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 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 13.5% |
$67.1K - $74.2K
|
12.5K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.78KNew |
$216K - $239K
|
4.78K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.45% |
$181 - $200
|
159
$8.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.57KNew |
$252K - $279K
|
5.57K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.02K- 3.42% |
$46.3K - $51.2K
|
28.9K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
860New |
$38.9K - $43K
|
860
$47.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
806+ 2.04% |
$36.4K - $40.3K
|
40.2K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 19.58% |
$45.2K - $50K
|
4.11K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.34K+ 28.6% |
$106K - $117K
|
10.5K
$580K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
460+ 124.32% |
$20.8K - $23K
|
830
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$1.13K - $1.25K
|
25
$1.38K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 19.13% |
$56.1K - $62.1K
|
5.25K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$36.2K - $40K
|
800
$44K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 3.07% |
$13.6K - $15K
|
10.1K
$555K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-204- 0.42% |
$9.22K - $10.2K
|
48.6K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 65.79% |
$136K - $150K
|
1.56K
$85.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-46.6K- 89.58% |
$2.1M - $2.33M
|
5.42K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-448- 5.78% |
$20.2K - $22.4K
|
7.3K
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-307- 2.04% |
$13.9K - $15.3K
|
14.8K
$812K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$138K - $153K
|
3.06K
$168K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.34KNew |
$99.6K - $112K
|
2.34K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345New |
$14.7K - $16.5K
|
345
$19K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.75KNew |
$202K - $227K
|
4.75K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 32.04% |
$5.65M - $6.33M
|
547K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.39% |
$704K - $789K
|
323K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288New |
$12.3K - $13.7K
|
288
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313New |
$13.3K - $14.9K
|
313
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
41+ 5.32% |
$1.74K - $1.96K
|
812
$44.7K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.24% |
$21.3K - $23.9K
|
206K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
440+ 3.29% |
$18.7K - $21K
|
13.8K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
15+ 1.2% |
$638 - $716
|
1.27K
$69.8K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 18.51% |
$45.5K - $51K
|
4.71K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 0.78% |
$3.49K - $3.91K
|
10.4K
$572K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
247New |
$10.5K - $11.8K
|
247
$13.6K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-215- 3.84% |
$9.15K - $10.3K
|
5.39K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
392New |
$16.7K - $18.7K
|
392
$21.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.14K+ 10.38% |
$91.1K - $102K
|
22.8K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$85.1 - $95.4
|
9.45K
$520K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 68.35% |
$42.6K - $47.7K
|
463
$25.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.05K- 18.87% |
$87K - $97.6K
|
8.79K
$484K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-7.34K- 18.24% |
$312K - $350K
|
32.9K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-375- 3.68% |
$16K - $17.9K
|
9.8K
$539K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.39% |
$128 - $143
|
766
$42.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.37% |
$2.53K - $2.89K
|
17.6K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.47KNew |
$210K - $240K
|
5.47K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.44KNew |
$55.2K - $63.1K
|
1.44K
$79.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.48KNew |
$248K - $284K
|
6.48K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$374K - $427K
|
9.74K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.8K- 26.31% |
$69.1K - $79K
|
5.05K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.03KNew |
$193K - $220K
|
5.03K
$277K
|
|