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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
245+ 4.48% |
$13.2K - $13.8K
|
5.72K
$316K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 164.32% |
$181K - $190K
|
5.42K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49K- 1.62% |
$134K - $141K
|
151K
$8.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.04K- 1.92% |
$163K - $172K
|
155K
$8.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.37K- 27.16% |
$73.5K - $77.3K
|
3.67K
$203K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
880+ 27.49% |
$47.3K - $49.7K
|
4.08K
$225K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.8K- 18.21% |
$419K - $441K
|
35K
$1.94M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4K+ 4.3% |
$612K - $644K
|
277K
$15.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.0% |
$161 - $170
|
80.2K
$4.43M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66New |
$3.54K - $3.73K
|
66
$3.64K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 0.43% |
$70.3K - $74K
|
306K
$16.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
38.6KNew |
$2.07M - $2.18M
|
38.6K
$2.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 2.51% |
$62.4K - $65.7K
|
47.5K
$2.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160- 24.81% |
$8.59K - $9.04K
|
485
$26.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 3.45% |
$90.8K - $95.5K
|
47.3K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 24.38% |
$9.45K - $9.94K
|
546
$30.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-267- 3.5% |
$14.3K - $15.1K
|
7.36K
$406K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.3K+ 5.31% |
$177K - $186K
|
65.4K
$3.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.22K- 24.35% |
$65.5K - $68.9K
|
3.79K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-515- 71.13% |
$27.7K - $29.1K
|
209
$11.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.33K- 7.8% |
$179K - $188K
|
39.4K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.53% |
$1.61K - $1.7K
|
5.63K
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.17K- 2.08% |
$116K - $122K
|
102K
$5.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.07KNew |
$272K - $286K
|
5.07K
$280K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.78K- 4.72% |
$95.5K - $101K
|
35.9K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-14.5K- 11.5% |
$781K - $822K
|
112K
$6.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
159New |
$8.54K - $8.98K
|
159
$8.78K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-20K- 63.44% |
$1.08M - $1.13M
|
11.5K
$638K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-597- 6.25% |
$32.1K - $33.7K
|
8.96K
$495K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9- 0.1% |
$483 - $509
|
9.44K
$521K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.3K+ 31.33% |
$69.8K - $73.5K
|
5.45K
$301K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.57K+ 5.17% |
$514K - $541K
|
195K
$10.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$193K - $204K
|
3.6K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.84K+ 41.21% |
$152K - $160K
|
9.72K
$537K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.16% |
$483 - $509
|
5.77K
$318K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-598- 4.79% |
$32.1K - $33.8K
|
11.9K
$657K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-40Closed |
$2.15K - $2.26K
|
0
$0
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68.3K+ 392.68% |
$3.47M - $3.75M
|
85.8K
$4.74M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1K- 12.34% |
$50.9K - $55.1K
|
7.13K
$394K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.18K+ 4.26% |
$60K - $65K
|
29K
$1.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
753New |
$38.2K - $41.3K
|
753
$41.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-16.5K- 26.48% |
$838K - $907K
|
45.9K
$2.53M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
337New |
$17.1K - $18.5K
|
337
$18.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$2.48K - $2.69K
|
49
$2.71K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.47K+ 45.87% |
$277K - $300K
|
17.4K
$960K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-99- 1.56% |
$5.02K - $5.43K
|
6.23K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 15.79% |
$152 - $165
|
16
$884
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.41K- 1.15% |
$122K - $132K
|
208K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.2K- 20.61% |
$2.14M - $2.31M
|
163K
$8.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 57.61% |
$1.13M - $1.22M
|
16.4K
$903K
|
|