Purchases and Sales Made in Q4 2022 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q4 2022. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.24K+ 18.08% |
$83.8K - $84.9K
|
14.6K
$767K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.12K+ 28.09% |
$79.3K - $80.4K
|
9.66K
$507K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 7.15% |
$78.9K - $79.9K
|
31.6K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07KNew |
$77.6K - $78.6K
|
2.07K
$109K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.96KNew |
$73.5K - $74.5K
|
1.96K
$103K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.92K+ 5.91% |
$71.9K - $72.8K
|
34.4K
$1.8M
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.77K+ 22.1% |
$66.2K - $67.1K
|
9.76K
$512K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.69K+ 9.38% |
$63.4K - $64.2K
|
19.7K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 1.96% |
$38.2K - $38.7K
|
53.2K
$2.79M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
927+ 5.93% |
$34.7K - $35.2K
|
16.6K
$869K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
880+ 2.88% |
$33K - $33.4K
|
31.5K
$1.65M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
780+ 120.37% |
$29.2K - $29.6K
|
1.43K
$74.9K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
770+ 2.56% |
$28.8K - $29.2K
|
30.8K
$1.62M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
761+ 0.59% |
$28.5K - $28.9K
|
130K
$6.83M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
744+ 7.65% |
$27.9K - $28.2K
|
10.5K
$549K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
742+ 21.35% |
$27.8K - $28.2K
|
4.22K
$221K
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
699+ 1.44% |
$26.2K - $26.5K
|
49.1K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
535+ 100.0% |
$20K - $20.3K
|
1.07K
$56.1K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
527+ 0.26% |
$19.7K - $20K
|
206K
$10.8M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
500+ 8.02% |
$18.7K - $19K
|
6.73K
$353K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
482New |
$18.1K - $18.3K
|
482
$25.3K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
379+ 22.09% |
$14.2K - $14.4K
|
2.1K
$110K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
272+ 0.73% |
$10.2K - $10.3K
|
37.6K
$1.97M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
249+ 27.67% |
$9.33K - $9.45K
|
1.15K
$60.3K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
225+ 1.99% |
$8.43K - $8.54K
|
11.5K
$605K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
170+ 0.5% |
$6.37K - $6.45K
|
33.9K
$1.78M
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
144New |
$5.39K - $5.46K
|
144
$7.55K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
130New |
$4.87K - $4.93K
|
130
$6.82K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
65+ 0.15% |
$2.43K - $2.47K
|
43.8K
$2.3M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
48New |
$1.8K - $1.82K
|
48
$2.52K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
47+ 0.82% |
$1.76K - $1.78K
|
5.76K
$302K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40+ 0.18% |
$1.5K - $1.52K
|
22.4K
$1.18M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.39K - $1.4K
|
37
$1.94K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36+ 0.54% |
$1.35K - $1.37K
|
6.7K
$351K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
36+ 0.16% |
$1.35K - $1.37K
|
22.9K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 3.55% |
$1.31K - $1.33K
|
1.02K
$53.6K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 1.24% |
$1.12K - $1.14K
|
2.45K
$128K
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.34% |
$824 - $835
|
6.4K
$336K
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16+ 1.29% |
$599 - $607
|
1.25K
$65.8K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 1.3% |
$450 - $455
|
938
$49.2K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$187 - $190
|
5
$262
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.11% |
$112 - $114
|
2.68K
$141K
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-14- 0.14% |
$524 - $531
|
10K
$525K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-39- 0.67% |
$1.46K - $1.48K
|
5.8K
$304K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-100- 6.78% |
$3.75K - $3.8K
|
1.38K
$72.2K
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 0.31% |
$3.75K - $3.8K
|
32.5K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-305- 3.63% |
$11.4K - $11.6K
|
8.11K
$425K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-374- 4.1% |
$14K - $14.2K
|
8.75K
$459K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-601- 2.44% |
$22.5K - $22.8K
|
24K
$1.26M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-736- 1.05% |
$27.6K - $27.9K
|
69.2K
$3.63M
|