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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 71.43% |
$13.6K - $16.2K
|
200
$5.85K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$3.11K - $3.4K
|
120
$3.51K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16New |
$415 - $453
|
16
$468
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 20.0% |
$804 - $878
|
124
$3.63K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
28.6KNew |
$743K - $811K
|
28.6K
$837K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
18.3KNew |
$476K - $520K
|
18.3K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.29K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09KNew |
$28.4K - $31K
|
1.09K
$32K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 72.93% |
$2.52K - $2.75K
|
36
$1.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$77.9 - $85
|
3
$87.8
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-661- 7.82% |
$17.2K - $18.7K
|
7.8K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
31New |
$804 - $878
|
31
$907
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$140 - $150
|
5
$146
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
129KNew |
$3.61M - $3.88M
|
129K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9K+ 33.68% |
$444K - $478K
|
63.2K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 4.5% |
$31.9K - $34.3K
|
26.5K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.7KNew |
$634K - $682K
|
22.7K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-813- 7.01% |
$22.7K - $24.4K
|
10.8K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$363 - $390
|
13
$380
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
950+ 9.71% |
$26.5K - $28.5K
|
10.7K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.63% |
$55.8 - $60
|
322
$9.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61New |
$1.7K - $1.83K
|
61
$1.78K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17New |
$474 - $510
|
17
$497
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
12New |
$335 - $360
|
12
$351
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
265New |
$7.39K - $7.95K
|
265
$7.75K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 1.71% |
$16K - $17.3K
|
33K
$964K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.02KNew |
$196K - $211K
|
7.02K
$205K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-328- 99.7% |
$7.93K - $9.82K
|
1
$29.3
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$38.5K - $47.7K
|
1.59K
$46.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.72K- 25.35% |
$114K - $141K
|
13.9K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
270New |
$6.53K - $8.08K
|
270
$7.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74KNew |
$163K - $202K
|
6.74K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
176KNew |
$4.26M - $5.27M
|
176K
$5.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 25.0% |
$96.7 - $120
|
12
$351
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.55KNew |
$207K - $256K
|
8.55K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32.1K- 99.9% |
$776K - $961K
|
33
$965
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$314 - $389
|
13
$380
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 43.47% |
$91.4K - $113K
|
12.5K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-56.9K- 63.26% |
$1.38M - $1.7M
|
33K
$966K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$339 - $419
|
14
$410
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-43.3K- 44.18% |
$1.05M - $1.3M
|
54.7K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.3KNew |
$176K - $218K
|
7.3K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35New |
$846 - $1.05K
|
35
$1.02K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.72K- 17.97% |
$41.6K - $51.5K
|
7.85K
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$459 - $569
|
19
$556
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-588- 99.49% |
$14.9K - $17.7K
|
3
$87.8
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151New |
$3.82K - $4.55K
|
151
$4.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 5.01% |
$885 - $1.05K
|
663
$19.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37.9KNew |
$957K - $1.14M
|
37.9K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-77- 0.25% |
$1.95K - $2.32K
|
30.7K
$898K
|
|