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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 0.01% |
$203 - $219
|
37.7K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1K+ 5.0% |
$157K - $170K
|
65.1K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-781- 9.02% |
$39.6K - $42.8K
|
7.87K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26.9KNew |
$1.37M - $1.48M
|
26.9K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.34K- 0.58% |
$170K - $183K
|
578K
$31.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.85KNew |
$195K - $211K
|
3.85K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
301New |
$15.3K - $16.5K
|
301
$16.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.4K- 26.5% |
$577K - $625K
|
31.6K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-393- 6.37% |
$19.9K - $21.6K
|
5.78K
$319K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$5.37K - $5.82K
|
106
$5.85K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-946- 0.31% |
$48K - $51.9K
|
305K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.51K- 31.48% |
$127K - $138K
|
5.47K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
830+ 19.1% |
$42.1K - $45.5K
|
5.18K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-16.2K- 11.35% |
$821K - $888K
|
126K
$6.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.1K+ 12.01% |
$157K - $170K
|
28.9K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-165- 3.49% |
$8.37K - $9.05K
|
4.56K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.68K- 27.68% |
$85.2K - $92.2K
|
4.39K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
710+ 0.3% |
$36K - $39K
|
234K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.63K+ 4.41% |
$488K - $528K
|
228K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.45K- 12.94% |
$428K - $464K
|
56.9K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-323- 2.52% |
$16.4K - $17.7K
|
12.5K
$690K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.45K- 1.09% |
$124K - $134K
|
223K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11.2K- 6.84% |
$570K - $617K
|
153K
$8.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-173- 7.79% |
$8.77K - $9.49K
|
2.05K
$113K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
195+ 1.19% |
$9.89K - $10.7K
|
16.6K
$915K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-178- 43.31% |
$9.02K - $9.77K
|
233
$12.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-205- 4.33% |
$10.4K - $11.2K
|
4.53K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.14K- 1.34% |
$109K - $118K
|
158K
$8.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.96% |
$5.07K - $5.49K
|
10.3K
$567K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11.1K- 53.75% |
$563K - $609K
|
9.55K
$528K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 20.81% |
$8.2M - $8.93M
|
1M
$55.4M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
420New |
$19.9K - $21.7K
|
420
$23.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$200K - $218K
|
4.22K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
300+ 7.64% |
$14.2K - $15.5K
|
4.23K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-790- 7.92% |
$37.5K - $40.8K
|
9.18K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.1KNew |
$194K - $212K
|
4.1K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7KNew |
$1.5M - $1.64M
|
31.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.79KNew |
$227K - $247K
|
4.79K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.67K- 31.31% |
$174K - $190K
|
8.06K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1K+ 270.15% |
$858K - $935K
|
24.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-248- 5.05% |
$11.8K - $12.8K
|
4.66K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-132- 2.99% |
$6.26K - $6.82K
|
4.29K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$88.3K - $96.2K
|
204K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.55K+ 56.1% |
$310K - $338K
|
18.2K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
37+ 12.85% |
$1.75K - $1.91K
|
325
$17.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.53K- 6.54% |
$72.6K - $79.1K
|
21.9K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
61.8KNew |
$2.93M - $3.19M
|
61.8K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
110K+ 30.85% |
$5.21M - $5.68M
|
466K
$25.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-275- 32.93% |
$13K - $14.2K
|
560
$30.9K
|
|