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 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.9KNew |
$878K - $940K
|
16.9K
$929K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$204K - $218K
|
3.93K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.36% |
$5.2K - $5.57K
|
28.2K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.4K- 23.24% |
$592K - $634K
|
37.6K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
620+ 23.9% |
$32.2K - $34.5K
|
3.21K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34KNew |
$226K - $242K
|
4.34K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-93- 0.54% |
$4.84K - $5.18K
|
17.2K
$945K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 3.79% |
$91.3K - $97.7K
|
48.1K
$2.65M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$164K - $176K
|
3.16K
$174K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-72- 0.47% |
$3.74K - $4.01K
|
15.3K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 9.39% |
$821K - $879K
|
184K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.39K+ 16.15% |
$384K - $411K
|
53.1K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-764- 4.43% |
$39.7K - $42.5K
|
16.5K
$907K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.34K- 2.38% |
$382K - $409K
|
302K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
95.4K+ 423.09% |
$4.96M - $5.31M
|
118K
$6.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.45K+ 1.99% |
$335K - $359K
|
330K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.49KNew |
$234K - $250K
|
4.49K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.11K- 7.28% |
$214K - $229K
|
52.3K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 7.53% |
$571K - $611K
|
157K
$8.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.82KNew |
$198K - $212K
|
3.82K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
556+ 0.8% |
$28.9K - $30.9K
|
70K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23K+ 27.02% |
$1.19M - $1.28M
|
108K
$5.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670New |
$34.8K - $37.3K
|
670
$36.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-163- 2.21% |
$8.48K - $9.07K
|
7.2K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.18K- 12.32% |
$113K - $121K
|
15.5K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.34K+ 9.59% |
$278K - $297K
|
61K
$3.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
65+ 0.71% |
$3.38K - $3.62K
|
9.22K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.23K- 2.66% |
$116K - $124K
|
81.7K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-378- 32.76% |
$19.7K - $21K
|
776
$42.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.4KNew |
$385K - $412K
|
7.4K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.99K- 15.67% |
$103K - $111K
|
10.7K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.8KNew |
$93.8K - $100K
|
1.8K
$99.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 8.03% |
$126K - $135K
|
32.7K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 18.45% |
$5.2K - $5.57K
|
642
$35.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.29K+ 5.31% |
$275K - $295K
|
105K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.8K+ 4.48% |
$510K - $546K
|
229K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
704New |
$36.6K - $39.2K
|
704
$38.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-262- 1.37% |
$13.6K - $14.6K
|
18.9K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.36K- 6.77% |
$383K - $410K
|
101K
$5.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.1K+ 27.9% |
$161K - $173K
|
14.2K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.8KNew |
$612K - $655K
|
11.8K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
67.2K+ 27.79% |
$3.5M - $3.74M
|
309K
$17M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.84K- 24.3% |
$200K - $214K
|
12K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.86K+ 10.37% |
$201K - $215K
|
41.1K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37.1KNew |
$1.93M - $2.06M
|
37.1K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500+ 5.06% |
$26K - $27.8K
|
10.4K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
7.41KNew |
$385K - $413K
|
7.41K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.95K- 3.35% |
$258K - $276K
|
143K
$7.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
151K+ 12.91% |
$7.84M - $8.39M
|
1.32M
$72.5M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.06K- 6.02% |
$55.1K - $59K
|
16.6K
$911K
|