Latest Institutional Transactions on Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Wealthshield ETF (PWS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$190K - $217K
|
6.62K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57+ 0.13% |
$1.63K - $1.87K
|
45K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 62.14% |
$725K - $830K
|
15.4K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-290- 7.74% |
$8.31K - $9.52K
|
3.46K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.55K- 26.41% |
$73.1K - $83.7K
|
7.11K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 99.1% |
$63K - $72.1K
|
20
$611
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.16% |
$430 - $492
|
9.25K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 0.63% |
$1.26K - $1.44K
|
7.01K
$214K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.1K- 57.25% |
$548K - $627K
|
14.3K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.7K+ 96.6% |
$392K - $448K
|
27.8K
$849K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
628+ 4.36% |
$18K - $20.6K
|
15K
$459K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.5K- 34.18% |
$646K - $739K
|
43.4K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
20.7KNew |
$593K - $679K
|
20.7K
$632K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$3.1K - $3.34K
|
113
$3.45K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.4KNew |
$833K - $899K
|
30.4K
$929K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-500- 4.68% |
$13.7K - $14.8K
|
10.2K
$311K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
617+ 5.23% |
$16.3K - $18.3K
|
12.4K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 98.83% |
$343K - $385K
|
154
$4.7K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$230 - $246
|
9
$275
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-32.7K- 76.3% |
$836K - $893K
|
10.1K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.39K- 13.2% |
$35.6K - $38K
|
9.14K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 3.66% |
$27.6K - $29.5K
|
30.5K
$932K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.1 - $28.5
|
1
$30.5
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.9K- 19.37% |
$48.9K - $52.2K
|
7.93K
$242K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22New |
$586 - $640
|
22
$672
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.5KNew |
$355K - $368K
|
12.5K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160New |
$4.55K - $4.7K
|
160
$4.88K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11KNew |
$88.3K - $91.3K
|
3.11K
$94.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
27.5K+ 270.24% |
$781K - $807K
|
37.6K
$1.15M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-76- 46.63% |
$2.2K - $2.38K
|
87
$2.66K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-274- 3.38% |
$7.94K - $8.58K
|
7.84K
$239K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-6.73K- 34.99% |
$195K - $211K
|
12.5K
$382K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 54.63% |
$530K - $584K
|
15.1K
$460K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12KNew |
$352K - $388K
|
12K
$368K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-7.78KClosed |
$227K - $251K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-384KClosed |
$11.4M - $12.8M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-578Closed |
$17.1K - $19.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.3KClosed |
$1.44M - $1.58M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-741Closed |
$23.5K - $25.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.9KClosed |
$344K - $378K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-9.25KClosed |
$219K - $248K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14KClosed |
$299K - $352K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-26.4KClosed |
$563K - $663K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-60.1KClosed |
$1.28M - $1.51M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18KClosed |
$397K - $416K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-107KClosed |
$2.36M - $2.48M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.6KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
N/A
|
150
$4.58K
|
|