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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.11K- 5.5% |
$52.6K - $57.4K
|
19.1K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.81KNew |
$228K - $249K
|
4.81K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$287K - $313K
|
6.05K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-970- 10.45% |
$46K - $50.1K
|
8.31K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.58KNew |
$217K - $237K
|
4.58K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1New |
$47.4 - $51.7
|
1
$55.2
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.13K+ 5.38% |
$53.4K - $58.2K
|
22.1K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-196- 50.0% |
$9.29K - $10.1K
|
196
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-574- 4.13% |
$27.2K - $29.7K
|
13.3K
$736K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
669+ 56.31% |
$31.7K - $34.6K
|
1.86K
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-294K- 85.41% |
$14M - $15.2M
|
50.3K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.54K- 66.33% |
$358K - $390K
|
3.83K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$23.7K - $25.8K
|
500
$27.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-183- 2.3% |
$8.68K - $9.46K
|
7.76K
$428K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.25K- 34.99% |
$107K - $116K
|
4.19K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.2KNew |
$246K - $268K
|
5.2K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.54K+ 78.51% |
$310K - $338K
|
14.9K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
538+ 1.14% |
$25.5K - $27.8K
|
47.6K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
890+ 3.05% |
$42.2K - $46K
|
30.1K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$28.5K - $31K
|
600
$33.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9K+ 106.47% |
$563K - $613K
|
23K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 3.95% |
$30.8K - $33.5K
|
17.1K
$944K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.75K- 91.93% |
$178K - $194K
|
329
$18.2K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
34+ 0.68% |
$1.71K - $1.9K
|
5.05K
$279K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$402 - $447
|
1.28K
$70.5K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
117KNew |
$5.9M - $6.56M
|
117K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$151 - $168
|
645
$35.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.12K- 9.62% |
$107K - $119K
|
19.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.6K+ 41.01% |
$584K - $650K
|
40K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
340New |
$17.1K - $19K
|
340
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 11.89% |
$74.6K - $83K
|
11K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18+ 0.44% |
$905 - $1.01K
|
4.15K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.54KNew |
$228K - $254K
|
4.54K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 354.98% |
$414K - $460K
|
10.6K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53- 0.63% |
$2.66K - $2.96K
|
8.3K
$458K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.72KNew |
$136K - $152K
|
2.72K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.67% |
$201 - $224
|
603
$33.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.23% |
$101 - $112
|
862
$47.6K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 8.69% |
$64.9K - $72.2K
|
16.1K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-79.5K- 84.83% |
$4M - $4.45M
|
14.2K
$786K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78New |
$3.92K - $4.36K
|
78
$4.31K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 14.01% |
$75.4K - $83.9K
|
12.2K
$674K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 22.52% |
$3.77K - $4.19K
|
258
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-353- 3.6% |
$17.7K - $19.7K
|
9.45K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
374+ 3.43% |
$18.8K - $20.9K
|
11.3K
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.2K- 9.09% |
$60.3K - $67.1K
|
12K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.4K+ 112.54% |
$372K - $414K
|
14K
$772K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$653 - $727
|
2.01K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-86- 0.52% |
$4.32K - $4.81K
|
16.5K
$910K
|
|