Latest Institutional Transactions on Pacer Fds Tr Trendpilot Fd Fds (TRND)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Trendpilot Fd Fds (TRND) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.44K- 36.81% |
$291K - $317K
|
16.2K
$545K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-305- 95.61% |
$9.42K - $10.2K
|
14
$471
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11- 0.01% |
$340 - $369
|
162K
$5.44M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08K+ 4.19% |
$33.3K - $36.3K
|
26.9K
$904K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-144- 1.22% |
$4.45K - $4.84K
|
11.7K
$394K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$332K - $361K
|
10.7K
$361K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 31.01% |
$381K - $414K
|
52.1K
$1.75M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
357+ 3.25% |
$11K - $12K
|
11.4K
$382K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
425+ 0.95% |
$13.1K - $14.3K
|
45.1K
$1.52M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.16K- 11.24% |
$190K - $207K
|
48.6K
$1.64M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-15K- 67.6% |
$463K - $504K
|
7.19K
$242K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.16K+ 4650.0% |
$221K - $241K
|
7.32K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 0.25% |
$40.7K - $44.3K
|
528K
$17.8M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.17KNew |
$221K - $241K
|
7.17K
$241K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.9K+ 226.58% |
$57.3K - $60.8K
|
2.74K
$92.1K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 5.25% |
$16K - $17K
|
9.57K
$322K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135New |
$4.07K - $4.32K
|
135
$4.54K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
313+ 4.2% |
$9.44K - $10K
|
7.77K
$261K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 8.3% |
$3.02K - $3.2K
|
1.11K
$37.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-652- 3.28% |
$19.7K - $20.9K
|
19.2K
$646K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 36.36% |
$11.7K - $12.6K
|
1.5K
$50.4K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.75K- 40.76% |
$226K - $245K
|
11.3K
$379K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.36K- 6.98% |
$39.6K - $42.9K
|
18.1K
$610K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-202- 2.35% |
$5.89K - $6.38K
|
8.39K
$282K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
261+ 2.98% |
$7.61K - $8.24K
|
9.03K
$304K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.58KNew |
$208K - $232K
|
7.58K
$255K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.88K- 25.19% |
$109K - $115K
|
11.5K
$387K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.6KNew |
$522K - $554K
|
18.6K
$626K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$302K - $320K
|
10.7K
$361K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.24K- 15.69% |
$175K - $186K
|
33.5K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32+ 5.75% |
$899 - $953
|
589
$19.8K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.61K- 47.43% |
$224K - $242K
|
9.54K
$321K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.99K- 93.43% |
$77.8K - $84.1K
|
210
$7.06K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25+ 2.08% |
$648 - $685
|
1.23K
$41.3K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
791+ 3.52% |
$20.5K - $21.7K
|
23.3K
$782K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.7KClosed |
$1.75M - $1.86M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.36K - $1.44K
|
50
$1.68K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
6.02KNew |
$163K - $173K
|
6.02K
$203K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.02K- 20.76% |
$54.7K - $58K
|
7.7K
$259K
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250Closed |
$7.52K - $7.94K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.73KClosed |
$291K - $304K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$732 - $761
|
25
$841
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.98K+ 81.87% |
$233K - $246K
|
22.2K
$745K
|