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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 354.98% |
$414K - $460K
|
10.6K
$583K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.4K+ 112.54% |
$372K - $414K
|
14K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.54KNew |
$228K - $254K
|
4.54K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.02KNew |
$202K - $225K
|
4.02K
$222K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.72KNew |
$136K - $152K
|
2.72K
$150K
|
|
|
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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 8.69% |
$64.9K - $72.2K
|
16.1K
$892K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 22.94% |
$63.6K - $70.8K
|
6.78K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$428K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
374+ 3.43% |
$18.8K - $20.9K
|
11.3K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
340New |
$17.1K - $19K
|
340
$18.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
316New |
$15.9K - $17.7K
|
316
$17.4K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78New |
$3.92K - $4.36K
|
78
$4.31K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
34+ 0.68% |
$1.71K - $1.9K
|
5.05K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18+ 0.44% |
$905 - $1.01K
|
4.15K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$653 - $727
|
2.01K
$111K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$402 - $447
|
1.28K
$70.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.67% |
$201 - $224
|
603
$33.3K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$151 - $168
|
645
$35.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.23% |
$101 - $112
|
862
$47.6K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
212K+ 1176.6% |
$11M - $11.8M
|
230K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$557K - $596K
|
10.7K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
5.5KNew |
$286K - $306K
|
5.5K
$304K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
5.47KNew |
$284K - $304K
|
5.47K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.34KNew |
$226K - $242K
|
4.34K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.82KNew |
$198K - $212K
|
3.82K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$164K - $176K
|
3.16K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.8KNew |
$93.8K - $100K
|
1.8K
$99.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
857New |
$44.6K - $47.7K
|
857
$47.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 16.16% |
$39K - $41.7K
|
5.39K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
704New |
$36.6K - $39.2K
|
704
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
180New |
$9.36K - $10K
|
180
$9.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
150+ 3.94% |
$7.8K - $8.35K
|
3.95K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$5.72K - $6.12K
|
110
$6.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75New |
$3.9K - $4.17K
|
75
$4.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40New |
$2.08K - $2.23K
|
40
$2.21K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 10.2% |
$3.54M - $3.94M
|
809K
$44.7M
|
|
|
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
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.44M
|
27.5K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11K+ 227.5% |
$520K - $578K
|
15.8K
$874K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.21KNew |
$57.1K - $63.4K
|
1.21K
$66.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
404New |
$19.1K - $21.2K
|
404
$22.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63+ 61.76% |
$2.98K - $3.31K
|
165
$9.11K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.78KNew |
$216K - $239K
|
4.78K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.17KNew |
$188K - $208K
|
4.17K
$230K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$138K - $153K
|
3.06K
$169K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.34K+ 28.6% |
$106K - $117K
|
10.5K
$582K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.23KNew |
$101K - $111K
|
2.23K
$123K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
800New |
$36.2K - $40K
|
800
$44.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.08K - $2.3K
|
46
$2.54K
|
|