Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Benchmark Indl (INDS)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Indl (INDS) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR BENCHMARK INDL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
60.5K+ 26.01% |
$2.07M - $2.31M
|
293K
$10.9M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.7K+ 27.31% |
$1.59M - $1.78M
|
217K
$8.08M
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
22KNew |
$750K - $837K
|
22K
$815K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 5.78% |
$655K - $730K
|
351K
$13M
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
17.1K+ 100.0% |
$586K - $653K
|
34.3K
$1.27M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.34K+ 29.59% |
$285K - $318K
|
36.5K
$1.36M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.8KNew |
$232K - $259K
|
6.8K
$253K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.47K+ 6.62% |
$221K - $247K
|
104K
$3.87M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.29K+ 6.98% |
$113K - $125K
|
50.5K
$1.87M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.57K+ 4.3% |
$87.7K - $97.9K
|
62.2K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.04K+ 5.42% |
$69.8K - $77.8K
|
39.7K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.82K+ 14.35% |
$62K - $69.2K
|
14.5K
$537K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.7KNew |
$58.2K - $64.9K
|
1.7K
$63.2K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.28K+ 4.29% |
$43.9K - $48.9K
|
31.2K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.18K+ 14.67% |
$40.2K - $44.9K
|
9.2K
$342K
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
891+ 6.89% |
$30.4K - $34K
|
13.8K
$514K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
721+ 2.2% |
$24.6K - $27.5K
|
33.5K
$1.25M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
600New |
$20.5K - $22.9K
|
600
$22.3K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
468New |
$16K - $17.8K
|
468
$17.4K
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
423+ 3.01% |
$14.5K - $16.1K
|
14.5K
$538K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 200.0% |
$5.13K - $5.72K
|
225
$8.36K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
117New |
$4K - $4.46K
|
117
$4.35K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
92+ 0.41% |
$3.14K - $3.51K
|
22.6K
$840K
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
89+ 1.22% |
$3.04K - $3.39K
|
7.36K
$273K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
31+ 1.07% |
$1.06K - $1.18K
|
2.92K
$108K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 1.25% |
$547 - $610
|
1.3K
$48.3K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 1.69% |
$68.3 - $76.2
|
120
$4.46K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-109- 5.44% |
$3.72K - $4.15K
|
1.9K
$70.4K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120Closed |
$4.1K - $4.57K
|
0
$0
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 66.67% |
$5.13K - $5.72K
|
75
$2.79K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169- 1.4% |
$5.77K - $6.44K
|
11.9K
$443K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 80.63% |
$6.12K - $6.82K
|
43
$1.6K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 0.36% |
$7.55K - $8.42K
|
60.9K
$2.26M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$10.3K - $11.4K
|
300
$11.1K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 79.66% |
$35.1K - $39.1K
|
262
$9.73K
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.14K- 7.86% |
$38.9K - $43.4K
|
13.4K
$496K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.23K- 81.89% |
$42K - $46.9K
|
272
$10.1K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.79K- 3.08% |
$61.3K - $68.3K
|
56.5K
$2.1M
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.42K- 27.75% |
$82.5K - $92K
|
6.29K
$233K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.55K- 9.65% |
$87.2K - $97.3K
|
23.9K
$888K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.33K- 14.16% |
$114K - $127K
|
20.2K
$749K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.8K- 10.05% |
$130K - $145K
|
34K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.84K- 29.4% |
$131K - $146K
|
9.21K
$342K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.42K- 51.75% |
$219K - $244K
|
5.98K
$222K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-7.71K- 12.43% |
$263K - $294K
|
54.3K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.84K- 40.64% |
$302K - $337K
|
12.9K
$479K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 13.5% |
$402K - $448K
|
75.4K
$2.8M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.4K- 66.18% |
$560K - $625K
|
8.38K
$311K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.4K- 9.85% |
$627K - $699K
|
168K
$6.24M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.9K- 10.2% |
$815K - $909K
|
210K
$7.8M
|