Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.22KNew |
$165K - $204K
|
6.22K
$209K
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.04K+ 5.61% |
$54.1K - $66.9K
|
38.3K
$1.29M
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.54K+ 3.53% |
$40.7K - $50.4K
|
45.1K
$1.51M
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
651+ 4.77% |
$17.3K - $21.4K
|
14.3K
$480K
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
137New |
$3.63K - $4.49K
|
137
$4.59K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 400.0% |
$2.65K - $3.28K
|
125
$4.19K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
66New |
$1.75K - $2.17K
|
66
$2.21K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55New |
$1.46K - $1.8K
|
55
$1.84K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.11K - $1.38K
|
42
$1.41K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
32New |
$849 - $1.05K
|
32
$1.07K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
28New |
$743 - $919
|
28
$939
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.27% |
$133 - $164
|
400
$13.4K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.44% |
$79.6 - $98.4
|
692
$23.2K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4- 10.53% |
$106 - $131
|
34
$1.14K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 60.61% |
$2.65K - $3.28K
|
65
$2.18K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-585- 3.83% |
$15.5K - $19.2K
|
14.7K
$492K
|