Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69.1KNew |
$2.03M - $2.25M
|
69.1K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.61K+ 16.93% |
$47.2K - $52.5K
|
11.1K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$8.86K - $9.85K
|
302
$9.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
207+ 26.44% |
$6.07K - $6.75K
|
990
$29.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$5.87K - $6.52K
|
200
$5.98K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 0.72% |
$2.58K - $2.87K
|
12.3K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 1.74% |
$2.05K - $2.28K
|
4.08K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
42New |
$1.23K - $1.37K
|
42
$1.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13New |
$381 - $424
|
13
$389
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$323 - $359
|
11
$329
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 35.0% |
$205 - $228
|
27
$807
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
6New |
$176 - $196
|
6
$179
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 2.25% |
$147 - $163
|
227
$6.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.41% |
$147 - $163
|
1.22K
$36.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.44% |
$88 - $97.8
|
687
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.35% |
$29.3 - $32.6
|
286
$8.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 8.63% |
$704 - $783
|
254
$7.59K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-97- 0.72% |
$2.85K - $3.16K
|
13.3K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 8.48% |
$4.08K - $4.53K
|
1.5K
$44.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-152- 12.03% |
$4.46K - $4.96K
|
1.11K
$33.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-183- 3.07% |
$5.37K - $5.97K
|
5.77K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-209- 40.19% |
$6.13K - $6.82K
|
311
$9.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-395- 4.19% |
$11.6K - $12.9K
|
9.04K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.18K- 3.95% |
$34.6K - $38.4K
|
28.6K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.23K- 1.87% |
$36.1K - $40.1K
|
64.7K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.71K- 11.79% |
$138K - $154K
|
35.3K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12K- 3.27% |
$351K - $390K
|
354K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-22.7K- 50.0% |
$666K - $741K
|
22.7K
$679K
|