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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
5.47KNew |
$284K - $304K
|
5.47K
$280K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.63K- 26.64% |
$84.7K - $90.6K
|
4.48K
$230K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.33KNew |
$433K - $464K
|
8.33K
$427K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
93.8KNew |
$4.88M - $5.22M
|
93.8K
$4.81M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 44.46% |
$839K - $898K
|
20.2K
$1.03M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
61.4KNew |
$3.2M - $3.42M
|
61.4K
$3.15M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.79KNew |
$353K - $378K
|
6.79K
$348K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.53K- 62.8% |
$340K - $363K
|
3.87K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.77K- 12.3% |
$144K - $154K
|
19.7K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
31.8K+ 85.96% |
$1.65M - $1.77M
|
68.8K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.42K- 26.46% |
$126K - $135K
|
6.73K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.3K- 2.66% |
$1.73M - $1.85M
|
1.22M
$62.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22+ 0.18% |
$1.14K - $1.22K
|
12K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 4.51% |
$10.5M - $11.2M
|
4.67M
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-135- 10.59% |
$7.02K - $7.51K
|
1.14K
$58.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 207.68% |
$2.27M - $2.43M
|
64.6K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 24.24% |
$166K - $178K
|
9.98K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.32K+ 2.09% |
$121K - $129K
|
114K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.1K- 3.0% |
$1.46M - $1.56M
|
906K
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.4K+ 196.85% |
$1.01M - $1.08M
|
29.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.07K+ 3.38% |
$55.5K - $59.4K
|
32.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.09K+ 0.59% |
$213K - $228K
|
696K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.2K+ 0.75% |
$2.35M - $2.52M
|
6.09M
$312M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.6KNew |
$967K - $1.03M
|
18.6K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.06K- 22.76% |
$211K - $226K
|
13.8K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.07KNew |
$212K - $227K
|
4.07K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.8K+ 13.21% |
$250K - $267K
|
41.1K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
565+ 2260.0% |
$29.4K - $31.4K
|
590
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30- 0.74% |
$1.56K - $1.67K
|
4K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.15K+ 0.76% |
$59.7K - $64K
|
153K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.29K+ 16.07% |
$483K - $517K
|
67.1K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 8.64% |
$685K - $733K
|
166K
$8.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.44K- 49.56% |
$283K - $303K
|
5.54K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.33K+ 76.01% |
$433K - $464K
|
19.3K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 0.12% |
$312 - $334
|
5.01K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
7.32KNew |
$381K - $408K
|
7.32K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
442New |
$23K - $24.6K
|
442
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.42K+ 61.37% |
$178K - $190K
|
9K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-461- 5.23% |
$24K - $25.7K
|
8.35K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.62KNew |
$500K - $536K
|
9.62K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.8K+ 7.86% |
$824K - $882K
|
217K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
359+ 0.89% |
$18.7K - $20K
|
40.6K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 4.29% |
$2.64M - $2.83M
|
1.24M
$63.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.6K- 30.55% |
$551K - $590K
|
24.1K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.08K- 11.54% |
$264K - $282K
|
38.9K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
898+ 7.69% |
$46.7K - $50K
|
12.6K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.2K+ 8.05% |
$1.36M - $1.46M
|
352K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$156 - $167
|
3
$154
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.2K+ 7.14% |
$1.47M - $1.57M
|
423K
$21.7M
|