Latest Institutional Transactions on Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpliot 100 Et (PTNQ) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12.7K+ 9.25% |
$922K - $989K
|
150K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-641- 5.84% |
$46.5K - $49.9K
|
10.3K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.39K+ 7.12% |
$609K - $653K
|
126K
$9.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-64- 0.51% |
$4.65K - $4.98K
|
12.4K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-601- 5.22% |
$43.6K - $46.8K
|
10.9K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.16K+ 9.14% |
$157K - $168K
|
25.8K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 1.04% |
$2.9K - $3.11K
|
3.82K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-655- 19.33% |
$47.6K - $51K
|
2.73K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.53K+ 11.34% |
$329K - $352K
|
44.4K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.47KNew |
$325K - $348K
|
4.47K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.92K+ 26.95% |
$140K - $150K
|
9.06K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
151K+ 1078.21% |
$11M - $11.8M
|
165K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$3.63K - $3.89K
|
50
$3.83K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.84KNew |
$279K - $299K
|
3.84K
$294K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.89K- 9.21% |
$129K - $140K
|
18.6K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$18K - $19.4K
|
262
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-500- 0.89% |
$34.3K - $37.1K
|
55.7K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.37K- 49.02% |
$505K - $546K
|
7.66K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 0.09% |
$2.54K - $2.74K
|
43.1K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
29+ 6.26% |
$1.99K - $2.15K
|
492
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 48.1% |
$2.6K - $2.82K
|
117
$8.96K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
424New |
$29.1K - $31.4K
|
424
$32.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-519- 6.37% |
$35.6K - $38.5K
|
7.63K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.1K- 42.32% |
$281K - $304K
|
5.59K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.16K+ 2.11% |
$79.4K - $85.9K
|
56K
$4.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-160- 2.49% |
$11K - $11.9K
|
6.27K
$480K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-181- 4.18% |
$12.4K - $13.4K
|
4.15K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 3.45% |
$1.09M - $1.18M
|
478K
$36.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-790- 0.27% |
$54.1K - $58.6K
|
294K
$22.5M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6- 0.39% |
$397 - $434
|
1.55K
$119K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
100New |
$6.62K - $7.24K
|
100
$7.65K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-341- 1.32% |
$22.6K - $24.7K
|
25.4K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-618- 15.35% |
$40.9K - $44.7K
|
3.41K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-162- 3.75% |
$10.7K - $11.7K
|
4.16K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
93New |
$6.16K - $6.73K
|
93
$7.12K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.03KNew |
$333K - $364K
|
5.03K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
550New |
$36.4K - $39.8K
|
550
$42.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.79K- 12.01% |
$119K - $130K
|
13.1K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
475+ 69.55% |
$31.5K - $34.4K
|
1.16K
$88.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
33New |
$2.19K - $2.39K
|
33
$2.53K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-430- 2.35% |
$28.5K - $31.1K
|
17.9K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.91K+ 21.63% |
$127K - $138K
|
10.8K
$823K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-65- 1.23% |
$4.3K - $4.71K
|
5.23K
$400K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80New |
$5.3K - $5.79K
|
80
$6.12K
|
|
| Q1 2024 | |||||||
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3KNew |
$193K - $207K
|
3K
$230K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.85% |
$899 - $964
|
1.65K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.45KNew |
$221K - $237K
|
3.45K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$2.25K - $2.41K
|
35
$2.68K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 78.52% |
$78.1K - $83.8K
|
333
$25.5K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$12.6K - $13.5K
|
196
$15K
|
|