Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Cfra Stovall Eql (SZNE)
This table provides information about the institutional ownership of Pacer Fds Tr Cfra Stovall Eql (SZNE) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR CFRA-STOVALL EQL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.5KNew |
$1.11M - $1.25M
|
32.5K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.73K+ 77.41% |
$265K - $297K
|
17.7K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 112.65% |
$162K - $182K
|
8.94K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.09K+ 12.09% |
$140K - $157K
|
37.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504New |
$17.2K - $19.4K
|
504
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-5- 0.04% |
$171 - $192
|
11.7K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7- 1.68% |
$239 - $269
|
409
$14K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-89- 50.0% |
$3.04K - $3.42K
|
89
$3.06K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-287- 61.72% |
$9.82K - $11K
|
178
$6.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.26% |
$86.6K - $97.3K
|
56.8K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.86K- 29.61% |
$166K - $187K
|
11.5K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.08K- 4.79% |
$174K - $195K
|
101K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.2K- 21.2% |
$624K - $702K
|
67.8K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89K- 94.16% |
$3.05M - $3.43M
|
5.52K
$190K
|