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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.08K - $2.3K
|
46
$2.54K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 32.04% |
$5.65M - $6.33M
|
547K
$30.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 5.39% |
$704K - $789K
|
323K
$17.8M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.34KNew |
$99.6K - $112K
|
2.34K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.14K+ 10.38% |
$91.1K - $102K
|
22.8K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
440+ 3.29% |
$18.7K - $21K
|
13.8K
$762K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345New |
$14.7K - $16.5K
|
345
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313New |
$13.3K - $14.9K
|
313
$17.3K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
247New |
$10.5K - $11.8K
|
247
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
41+ 5.32% |
$1.74K - $1.96K
|
812
$44.8K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.16KNew |
$351K - $401K
|
9.16K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.48KNew |
$248K - $284K
|
6.48K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.47KNew |
$210K - $240K
|
5.47K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.03KNew |
$193K - $220K
|
5.03K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.25K+ 42.47% |
$125K - $143K
|
10.9K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.8KNew |
$107K - $123K
|
2.8K
$154K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.53KNew |
$96.9K - $111K
|
2.53K
$139K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.42KNew |
$92.6K - $106K
|
2.42K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.44KNew |
$55.2K - $63.1K
|
1.44K
$79.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
215New |
$8.25K - $9.43K
|
215
$11.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
157New |
$6.02K - $6.88K
|
157
$8.67K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.11K - $1.27K
|
29
$1.6K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
851New |
$33.8K - $36.3K
|
851
$47K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
250New |
$9.94K - $10.7K
|
250
$13.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154New |
$6.12K - $6.57K
|
154
$8.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
100New |
$3.98K - $4.26K
|
100
$5.52K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
68New |
$2.7K - $2.9K
|
68
$3.75K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.8KNew |
$1.38M - $1.52M
|
36.8K
$2.03M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.45KNew |
$92K - $101K
|
2.45K
$135K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$58.3K - $64.1K
|
1.55K
$85.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
18New |
$677 - $743
|
18
$994
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.0% |
$150 - $165
|
105K
$5.82M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$447K - $483K
|
12.5K
$691K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.64KNew |
$309K - $334K
|
8.64K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
254New |
$9.07K - $9.81K
|
254
$14K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
214New |
$7.64K - $8.26K
|
214
$11.8K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
80New |
$2.86K - $3.09K
|
80
$4.42K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71.1KNew |
$2.66M - $2.7M
|
71.1K
$3.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
780+ 120.37% |
$29.2K - $29.6K
|
1.43K
$78.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
535+ 100.0% |
$20K - $20.3K
|
1.07K
$59.1K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
144New |
$5.39K - $5.46K
|
144
$7.95K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
130New |
$4.87K - $4.93K
|
130
$7.18K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
8.1KNew |
$304K - $305K
|
8.1K
$447K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
6.3KNew |
$236K - $238K
|
6.3K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.98KNew |
$74.2K - $74.6K
|
1.98K
$109K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
319New |
$12K - $12K
|
319
$17.6K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
3.9K+ 3.95% |
$145K - $153K
|
103K
$5.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
716New |
$26.5K - $28.1K
|
716
$39.5K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.2KNew |
$485K - $550K
|
13.2K
$727K
|
|