Latest Institutional Transactions on Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Us Mid (PTMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.4K- 45.65% |
$1.23M - $1.32M
|
43.3K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-646- 0.96% |
$21.9K - $23.5K
|
66.9K
$2.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 8.36% |
$658K - $705K
|
213K
$7.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-546- 0.17% |
$18.5K - $19.8K
|
326K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.77K+ 7.63% |
$93.9K - $100K
|
39K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.23K+ 2.09% |
$75.6K - $80.9K
|
109K
$3.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-144- 2.46% |
$4.89K - $5.23K
|
5.71K
$201K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 16.87% |
$742K - $749K
|
149K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.32KNew |
$253K - $255K
|
7.32K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479+ 34.56% |
$16.6K - $16.7K
|
1.87K
$65.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.54K- 35.0% |
$226K - $228K
|
12.1K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.7K+ 27.86% |
$1.31M - $1.32M
|
173K
$6.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
60New |
$2.07K - $2.09K
|
60
$2.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-544- 6.05% |
$18.8K - $19K
|
8.45K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.9KNew |
$204K - $206K
|
5.9K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 25.69% |
$90.9K - $91.7K
|
7.6K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.65K+ 9.52% |
$57.2K - $57.7K
|
19K
$669K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
28.7K+ 152.28% |
$992K - $1M
|
47.5K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
40.7K+ 128.43% |
$1.41M - $1.42M
|
72.3K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
336New |
$11.6K - $11.7K
|
336
$11.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3KNew |
$104K - $105K
|
3K
$106K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.66KClosed |
$195K - $220K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
12KNew |
$413K - $465K
|
12K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.88% |
$311 - $350
|
1.03K
$36.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$34.5 - $38.9
|
1
$35.2
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-3.2K- 6.2% |
$110K - $124K
|
48.4K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 16.36% |
$58.1K - $65.5K
|
12K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
192New |
$6.62K - $7.47K
|
192
$6.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
36+ 0.24% |
$1.24K - $1.4K
|
15.3K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-269- 4.03% |
$9.28K - $10.5K
|
6.4K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90+ 1.48% |
$3.11K - $3.5K
|
6.18K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
868New |
$29.9K - $33.8K
|
868
$30.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
228New |
$7.87K - $8.87K
|
228
$8.02K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-96- 0.84% |
$3.53K - $3.88K
|
11.3K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
721New |
$26.5K - $29.2K
|
721
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-892- 39.5% |
$32.8K - $36.1K
|
1.37K
$48K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-451- 7.39% |
$16.6K - $18.2K
|
5.66K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$7.35K - $8.09K
|
200
$7.03K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 39.51% |
$2.18K - $2.38K
|
226
$7.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.4KNew |
$661K - $722K
|
19.4K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-543- 7.58% |
$18.5K - $20.2K
|
6.62K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.7K+ 6.61% |
$57.8K - $63K
|
27.3K
$962K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.49K- 3.67% |
$289K - $316K
|
223K
$7.85M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-482- 1.1% |
$16.1K - $17.4K
|
43.4K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-951- 51.38% |
$31.8K - $34.3K
|
900
$31.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.4KNew |
$982K - $1.06M
|
29.4K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73KNew |
$57.7K - $62.2K
|
1.73K
$60.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-142- 7.01% |
$4.75K - $5.12K
|
1.88K
$66.2K
|
|