Purchases and Sales Made in Q1 2022 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2022. The information is specifically focused on institutions that hold shares of PACER FDS TR BENCHMARK DATA & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
360K+ 19.96% |
$12.6M - $15.4M
|
2.16M
$66.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
351K+ 2.65% |
$12.3M - $15M
|
13.6M
$415M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
75.1K+ 22.81% |
$2.63M - $3.22M
|
404K
$12.3M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
70.5KNew |
$2.47M - $3.02M
|
70.5K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55K+ 7.35% |
$1.93M - $2.36M
|
804K
$24.5M
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
37.3K+ 177.27% |
$1.31M - $1.6M
|
58.4K
$1.78M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25.5K+ 8.84% |
$895K - $1.09M
|
314K
$9.59M
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
24.5K+ 12.32% |
$858K - $1.05M
|
223K
$6.81M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$761K - $930K
|
21.7K
$662K
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.6KNew |
$722K - $882K
|
20.6K
$628K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
19KNew |
$666K - $814K
|
19K
$580K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$555K - $678K
|
15.8K
$483K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
15.8KNew |
$553K - $675K
|
15.8K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.5K+ 90.89% |
$544K - $665K
|
32.6K
$995K
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.3KNew |
$535K - $654K
|
15.3K
$466K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15K+ 12.72% |
$526K - $642K
|
133K
$4.05M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.5KNew |
$438K - $535K
|
12.5K
$381K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$353K - $431K
|
10.1K
$307K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.14K+ 12.59% |
$321K - $392K
|
81.8K
$2.5M
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.67KNew |
$304K - $371K
|
8.67K
$264K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
8.21K+ 10.56% |
$288K - $352K
|
85.9K
$2.62M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.71K+ 46.74% |
$271K - $331K
|
24.2K
$739K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.08K+ 16.28% |
$248K - $303K
|
50.6K
$1.54M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.68KNew |
$234K - $286K
|
6.68K
$204K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.26K+ 8.62% |
$220K - $268K
|
78.9K
$2.41M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.25K+ 15.68% |
$219K - $268K
|
46.1K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.06KNew |
$213K - $260K
|
6.06K
$185K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.63K+ 9.54% |
$197K - $241K
|
64.6K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.33K+ 29.88% |
$187K - $229K
|
23.2K
$708K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11K+ 32.33% |
$179K - $219K
|
20.9K
$638K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 15.89% |
$162K - $198K
|
33.7K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.37K+ 6.56% |
$153K - $187K
|
71K
$2.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.04K+ 14.16% |
$107K - $130K
|
24.5K
$749K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3KNew |
$105K - $129K
|
3K
$91.6K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 2.65% |
$103K - $126K
|
114K
$3.48M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.79K+ 0.47% |
$98K - $120K
|
601K
$18.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.58K+ 48.41% |
$90.5K - $111K
|
7.91K
$241K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38K+ 24.97% |
$83.4K - $102K
|
11.9K
$363K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09KNew |
$73.3K - $89.6K
|
2.09K
$63.8K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.09K+ 16.14% |
$73.1K - $89.3K
|
15K
$458K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 353.69% |
$72.3K - $88.4K
|
2.65K
$80.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 25.0% |
$70.2K - $85.7K
|
10K
$305K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.71K+ 17.49% |
$60K - $73.3K
|
11.5K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5KNew |
$52.6K - $64.3K
|
1.5K
$45.8K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 77.91% |
$42.6K - $52K
|
2.77K
$84.5K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 1.64% |
$37K - $45.2K
|
65.6K
$2M
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
964+ 6.39% |
$33.8K - $41.3K
|
16.1K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
758+ 8.03% |
$26.6K - $32.5K
|
10.2K
$311K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
698New |
$24.5K - $29.9K
|
698
$21.3K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
684New |
$24K - $29.3K
|
684
$20.9K
|