11M
|
383K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.5KNew |
$286K - $306K
|
5.5K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-331- 39.83% |
$17.2K - $18.4K
|
500
$27.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5+ 0.02% |
$260 - $278
|
22K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.46K+ 19.85% |
$232K - $248K
|
26.9K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.73K+ 10.86% |
$142K - $152K
|
27.9K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.95K+ 11.1% |
$206K - $220K
|
39.6K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-581- 1.86% |
$30.2K - $32.3K
|
30.7K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.68K+ 1.12% |
$347K - $372K
|
602K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.5K- 4.02% |
$2.42M - $2.59M
|
1.11M
$61.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$557K - $596K
|
10.7K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.6K- 36.27% |
$187K - $200K
|
6.33K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5.82K+ 2.89% |
$303K - $324K
|
207K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
BUY
|
- |
141KNew |
$7.35M - $7.87M
|
141K
$7.78M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.41K+ 5.49% |
$489K - $524K
|
181K
$9.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 3.43% |
$4K - $4.29K
|
2.32K
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.3K+ 10.74% |
$1.63M - $1.74M
|
323K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$146K - $157K
|
2.81K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.14K- 2.73% |
$215K - $231K
|
148K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
496+ 77.26% |
$25.8K - $27.6K
|
1.14K
$62.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.52K+ 7.64% |
$443K - $474K
|
120K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-626- 5.05% |
$32.6K - $34.8K
|
11.8K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$5.72K - $6.12K
|
110
$6.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.44MNew |
$127M - $136M
|
2.44M
$134M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.44K+ 11.19% |
$231K - $247K
|
44.2K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
400+ 1.78% |
$20.8K - $22.3K
|
22.8K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-462- 57.75% |
$24K - $25.7K
|
338
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40New |
$2.08K - $2.23K
|
40
$2.2K
|