Latest Institutional Transactions on Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Benchmark Data & (SRVR) 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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
134New |
$3.84K - $4.28K
|
134
$4.09K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.45% |
$143 - $160
|
1.12K
$34.1K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-367- 4.06% |
$10.5K - $11.7K
|
8.67K
$265K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.25K- 11.82% |
$151K - $168K
|
39.2K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
375New |
$10.8K - $12K
|
375
$11.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 1.75% |
$32.2K - $35.8K
|
65.1K
$1.99M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
950New |
$27.3K - $30.3K
|
950
$29K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 5.13% |
$2.87K - $3.19K
|
1.85K
$56.5K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2.53K+ 22.74% |
$72.6K - $80.8K
|
13.6K
$417K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$15.3K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.32% |
$373 - $415
|
4.1K
$125K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-728- 5.46% |
$20.9K - $23.3K
|
12.6K
$385K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 19.86% |
$454K - $505K
|
95.5K
$2.92M
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
40+ 0.11% |
$1.15K - $1.28K
|
36.3K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
316New |
$9.07K - $10.1K
|
316
$9.65K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$717 - $799
|
25
$764
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.29% |
$57.4 - $63.9
|
689
$21K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
640+ 50.31% |
$18.4K - $20.4K
|
1.91K
$58.4K
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
165New |
$4.73K - $5.27K
|
165
$5.04K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-395- 2.52% |
$11.3K - $12.6K
|
15.3K
$466K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.02% |
$115 - $128
|
395
$12.1K
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
43.5KNew |
$1.25M - $1.39M
|
43.5K
$1.33M
|
|
Q4 2024 | |||||||
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$29.3 - $32.6
|
69.1K
$2.11M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.8K- 15.75% |
$756K - $840K
|
138K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.05KNew |
$89.4K - $99.4K
|
3.05K
$93.1K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.55KNew |
$251K - $279K
|
8.55K
$261K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.85K+ 0.69% |
$83.7K - $93K
|
416K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16+ 0.15% |
$469 - $522
|
10.8K
$331K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-133K- 3.88% |
$3.89M - $4.32M
|
3.28M
$100M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 49.59% |
$659K - $732K
|
67.7K
$2.07M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.3K- 32.21% |
$741K - $824K
|
53.2K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.4KNew |
$510K - $567K
|
17.4K
$531K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
68New |
$2K - $2.22K
|
68
$2.08K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.6K- 51.07% |
$1.01M - $1.13M
|
33.1K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 103.08% |
$296K - $329K
|
19.9K
$607K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-27- 7.5% |
$792 - $880
|
333
$10.2K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.9% |
$176 - $196
|
669
$20.4K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177K- 20.82% |
$5.19M - $5.77M
|
673K
$20.5M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13.6KNew |
$398K - $443K
|
13.6K
$415K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
214New |
$6.28K - $6.98K
|
214
$6.54K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.33K- 8.61% |
$68.2K - $75.8K
|
24.7K
$753K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-327- 13.0% |
$9.59K - $10.7K
|
2.19K
$66.9K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-651- 3.1% |
$19.1K - $21.2K
|
20.3K
$621K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 5.76% |
$77.4K - $86.1K
|
43.2K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3K+ 20.59% |
$566K - $630K
|
113K
$3.45M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 15.04% |
$365K - $406K
|
95.1K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-377- 0.96% |
$11.1K - $12.3K
|
39K
$1.19M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32K+ 717.71% |
$97.5K - $108K
|
3.79K
$116K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-355- 91.26% |
$10.4K - $11.6K
|
34
$1.04K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.2K- 6.04% |
$300K - $333K
|
159K
$4.85M
|