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 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-787- 3.13% |
$29.5K - $29.9K
|
24.4K
$1.28M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-807- 2.67% |
$30.2K - $30.6K
|
29.4K
$1.54M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.27K- 3.9% |
$47.5K - $48.1K
|
31.2K
$1.64M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.33K- 10.06% |
$49.8K - $50.5K
|
11.9K
$624K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.87K- 6.01% |
$70.1K - $71K
|
29.2K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.62K- 19.61% |
$98.3K - $99.6K
|
10.8K
$564K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.18K- 4.59% |
$119K - $121K
|
66.2K
$3.47M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.55K- 3.18% |
$133K - $135K
|
108K
$5.67M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.76K- 3.97% |
$141K - $143K
|
90.8K
$4.76M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.1K- 30.89% |
$191K - $193K
|
11.4K
$598K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.24K- 7.47% |
$309K - $313K
|
102K
$5.36M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.67K- 9.32% |
$325K - $329K
|
84.3K
$4.42M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.2K- 50.87% |
$345K - $349K
|
8.89K
$466K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.88K- 58.32% |
$370K - $375K
|
7.06K
$370K
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.1K- 0.59% |
$415K - $420K
|
1.87M
$98.1M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.2K- 55.85% |
$493K - $499K
|
10.4K
$545K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$511K - $517K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.1K- 11.02% |
$527K - $534K
|
114K
$5.96M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-14.2K- 29.76% |
$532K - $539K
|
33.5K
$1.76M
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-14.8K- 30.82% |
$553K - $561K
|
33.2K
$1.74M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18K- 5.64% |
$673K - $682K
|
300K
$15.8M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20K- 2.81% |
$748K - $758K
|
690K
$36.2M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21K- 10.25% |
$786K - $796K
|
184K
$9.64M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.1K- 3.66% |
$792K - $802K
|
556K
$29.2M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-25.5K- 94.82% |
$956K - $969K
|
1.4K
$73.2K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 51.92% |
$976K - $989K
|
24.1K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.6K- 4.99% |
$1.04M - $1.05M
|
526K
$27.6M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.3K- 38.15% |
$1.06M - $1.07M
|
45.8K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-30.8K- 9.6% |
$1.15M - $1.17M
|
290K
$15.2M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55.6K- 33.27% |
$2.08M - $2.11M
|
112K
$5.85M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110K- 12.53% |
$4.11M - $4.17M
|
767K
$40.2M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-223K- 9.23% |
$8.35M - $8.46M
|
2.19M
$115M
|