Free Trial

Pacer Trendpilot 100 ETF (PTNQ) Institutional Ownership

→ Guard Against the Coming Financial Upheaval (From Porter & Company) (Ad)
Free PTNQ Stock Alerts
$69.49
-0.03 (-0.04%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipRatingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot 100 ETF (NASDAQ:PTNQ)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$111.99M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$54.74M
Get PTNQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Trendpilot 100 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PTNQ Institutional Buying and Selling by Quarter

Pacer Trendpilot 100 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 XML Financial LLC12,327$847K0.1%+2.3%0.070%
5/16/2024 B. Riley Wealth Advisors Inc.21,480$1.48M0.0%+84.8%0.122%
5/14/2024 Axxcess Wealth Management LLC11,043$758K0.0%-12.5%0.063%
5/14/2024 CreativeOne Wealth LLC12,361$849K0.0%+1.3%0.070%
5/14/2024 Burns Matteson Capital Management LLC10,012$688K0.4%+198.0%0.057%
5/10/2024 Osaic Holdings Inc.436,485$29.98M0.1%-9.5%2.480%
5/9/2024 JBR Co Financial Management Inc27,280$1.87M1.5%-3.5%0.155%
5/8/2024 Avantax Advisory Services Inc.131,574$9.04M0.1%+12.7%0.748%
5/7/2024 American Planning Services Inc.4,317$296K0.2%-11.2%0.025%
5/7/2024 Concurrent Investment Advisors LLC28,528$1.96M0.1%+1.7%0.162%
5/7/2024 Oppenheimer & Co. Inc.16,031$1.10M0.0%+4.8%0.091%
5/7/2024 PFG Advisors24,801$1.70M0.1%-13.7%0.141%
5/4/2024 Geneos Wealth Management Inc.116,210$7.98M0.4%+18.4%0.660%
5/2/2024 Magnolia Capital Advisors LLC25,757$1.71M1.4%-0.7%0.147%
5/1/2024 Janney Montgomery Scott LLC18,601$1.28M0.0%+22.7%0.106%
5/1/2024 Concourse Financial Group Securities Inc.400$27K0.0%N/A0.002%
5/1/2024 Stegent Equity Advisors Inc.19,833$1.36M1.4%+34.7%0.113%
4/30/2024 Private Advisor Group LLC47,639$3.27M0.0%+2.0%0.272%
4/30/2024 Arkadios Wealth Advisors14,932$1.03M0.1%+1.4%0.085%
4/29/2024Commonwealth Equity Services LLC200,350$13.76M0.0%+10.7%1.145%
4/29/2024 PBMares Wealth Management LLC3,292$226K0.1%N/A0.019%
4/26/2024 Schmidt P J Investment Management Inc.3,896$268K0.1%N/A0.022%
4/26/2024 Clear Creek Financial Management LLC11,922$819K0.1%-43.4%0.068%
4/26/2024 MONECO Advisors LLC48,085$3.30M0.5%+34.3%0.275%
4/25/2024 Cambridge Investment Research Advisors Inc.319,729$21.96M0.1%+5.4%1.827%
4/24/2024 PSI Advisors LLC683$47K0.0%+114.1%0.004%
4/23/2024 Milestone Asset Management LLC3,868$266K0.1%N/A0.022%
4/23/2024 Clarus Group Inc.76,181$5.23M3.7%-0.8%0.435%
4/23/2024 Raymond James Financial Services Advisors Inc.460,802$31.65M0.0%-1.8%2.633%
4/22/2024 Confluence Wealth Services Inc.3,095$213K0.0%N/A0.018%
4/22/2024 Raymond James & Associates296,549$20.37M0.0%+2.5%1.695%
4/19/2024 New Century Financial Group LLC16,624$1.14M0.8%+146.9%0.095%
4/19/2024 Advisor Resource Council18,287$1.26M0.5%+41.4%0.104%
4/16/2024 Calton & Associates Inc.34,193$2.35M1.1%-19.2%0.195%
4/16/2024 Register Financial Advisors LLC855$59K0.0%N/A0.005%
4/16/2024 Capital Asset Advisory Services LLC11,043$755K0.0%-12.5%0.063%
4/16/2024 Wealth Enhancement Advisory Services LLC61,474$4.22M0.0%-11.7%0.351%
4/15/2024 Sovereign Financial Group Inc.8,839$607K0.2%+83.7%0.051%
4/15/2024 Brookstone Capital Management7,961$547K0.0%+23.9%0.045%
4/12/2024 Southland Equity Partners LLC13,358$917K0.3%-2.1%0.077%
Guard Against the Coming Financial Upheaval (Ad)

