Latest Institutional Purchases of Pacer Fds Tr Trendpilot Us Lar (PTLC)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Lar (PTLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$12.8M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
151K+ 12.91% |
$7.84M - $8.39M
|
1.32M
$73M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
77.5KNew |
$4.03M - $4.31M
|
77.5K
$4.3M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
67.2K+ 27.79% |
$3.5M - $3.74M
|
309K
$17.1M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37.1KNew |
$1.93M - $2.06M
|
37.1K
$2.06M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.9KNew |
$1.45M - $1.55M
|
27.9K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
26.4K+ 1.35% |
$1.37M - $1.47M
|
1.98M
$110M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 5.72% |
$952K - $1.02M
|
338K
$18.8M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$739K - $792K
|
14.2K
$788K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$730K - $781K
|
14K
$778K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.1K+ 5.6% |
$579K - $620K
|
210K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.8K+ 4.48% |
$510K - $546K
|
229K
$12.7M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
7.41KNew |
$385K - $413K
|
7.41K
$411K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.39KNew |
$280K - $300K
|
5.39K
$299K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.29K+ 5.31% |
$275K - $295K
|
105K
$5.82M
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 8.47% |
$269K - $288K
|
66.2K
$3.67M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$269K - $287K
|
5.16K
$286K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.35K+ 51.02% |
$226K - $242K
|
12.9K
$713K
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.13KNew |
$215K - $230K
|
4.13K
$229K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.86K+ 10.37% |
$201K - $215K
|
41.1K
$2.28M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.14K+ 52.38% |
$163K - $175K
|
9.14K
$506K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 6.91% |
$93.8K - $100K
|
27.9K
$1.55M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$299K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500+ 5.06% |
$26K - $27.8K
|
10.4K
$576K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
180New |
$9.36K - $10K
|
180
$9.98K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 3.94% |
$7.8K - $8.35K
|
3.95K
$219K
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
146New |
$7.59K - $8.13K
|
146
$8.09K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
137+ 2.13% |
$7.12K - $7.63K
|
6.58K
$365K
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
307K+ 48.91% |
$14.5M - $16.1M
|
934K
$51.8M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 6.76% |
$9.69M - $10.8M
|
3.24M
$179M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 10.5% |
$5.33M - $5.92M
|
1.19M
$65.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.9K+ 21.29% |
$4.54M - $5.04M
|
547K
$30.3M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
83.9KNew |
$3.97M - $4.41M
|
83.9K
$4.65M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 10.2% |
$3.54M - $3.94M
|
809K
$44.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.7K+ 9.11% |
$3.29M - $3.66M
|
835K
$46.3M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69K+ 25.5% |
$3.26M - $3.63M
|
340K
$18.8M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.1K+ 15.86% |
$2.56M - $2.84M
|
395K
$21.9M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.8KNew |
$2.26M - $2.51M
|
47.8K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.4K+ 3.93% |
$2.24M - $2.49M
|
1.25M
$69.5M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.3KNew |
$2.05M - $2.28M
|
43.3K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39.1K+ 11.08% |
$1.85M - $2.06M
|
392K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3KNew |
$1.48M - $1.65M
|
31.3K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 10.34% |
$1.44M - $1.6M
|
326K
$18M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.44M
|
27.5K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
26.3K+ 83.42% |
$1.24M - $1.38M
|
57.8K
$3.2M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 9.19% |
$1.16M - $1.29M
|
292K
$16.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22K+ 3.29% |
$1.04M - $1.16M
|
692K
$38.3M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.7K+ 127.53% |
$980K - $1.09M
|
37K
$2.05M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
17.7KNew |
$835K - $928K
|
17.7K
$978K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.3KNew |
$816K - $907K
|
17.3K
$956K
|