Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Benchmark Indl (INDS)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Indl (INDS) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78.3K+ 50.71% |
$2.71M - $3.36M
|
233K
$8.6M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
62KNew |
$2.15M - $2.66M
|
62K
$2.29M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
25.1K+ 16.31% |
$870K - $1.08M
|
179K
$6.61M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.8KNew |
$858K - $1.06M
|
24.8K
$915K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13KNew |
$452K - $560K
|
13K
$482K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12.7KNew |
$439K - $543K
|
12.7K
$468K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.22K+ 75.87% |
$181K - $224K
|
12.1K
$447K
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.37K+ 10.76% |
$47.3K - $58.7K
|
14.1K
$520K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
920New |
$31.9K - $39.5K
|
920
$34K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
610+ 8.23% |
$21.1K - $26.2K
|
8.02K
$297K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
444+ 5.38% |
$15.4K - $19.1K
|
8.7K
$322K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.93K - $8.59K
|
200
$7.39K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
176+ 0.79% |
$6.1K - $7.56K
|
22.5K
$832K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
118New |
$4.09K - $5.07K
|
118
$4.36K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
75New |
$2.6K - $3.22K
|
75
$2.77K
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
59+ 0.82% |
$2.04K - $2.53K
|
7.27K
$269K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$693 - $859
|
20
$739
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-56- 1.9% |
$1.94K - $2.41K
|
2.89K
$107K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 5.61% |
$67.6K - $83.7K
|
32.8K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.81K- 20.47% |
$236K - $292K
|
26.5K
$978K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-11.5K- 16.14% |
$398K - $493K
|
59.7K
$2.2M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17.1K- 50.0% |
$594K - $736K
|
17.1K
$633K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-166K- 94.86% |
$5.76M - $7.13M
|
9.01K
$333K
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-287K- 97.64% |
$9.96M - $12.3M
|
6.95K
$257K
|