America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
4/11/2024 International Assets Investment Management LLC3,792$261K0.0%-97.5%0.022%
4/11/2024 &PARTNERS13,818$949K0.1%N/A0.079%
4/10/2024 EWG Elevate Inc.4,936$339K0.1%N/A0.028%
3/15/2024 B. Riley Wealth Advisors Inc.11,624$771K0.0%-45.9%0.068%
3/13/2024 MONECO Advisors LLC35,814$2.34M0.4%+4.5%0.209%
2/28/2024 EP Wealth Advisors LLC1,550$101K0.0%N/A0.009%
2/14/2024 XML Financial LLC12,049$787K0.1%-18.7%0.070%
2/13/2024 Stephens Inc. AR91,573$5.98M0.1%+1.2%0.534%
2/12/2024 Stifel Financial Corp346,801$22.66M0.0%+1.6%2.022%
2/12/2024 Steward Partners Investment Advisory LLC75,171$4.91M0.1%+19.5%0.438%
2/9/2024 Cambridge Investment Research Advisors Inc.303,260$19.81M0.1%-6.7%1.768%
2/9/2024 EverSource Wealth Advisors LLC1,640$107K0.0%N/A0.010%
2/9/2024 UBS Group AG275,120$17.97M0.0%-4.6%1.604%
2/8/2024 Level Four Advisory Services LLC102,211$6.68M0.4%-4.3%0.596%
2/8/2024 Financial Advocates Investment Management57,276$3.74M0.2%+9.0%0.334%
2/8/2024 New Century Financial Group LLC6,732$440K0.4%N/A0.039%
2/8/2024 First Heartland Consultants Inc.4,037$264K0.0%-11.1%0.024%
2/8/2024 Janney Montgomery Scott LLC15,154$990K0.0%+24.0%0.088%
2/7/2024 Avantax Advisory Services Inc.116,700$7.62M0.1%+629.7%0.680%
2/7/2024 One Capital Management LLC30,108$1.97M0.1%N/A0.176%
2/7/2024 Calton & Associates Inc.42,319$2.77M1.1%+384.6%0.247%
2/7/2024 American Planning Services Inc.4,862$318K0.2%-58.9%0.028%
2/6/2024 Sovereign Financial Group Inc.4,811$314K0.1%N/A0.028%
2/6/2024 Lincoln National Corp15,065$984K0.0%+12.0%0.088%
2/6/2024 Private Advisor Group LLC46,697$3.05M0.0%+0.9%0.272%
2/6/2024 Axxcess Wealth Management LLC12,616$824K0.0%+2.5%0.074%
2/6/2024 Benjamin F. Edwards & Company Inc.4,099$268K0.0%-29.5%0.024%
2/5/2024 Oder Investment Management LLC10,880$711K0.7%-2.2%0.063%
2/5/2024 MONECO Advisors LLC35,814$2.34M0.4%+4.5%0.209%
2/5/2024 Stegent Equity Advisors Inc.14,725$962K1.1%N/A0.086%
2/5/2024 Kestra Private Wealth Services LLC25,097$1.64M0.0%+63.5%0.146%
2/5/2024 Silver Oak Securities Incorporated3,138$205K0.0%N/A0.018%
2/2/2024 ODonnell Financial Services LLC178,897$11.69M5.9%N/A1.043%
2/2/2024 Truist Financial Corp95,074$6.21M0.0%-0.6%0.554%
2/2/2024 Atria Wealth Solutions Inc.83,014$5.48M0.1%+1.2%0.484%
2/2/2024 Magnolia Capital Advisors LLC25,941$1.73M1.3%-3.1%0.151%
2/1/2024 Gimbal Financial24,096$1.57M1.6%N/A0.141%
2/1/2024 Sigma Planning Corp5,951$389K0.0%-56.2%0.035%
2/1/2024 CWM LLC31,616$2.07M0.0%-1.7%0.185%
1/31/2024 J.W. Cole Advisors Inc.8,499$555K0.0%+2.4%0.050%
1/31/2024 Western Wealth Management LLC41,877$2.74M0.2%-0.5%0.246%
1/29/2024 Clarus Group Inc.76,801$5.02M3.8%+4.4%0.450%
1/26/2024 Geneos Wealth Management Inc.98,175$6.41M0.3%+0.6%0.579%
1/25/2024 International Assets Investment Management LLC150,726$9.85M0.0%N/A0.889%
1/24/2024 Legacy Trust6,683$437K0.1%+45.8%0.039%
1/24/2024 Arkadios Wealth Advisors14,724$962K0.1%-1.1%0.087%
1/24/2024 International Assets Investment Management LLC150,726$9.85M0.0%N/A0.889%
1/24/2024 Tempus Wealth Planning LLC6,126$400K0.2%+9.9%0.036%
1/24/2024 Private Trust Co. NA7,048$460K0.1%+222.0%0.042%
1/24/2024 Clear Creek Financial Management LLC21,082$1.38M0.2%-25.2%0.124%
Guard Against the Coming Financial Upheaval (Ad)

