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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-77- 0.25% |
$1.95K - $2.32K
|
30.7K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
161New |
$4.07K - $4.85K
|
161
$5.02K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$303 - $362
|
12
$374
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-476- 5.78% |
$12K - $14.3K
|
7.76K
$242K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$152 - $181
|
6
$187
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.76K- 7.97% |
$44.4K - $52.9K
|
20.3K
$632K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.8K- 54.82% |
$1.38M - $1.65M
|
45.1K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$6.78K - $8.07K
|
268
$8.35K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38New |
$961 - $1.14K
|
38
$1.18K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$1.37K - $1.63K
|
54
$1.68K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
46New |
$1.16K - $1.39K
|
46
$1.43K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.55KNew |
$115K - $137K
|
4.55K
$142K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$860 - $1.02K
|
34
$1.06K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
95.1KNew |
$2.61M - $2.86M
|
95.1K
$2.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-57- 86.36% |
$1.57K - $1.71K
|
9
$280
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4- 0.04% |
$110 - $120
|
8.98K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 3.94% |
$13.7K - $15K
|
12.2K
$380K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-33- 56.9% |
$906 - $992
|
25
$779
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
251+ 288.51% |
$6.89K - $7.55K
|
338
$10.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$604 - $662
|
22
$686
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6New |
$165 - $180
|
6
$187
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
14K+ 31.26% |
$385K - $422K
|
58.9K
$1.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
43.8KNew |
$1.2M - $1.32M
|
43.8K
$1.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.21K- 45.4% |
$170K - $187K
|
7.46K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$989 - $1.08K
|
36
$1.12K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
77New |
$2.11K - $2.32K
|
77
$2.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-265- 26.79% |
$7.46K - $8.68K
|
724
$22.6K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-251- 3.05% |
$7.07K - $8.22K
|
7.97K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.54K- 47.28% |
$212K - $247K
|
8.4K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570New |
$16.1K - $18.7K
|
570
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.5K- 65.1% |
$604K - $703K
|
11.5K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-68.4K- 85.44% |
$1.93M - $2.24M
|
11.7K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-132K- 91.79% |
$3.73M - $4.34M
|
11.9K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
389New |
$11K - $12.7K
|
389
$12.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.18K - $1.38K
|
42
$1.31K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 61.19% |
$372K - $432K
|
8.37K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 30.43% |
$788 - $917
|
120
$3.74K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-221- 1.16% |
$6.22K - $7.24K
|
18.9K
$589K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265New |
$7.46K - $8.68K
|
265
$8.26K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
298+ 3.96% |
$8.39K - $9.76K
|
7.82K
$244K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53New |
$1.39K - $1.64K
|
53
$1.65K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-800- 9.22% |
$21K - $24.8K
|
7.88K
$245K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.13KNew |
$187K - $221K
|
7.13K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$271K - $319K
|
10.3K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-220- 72.61% |
$5.78K - $6.81K
|
83
$2.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 587.27% |
$42.4K - $50K
|
1.89K
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-452- 2.84% |
$11.9K - $14K
|
15.5K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41KNew |
$36.9K - $43.5K
|
1.41K
$43.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
203KNew |
$5.33M - $6.28M
|
203K
$6.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.11KNew |
$134K - $158K
|
5.11K
$159K
|
|