Purchases and Sales Made in Q4 2022 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.7MNew |
$386M - $455M
|
14.7M
$448M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
203KNew |
$5.33M - $6.28M
|
203K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
51.8K+ 183.09% |
$1.36M - $1.6M
|
80.1K
$2.44M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
29.8K+ 156.9% |
$783K - $922K
|
48.8K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.8K+ 7.77% |
$704K - $830K
|
372K
$11.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
25K+ 1.94% |
$657K - $774K
|
1.31M
$40.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 8.85% |
$587K - $691K
|
275K
$8.39M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
18KNew |
$473K - $557K
|
18K
$549K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
10.7KNew |
$281K - $331K
|
10.7K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$271K - $319K
|
10.3K
$315K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10KNew |
$264K - $311K
|
10K
$307K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.73KNew |
$256K - $301K
|
9.73K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65K+ 5.19% |
$227K - $268K
|
175K
$5.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$197K - $233K
|
7.52K
$229K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.13KNew |
$187K - $221K
|
7.13K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.04K+ 14.67% |
$159K - $187K
|
47.2K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.2K+ 20.97% |
$137K - $161K
|
30K
$916K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.11KNew |
$134K - $158K
|
5.11K
$156K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.01K+ 19.83% |
$131K - $155K
|
30.2K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.89K+ 19.79% |
$128K - $151K
|
29.6K
$902K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 8.08% |
$90.8K - $107K
|
46.2K
$1.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.21K+ 4.91% |
$84.2K - $99.2K
|
68.5K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 7.24% |
$77.4K - $91.2K
|
43.7K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.81K+ 1.31% |
$73.7K - $86.8K
|
217K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 587.27% |
$42.4K - $50K
|
1.89K
$57.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41KNew |
$36.9K - $43.5K
|
1.41K
$42.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.25K+ 8.49% |
$32.8K - $38.6K
|
15.9K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
989New |
$26K - $30.6K
|
989
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
913+ 1.74% |
$24K - $28.2K
|
53.4K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
788+ 31.88% |
$20.7K - $24.4K
|
3.26K
$99.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
684New |
$18K - $21.2K
|
684
$20.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
463+ 12.47% |
$12.2K - $14.3K
|
4.18K
$127K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$9.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
282+ 2.59% |
$7.41K - $8.73K
|
11.2K
$341K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
261New |
$6.86K - $8.08K
|
261
$7.97K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
237+ 0.7% |
$6.23K - $7.33K
|
34.3K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 0.44% |
$5.12K - $6.03K
|
44.1K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58New |
$1.52K - $1.79K
|
58
$1.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
57+ 633.33% |
$1.5K - $1.76K
|
66
$2.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
53+ 0.49% |
$1.39K - $1.64K
|
10.8K
$330K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53New |
$1.39K - $1.64K
|
53
$1.62K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$946 - $1.11K
|
36
$1.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$788 - $928
|
30
$916
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 6.98% |
$158 - $186
|
92
$2.81K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.65% |
$52.5 - $61.9
|
308
$9.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.14% |
$26.3 - $30.9
|
703
$21.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.5% |
$26.3 - $30.9
|
201
$6.13K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 40.74% |
$289 - $340
|
16
$488
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13- 1.9% |
$342 - $402
|
672
$20.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 9.79% |
$1.84K - $2.17K
|
645
$19.7K
|