America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
1/22/2024 Financial Management Network Inc.8,890$572K0.2%N/A0.052%
1/22/2024 Zimmermann Investment Management & Planning LLC90,204$5.89M2.4%+39.4%0.532%
1/19/2024 PFG Advisors28,722$1.88M0.2%+61.2%0.169%
1/16/2024 Pacer Advisors Inc.159,072$10.39M0.0%-5.4%0.938%
1/16/2024 Raymond James Financial Services Advisors Inc.469,257$30.66M0.0%-12.8%2.768%
1/16/2024 Raymond James & Associates289,208$18.89M0.0%-2.2%1.706%
1/12/2024 GPS Wealth Strategies Group LLC7,874$514K0.1%-5.6%0.046%
1/12/2024 Burns Matteson Capital Management LLC3,360$220K0.1%N/A0.020%
1/12/2024 Advisor Resource Council12,934$845K0.1%-22.8%0.076%
1/11/2024 Brookstone Capital Management6,423$420K0.0%+50.1%0.038%
(Data available from 1/1/2016 forward)

PTNQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTNQ shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Pacer Trendpilot 100 ETF. The most heavily invested institutionals were LPL Financial LLC ($58.77M), Bank of America Corp DE ($53.19M), Wells Fargo & Company MN ($34.65M), Raymond James Financial Services Advisors Inc. ($31.65M), Osaic Holdings Inc. ($29.98M), Stifel Financial Corp ($22.66M), and Cambridge Investment Research Advisors Inc. ($21.96M).Learn more on PTNQ's institutional investors.

Which institutional investors have been buying Pacer Trendpilot 100 ETF stock?

Of the 95 institutional investors that purchased Pacer Trendpilot 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($301.45K), LPL Financial LLC ($256.85K), ODonnell Financial Services LLC ($178.90K), Osaic Holdings Inc. ($153.81K), Avantax Advisory Services Inc. ($119.27K), Janney Montgomery Scott LLC ($118.30K), and Zimmermann Investment Management & Planning LLC ($90.20K).

How much institutional buying is happening at Pacer Trendpilot 100 ETF?

Institutional investors have bought a total of 2,522,712 shares in the last 24 months. This purchase volume represents approximately $151.81M in transactions.

Which Pacer Trendpilot 100 ETF major shareholders have been selling company stock?

Of the 56 institutional investors that sold Pacer Trendpilot 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Planning Services Inc. ($156.18K), Raymond James Financial Services Advisors Inc. ($153.86K), International Assets Investment Management LLC ($146.93K), Janney Montgomery Scott LLC ($115.64K), Truist Financial Corp ($95.11K), Cetera Advisor Networks LLC ($72.25K), and Pacer Advisors Inc. ($69.89K).

How much institutional selling is happening at Pacer Trendpilot 100 ETF?

Institutional investors have sold a total of 1,313,331 shares in the last 24 months. This volume of shares sold represents approximately $79.35M in transactions.


Related Companies:
This page (NASDAQ:PTNQ) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Urgent Nvidia Warning
Altimetry
Next President (Not Trump. Not Biden.)
The Freeport Society
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Most important medical advance in 100 years
The Oxford Club
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
What’s Really Next for America…
Porter & Company