Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2025. 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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 32.15% |
$2.87K - $3.19K
|
211
$6.62K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 5.13% |
$2.87K - $3.19K
|
1.85K
$58K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 2.01% |
$3.16K - $3.51K
|
5.35K
$168K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-303- 39.45% |
$8.69K - $9.68K
|
465
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-309- 2.85% |
$8.87K - $9.87K
|
10.6K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 5.37% |
$8.89K - $9.9K
|
5.46K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-312Closed |
$8.95K - $9.97K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-367- 4.06% |
$10.5K - $11.7K
|
8.67K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-395- 2.52% |
$11.3K - $12.6K
|
15.3K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-604- 5.65% |
$17.3K - $19.3K
|
10.1K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-622- 0.82% |
$17.8K - $19.9K
|
75K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-654- 6.03% |
$18.8K - $20.9K
|
10.2K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-728- 5.46% |
$20.9K - $23.3K
|
12.6K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 10.41% |
$39K - $43.4K
|
11.7K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.59K- 16.03% |
$45.6K - $50.7K
|
8.32K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.95K- 9.71% |
$56K - $62.3K
|
18.2K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 4.55% |
$56.4K - $62.8K
|
41.2K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 9.96% |
$58.2K - $64.8K
|
18.4K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.37K- 11.93% |
$68.1K - $75.8K
|
17.5K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.31K- 3.48% |
$95K - $106K
|
91.8K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.77K- 99.66% |
$108K - $121K
|
13
$408
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.55K- 22.39% |
$131K - $145K
|
15.8K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.56K- 2.63% |
$131K - $146K
|
169K
$5.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.25K- 11.82% |
$151K - $168K
|
39.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-5.32K- 39.14% |
$152K - $170K
|
8.26K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-13.8K- 8.67% |
$395K - $440K
|
145K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.4K- 77.65% |
$469K - $522K
|
4.71K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20K- 28.91% |
$573K - $638K
|
49.1K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.5% |
$675K - $751K
|
649K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.7K- 1.85% |
$681K - $758K
|
1.26M
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-368K- 11.22% |
$10.6M - $11.8M
|
2.91M
$91.4M
|