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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.19% |
$1.25K - $1.36K
|
3.98K
$128K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.75% |
$26 - $28.3
|
135
$4.33K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.41K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.65K- 94.38% |
$121K - $132K
|
277
$8.88K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.28K- 84.35% |
$85K - $92.8K
|
608
$19.5K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41- 5.82% |
$1.06K - $1.16K
|
663
$21.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09KNew |
$28.4K - $31K
|
1.09K
$35.1K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.85K- 9.91% |
$73.9K - $80.6K
|
25.9K
$829K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 3.36% |
$111K - $121K
|
131K
$4.2M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 1.1% |
$234 - $255
|
824
$26.4K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-962- 9.49% |
$25K - $27.2K
|
9.17K
$294K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.03K+ 5.13% |
$26.7K - $29.2K
|
21.1K
$677K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-335- 19.38% |
$8.69K - $9.49K
|
1.39K
$44.7K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
979+ 2.99% |
$25.4K - $27.7K
|
33.7K
$1.08M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 8.14% |
$13.8K - $15.1K
|
6.01K
$193K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 16.86% |
$1.12K - $1.22K
|
212
$6.8K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.78K- 4.53% |
$98K - $107K
|
79.7K
$2.55M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.49K- 2.73% |
$90.7K - $99K
|
125K
$4M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 72.93% |
$2.52K - $2.75K
|
36
$1.15K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$77.9 - $85
|
3
$96.2
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.54% |
$28.3K - $30.9K
|
11.7K
$375K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-661- 7.82% |
$17.2K - $18.7K
|
7.8K
$250K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
31New |
$804 - $878
|
31
$994
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 3.45% |
$853K - $917K
|
855K
$27.4M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$140 - $150
|
5
$160
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 730.0% |
$2.04K - $2.19K
|
83
$2.66K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
169+ 325.0% |
$4.72K - $5.07K
|
221
$7.09K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 18.75% |
$502 - $540
|
114
$3.65K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.03KNew |
$196K - $211K
|
7.03K
$225K
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
129KNew |
$3.61M - $3.88M
|
129K
$4.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 4.5% |
$31.9K - $34.3K
|
26.5K
$851K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9K+ 33.68% |
$444K - $478K
|
63.2K
$2.03M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-226- 71.97% |
$6.31K - $6.78K
|
88
$2.82K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 1.27% |
$4.19K - $4.5K
|
11.7K
$375K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-813- 7.01% |
$22.7K - $24.4K
|
10.8K
$346K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.7KNew |
$634K - $682K
|
22.7K
$728K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.36% |
$27.9 - $30
|
282
$9.04K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
348+ 3.27% |
$9.71K - $10.4K
|
11K
$352K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$363 - $390
|
13
$417
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
950+ 9.71% |
$26.5K - $28.5K
|
10.7K
$344K
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
769+ 1.45% |
$21.5K - $23.1K
|
53.8K
$1.73M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 29.41% |
$2.23K - $2.4K
|
352
$11.3K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.63% |
$55.8 - $60
|
322
$10.3K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61New |
$1.7K - $1.83K
|
61
$1.96K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17New |
$474 - $510
|
17
$545
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
12New |
$335 - $360
|
12
$385
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
265New |
$7.39K - $7.95K
|
265
$8.5K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 1.71% |
$16K - $17.3K
|
33K
$1.06M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$196K - $211K
|
7.02K
$225K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-328- 99.7% |
$7.93K - $9.82K
|
1
$32.1
|