Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
129KNew |
$3.61M - $3.88M
|
129K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 87.14% |
$3.05M - $3.28M
|
234K
$7.16M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.8K+ 446.66% |
$2.5M - $2.69M
|
110K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.8K+ 104.31% |
$1.81M - $1.94M
|
127K
$3.87M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.7K+ 74.04% |
$1.33M - $1.43M
|
112K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.4K+ 67.15% |
$1.13M - $1.21M
|
101K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37K+ 59.53% |
$1.03M - $1.11M
|
99K
$3.02M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 3.65% |
$841K - $905K
|
855K
$26.1M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
23.4KNew |
$653K - $703K
|
23.4K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.7KNew |
$634K - $682K
|
22.7K
$693K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.1K+ 5.07% |
$504K - $542K
|
375K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9K+ 33.68% |
$444K - $478K
|
63.2K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
15.8K+ 12.88% |
$442K - $475K
|
139K
$4.23M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15.7K+ 125.58% |
$438K - $471K
|
28.2K
$860K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 21.8% |
$331K - $356K
|
66.3K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.47K+ 29.14% |
$208K - $224K
|
33.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.03KNew |
$196K - $211K
|
7.03K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$196K - $211K
|
7.02K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1987.29% |
$131K - $141K
|
4.93K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.16K+ 10.29% |
$116K - $125K
|
44.5K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.84K+ 5.68% |
$107K - $115K
|
71.6K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.83K+ 20.48% |
$107K - $115K
|
22.5K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 1813.3% |
$103K - $110K
|
3.88K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.94K+ 7.71% |
$81.9K - $88.1K
|
41K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12K+ 19.06% |
$59.1K - $63.6K
|
13.2K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.29K+ 0.84% |
$35.9K - $38.6K
|
153K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 4.5% |
$31.9K - $34.3K
|
26.5K
$810K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
950+ 9.71% |
$26.5K - $28.5K
|
10.7K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
831+ 10.39% |
$23.2K - $24.9K
|
8.83K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
794New |
$22.2K - $23.8K
|
794
$24.2K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
769+ 1.45% |
$21.5K - $23.1K
|
53.8K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
511+ 0.4% |
$14.3K - $15.3K
|
128K
$3.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
483+ 3.93% |
$13.5K - $14.5K
|
12.8K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
411+ 1.1% |
$11.5K - $12.3K
|
37.8K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
348+ 3.27% |
$9.71K - $10.4K
|
11K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
328+ 32800.0% |
$9.15K - $9.84K
|
329
$10K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
265New |
$7.39K - $7.95K
|
265
$8.09K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
208+ 5.44% |
$5.8K - $6.24K
|
4.03K
$123K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
169+ 325.0% |
$4.72K - $5.07K
|
221
$6.74K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 12.87% |
$3.38K - $3.63K
|
1.06K
$32.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 29.41% |
$2.23K - $2.4K
|
352
$10.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 40.88% |
$2.06K - $2.22K
|
255
$7.78K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 730.0% |
$2.04K - $2.19K
|
83
$2.53K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 1.02% |
$1.84K - $1.98K
|
6.54K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61New |
$1.7K - $1.83K
|
61
$1.86K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 6.18% |
$1.14K - $1.23K
|
704
$21.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$837 - $900
|
30
$916
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 123.81% |
$725 - $780
|
47
$1.43K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 18.75% |
$502 - $540
|
114
$3.48K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17New |
$474 - $510
|
17
$519
|