Latest Institutional Purchases of Pacer Fds Tr Wealthshield ETF (PWS)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Wealthshield ETF (PWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
169K+ 1010.05% |
$4.89M - $5.19M
|
185K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105KNew |
$3.04M - $3.22M
|
105K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.86KNew |
$112K - $119K
|
3.86K
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.41K+ 35.96% |
$98.8K - $105K
|
12.9K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.65K+ 18.11% |
$76.9K - $81.6K
|
17.3K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 7.83% |
$46.8K - $49.6K
|
22.2K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
53New |
$1.54K - $1.63K
|
53
$1.65K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25+ 0.18% |
$726 - $770
|
14.2K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$404K - $432K
|
13.4K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79+ 0.85% |
$2.38K - $2.54K
|
9.37K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.1 - $32.2
|
1
$31.2
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13New |
$387 - $414
|
13
$405
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$190K - $217K
|
6.62K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$3.1K - $3.34K
|
113
$3.52K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
617+ 5.23% |
$16.3K - $18.3K
|
12.4K
$387K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 3.66% |
$27.6K - $29.5K
|
30.5K
$952K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22New |
$586 - $640
|
22
$686
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
27.5K+ 270.24% |
$781K - $807K
|
37.6K
$1.17M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.5KNew |
$355K - $368K
|
12.5K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11KNew |
$88.3K - $91.3K
|
3.11K
$96.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160New |
$4.55K - $4.7K
|
160
$4.99K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12KNew |
$352K - $388K
|
12K
$376K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
N/A
|
150
$4.68K
|
|