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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.41K- 9.45% |
$52.9K - $53.2K
|
13.5K
$743K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
6.3KNew |
$236K - $238K
|
6.3K
$347K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
319New |
$12K - $12K
|
319
$17.5K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
3.9K+ 3.95% |
$145K - $153K
|
103K
$5.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$42.4K - $45K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.17M- 97.09% |
$43.4M - $46M
|
35K
$1.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.15KClosed |
$265K - $281K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.4K- 20.47% |
$460K - $488K
|
48.2K
$2.65M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-21.8KClosed |
$807K - $856K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.07KClosed |
$39.8K - $42.2K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-885- 25.53% |
$32.8K - $34.8K
|
2.58K
$142K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
716New |
$26.5K - $28.1K
|
716
$39.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138Closed |
$5.12K - $5.42K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.75KClosed |
$138K - $157K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.2KNew |
$485K - $550K
|
13.2K
$724K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-266Closed |
$9.81K - $11.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2KClosed |
$73.7K - $83.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
5.02KNew |
$185K - $210K
|
5.02K
$276K
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.19KClosed |
$302K - $342K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.48KClosed |
$202K - $229K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-142- 5.5% |
$5.24K - $5.93K
|
2.44K
$134K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-275Closed |
$10.1K - $11.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-8.11KClosed |
$299K - $339K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.35KNew |
$51K - $56.5K
|
1.35K
$74.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
8.34KNew |
$315K - $349K
|
8.34K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-93Closed |
$3.51K - $3.89K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.47KClosed |
$357K - $396K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-741Closed |
$28K - $31K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-105- 9.58% |
$3.96K - $4.39K
|
991
$54.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
348New |
$13K - $13.8K
|
348
$19.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10Closed |
$373 - $397
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-669Closed |
$25K - $26.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-249- 50.4% |
$8.74K - $9.36K
|
245
$13.5K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-129KClosed |
$4.52M - $4.85M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.03KClosed |
$282K - $302K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-163KClosed |
$5.74M - $6.14M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.52KNew |
$194K - $207K
|
5.52K
$304K
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-424KClosed |
$14.9M - $15.9M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
SELL
|
- |
-8.14KClosed |
$286K - $306K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-265Closed |
$8.54K - $9.21K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.68KClosed |
$215K - $232K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.1KClosed |
$713K - $769K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-87.9KClosed |
$2.83M - $3.05M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-8.44KClosed |
$272K - $293K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-17.4KClosed |
$560K - $603K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
154New |
$4.43K - $5.05K
|
154
$8.47K
|
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-53KClosed |
$1.53M - $1.74M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.3KClosed |
$324K - $370K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11.3KClosed |
$326K - $371K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-209KClosed |
$6.02M - $6.85M
|
0
$0
|
|