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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$80.4K - $86.2K
|
1.25K
$95.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.27% |
$257 - $275
|
318
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
678+ 8.32% |
$43.5K - $46.7K
|
8.82K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
90.7K+ 221.13% |
$5.82M - $6.24M
|
132K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.1K+ 44.98% |
$3.99M - $4.28M
|
200K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
290New |
$18.6K - $20K
|
290
$22.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$64.2K - $68.9K
|
1K
$76.5K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$8.34K - $8.95K
|
130
$9.95K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-24- 0.56% |
$1.54K - $1.65K
|
4.28K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.91K+ 19.32% |
$187K - $200K
|
18K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.29KNew |
$211K - $227K
|
3.29K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-781- 11.08% |
$50.1K - $53.8K
|
6.27K
$480K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 1.43% |
$128 - $138
|
142
$10.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$93.2K - $100K
|
1.45K
$111K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
855New |
$54.9K - $58.9K
|
855
$65.4K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
37New |
$2.24K - $2.46K
|
37
$2.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
208New |
$12.6K - $13.8K
|
208
$15.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
921New |
$55.7K - $61.2K
|
921
$70.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73New |
$4.41K - $4.85K
|
73
$5.59K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.1KNew |
$1.82M - $2M
|
30.1K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$2.6K - $2.86K
|
43
$3.29K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.1K+ 45.82% |
$127K - $140K
|
6.68K
$512K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11.6KNew |
$710K - $740K
|
11.6K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-325- 0.23% |
$19.9K - $20.7K
|
141K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.63KNew |
$99.5K - $104K
|
1.63K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.6KNew |
$891K - $928K
|
14.6K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 19.37% |
$39.4K - $41K
|
3.97K
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.71KNew |
$349K - $364K
|
5.71K
$437K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
110New |
$6.73K - $7.01K
|
110
$8.42K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
751New |
$45.9K - $47.8K
|
751
$57.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-709- 37.14% |
$43.3K - $45.2K
|
1.2K
$91.8K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
375New |
$19.9K - $23.3K
|
375
$28.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.89KNew |
$206K - $242K
|
3.89K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$2.65K - $3.1K
|
50
$3.83K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.26K+ 96.89% |
$332K - $388K
|
12.7K
$973K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98New |
$5.2K - $6.08K
|
98
$7.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
386New |
$20.5K - $24K
|
386
$29.5K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.42K- 13.27% |
$69K - $77.7K
|
9.25K
$708K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 6.91% |
$19.5K - $22K
|
5.39K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
739New |
$36K - $40.6K
|
739
$56.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-84- 1.64% |
$4.1K - $4.61K
|
5.03K
$385K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.22KNew |
$302K - $322K
|
6.22K
$476K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40New |
$1.94K - $2.07K
|
40
$3.06K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
584New |
$28.4K - $30.2K
|
584
$44.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
598New |
$29.1K - $30.9K
|
598
$45.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
74.4KNew |
$3.62M - $3.85M
|
74.4K
$5.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$55.7K - $59.3K
|
1.15K
$87.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-348- 6.53% |
$17.1K - $19.2K
|
4.98K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.2K- 30.41% |
$108K - $121K
|
5.02K
$384K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
610New |
$30K - $33.6K
|
610
$46.7K
|
|