Purchases and Sales Made in Q2 2023 in Pacer Fds Tr Benchmark Indl (INDS)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Indl (INDS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
365KNew |
$13.8M - $15M
|
365K
$14.1M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 1388.7% |
$6.26M - $6.84M
|
178K
$6.85M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
153K+ 671.89% |
$5.77M - $6.3M
|
176K
$6.76M
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
146KNew |
$5.52M - $6.03M
|
146K
$5.63M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65.8K+ 320.68% |
$2.48M - $2.71M
|
86.3K
$3.32M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
62.6KNew |
$2.36M - $2.58M
|
62.6K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.5K+ 27.29% |
$1.26M - $1.38M
|
156K
$6.01M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.5K+ 13.16% |
$1.07M - $1.17M
|
245K
$9.43M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.6KNew |
$703K - $769K
|
18.6K
$718K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 8.64% |
$512K - $560K
|
171K
$6.58M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.5K+ 100.91% |
$509K - $556K
|
26.9K
$1.03M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9.03KNew |
$341K - $372K
|
9.03K
$348K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.75KNew |
$292K - $320K
|
7.75K
$299K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.56K+ 95.25% |
$285K - $312K
|
15.5K
$597K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7KNew |
$264K - $289K
|
7K
$270K
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6.91KNew |
$261K - $285K
|
6.91K
$266K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.3K+ 3.5% |
$238K - $260K
|
187K
$7.18M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.04KNew |
$228K - $249K
|
6.04K
$233K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.38K+ 50.76% |
$165K - $181K
|
13K
$501K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.37K+ 72.72% |
$165K - $180K
|
10.4K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.25K+ 7.5% |
$160K - $175K
|
60.9K
$2.35M
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.97K+ 15.18% |
$112K - $122K
|
22.5K
$867K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.9KNew |
$109K - $120K
|
2.9K
$112K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 13.49% |
$95.9K - $105K
|
21.4K
$824K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.23K+ 22.7% |
$84.1K - $91.9K
|
12K
$464K
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.79K+ 3.2% |
$67.5K - $73.8K
|
57.7K
$2.22M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.56K+ 11.53% |
$58.9K - $64.4K
|
15.1K
$582K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.09KNew |
$41.2K - $45.1K
|
1.09K
$42.1K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
859+ 63.63% |
$32.4K - $35.4K
|
2.21K
$85.1K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
611+ 6.62% |
$23.1K - $25.2K
|
9.84K
$379K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
575New |
$21.7K - $23.7K
|
575
$22.1K
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
150+ 2.1% |
$5.66K - $6.19K
|
7.3K
$281K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
61+ 0.46% |
$2.3K - $2.52K
|
13.4K
$517K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
57+ 190.0% |
$2.15K - $2.35K
|
87
$3.35K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$1.47K - $1.61K
|
39
$1.5K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29+ 0.46% |
$1.09K - $1.2K
|
6.29K
$242K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
14+ 0.04% |
$528 - $577
|
34.5K
$1.33M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 12.5% |
$151 - $165
|
36
$1.39K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 12.5% |
$151 - $165
|
36
$1.39K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.07% |
$37.7 - $41.2
|
1.41K
$54.4K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 2.22% |
$37.7 - $41.2
|
46
$1.77K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.02% |
$113 - $124
|
12.5K
$481K
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4- 0.04% |
$151 - $165
|
9.93K
$382K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-56- 2.22% |
$2.11K - $2.31K
|
2.47K
$95K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62- 16.53% |
$2.34K - $2.56K
|
313
$12.1K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-189- 0.41% |
$7.13K - $7.79K
|
45.6K
$1.76M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 56.18% |
$7.55K - $8.25K
|
156
$6.01K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-273- 2.93% |
$10.3K - $11.3K
|
9.04K
$348K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-396- 1.9% |
$14.9K - $16.3K
|
20.4K
$786K
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-759- 2.16% |
$28.6K - $31.3K
|
34.4K
$1.33M
|