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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.26K- 19.87% |
$71.9K - $81.5K
|
9.12K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.98K- 4.42% |
$127K - $144K
|
86.1K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 4.89% |
$467K - $529K
|
286K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.94% |
$222 - $252
|
367
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
225New |
$7.15K - $8.11K
|
225
$7.91K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.02K+ 65.66% |
$223K - $253K
|
17.7K
$623K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-900- 12.61% |
$28.6K - $32.4K
|
6.24K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
574+ 0.86% |
$18.2K - $20.7K
|
67.5K
$2.37M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$610 - $676
|
20
$703
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.48KNew |
$45K - $49.9K
|
1.48K
$51.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.1KNew |
$338K - $374K
|
11.1K
$389K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$37.9K - $42.1K
|
1.24K
$43.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$4.58K - $5.07K
|
150
$5.28K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.1K+ 42.89% |
$125K - $139K
|
13.7K
$480K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.01K- 54.15% |
$156K - $172K
|
4.24K
$149K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.51KNew |
$47K - $51.8K
|
1.51K
$53.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.73K- 27.03% |
$209K - $230K
|
18.2K
$639K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
123New |
$3.82K - $4.21K
|
123
$4.33K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
617New |
$19.3K - $20.3K
|
617
$21.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.55K- 86.36% |
$79.6K - $84K
|
403
$14.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-260- 2.19% |
$8.12K - $8.56K
|
11.6K
$408K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 61.54% |
$6.12K - $7.01K
|
125
$4.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 5.16% |
$642 - $736
|
386
$13.6K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-837- 5.88% |
$25.7K - $27.9K
|
13.4K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.7KNew |
$481K - $521K
|
15.7K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-880- 8.4% |
$27K - $29.3K
|
9.6K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.4KNew |
$380K - $412K
|
12.4K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
611+ 100.0% |
$18.8K - $20.3K
|
1.22K
$43K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34New |
$1.04K - $1.13K
|
34
$1.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
292New |
$8.97K - $9.72K
|
292
$10.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
536New |
$16.5K - $17.8K
|
536
$18.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
53New |
$1.63K - $1.76K
|
53
$1.86K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850- 10.98% |
$27.3K - $29.4K
|
6.89K
$242K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-469- 14.07% |
$15K - $16.2K
|
2.87K
$101K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25Closed |
$862 - $865
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.24KClosed |
$215K - $216K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.8KClosed |
$474K - $476K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.46K- 51.05% |
$223K - $224K
|
6.2K
$218K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
688New |
$23.7K - $23.8K
|
688
$24.2K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72Closed |
$2.48K - $2.49K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300Closed |
$10.3K - $11K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-141Closed |
$4.86K - $5.18K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-754Closed |
$26K - $27.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25KClosed |
$77.5K - $82.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-500Closed |
$17.2K - $18.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
959New |
$33.8K - $35.5K
|
959
$33.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-325Closed |
$11.5K - $12K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-58- 2.82% |
$2.05K - $2.15K
|
2K
$70.3K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.31KClosed |
$253K - $264K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 34.4% |
$562K - $587K
|
31K
$1.09M
|
|