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 |
|---|---|---|---|---|---|---|---|
|
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
$384
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
265New |
$7.39K - $7.95K
|
265
$8.49K
|
|
|
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
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$38.5K - $47.7K
|
1.59K
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.72K- 25.35% |
$114K - $141K
|
13.9K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
270New |
$6.53K - $8.08K
|
270
$8.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74KNew |
$163K - $202K
|
6.74K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
176KNew |
$4.26M - $5.27M
|
176K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.55KNew |
$207K - $256K
|
8.55K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53New |
$1.28K - $1.59K
|
53
$1.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 25.0% |
$96.7 - $120
|
12
$384
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-699- 94.97% |
$16.9K - $20.9K
|
37
$1.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 43.47% |
$91.4K - $113K
|
12.5K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$314 - $389
|
13
$416
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32.1K- 99.9% |
$776K - $961K
|
33
$1.06K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-56.9K- 63.26% |
$1.38M - $1.7M
|
33K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$339 - $419
|
14
$448
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-43.3K- 44.18% |
$1.05M - $1.3M
|
54.7K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.3KNew |
$176K - $218K
|
7.3K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35New |
$846 - $1.05K
|
35
$1.12K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.72K- 17.97% |
$41.6K - $51.5K
|
7.85K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$459 - $569
|
19
$609
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 83.42% |
$8.39K - $10K
|
66
$2.11K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-588- 99.49% |
$14.9K - $17.7K
|
3
$96.1
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151New |
$3.82K - $4.55K
|
151
$4.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 5.01% |
$885 - $1.05K
|
663
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37.9KNew |
$957K - $1.14M
|
37.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-77- 0.25% |
$1.95K - $2.32K
|
30.7K
$984K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$303 - $362
|
12
$384
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-476- 5.78% |
$12K - $14.3K
|
7.76K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.8K- 54.82% |
$1.38M - $1.65M
|
45.1K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.76K- 7.97% |
$44.4K - $52.9K
|
20.3K
$650K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$152 - $181
|
6
$192
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$6.78K - $8.07K
|
268
$8.58K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$1.37K - $1.63K
|
54
$1.73K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
46New |
$1.16K - $1.39K
|
46
$1.47K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.55KNew |
$115K - $137K
|
4.55K
$146K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$860 - $1.02K
|
34
$1.09K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
95.1KNew |
$2.61M - $2.86M
|
95.1K
$3.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-57- 86.36% |
$1.57K - $1.71K
|
9
$288
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4- 0.04% |
$110 - $120
|
8.98K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 3.94% |
$13.7K - $15K
|
12.2K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-33- 56.9% |
$906 - $992
|
25
$801
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
251+ 288.51% |
$6.89K - $7.55K
|
338
$10.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$604 - $662
|
22
$705
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6New |
$165 - $180
|
6
$192
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
14K+ 31.26% |
$385K - $422K
|
58.9K
$1.89M
|
|