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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 0.44% |
$5.12K - $6.03K
|
44.1K
$1.34M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$788 - $928
|
30
$916
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-585- 12.66% |
$15.4K - $18.1K
|
4.04K
$123K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.42K- 39.63% |
$142K - $168K
|
8.26K
$252K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
684New |
$18K - $21.2K
|
684
$20.9K
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 8.08% |
$90.8K - $107K
|
46.2K
$1.41M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$197K - $233K
|
7.52K
$229K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 9.79% |
$1.84K - $2.17K
|
645
$19.7K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$9.16K
|
|
Q3 2022 | |||||||
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.8KClosed |
$193K - $255K
|
0
$0
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-298- 4.07% |
$8.48K - $11.2K
|
7.02K
$214K
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.46K- 32.89% |
$70.1K - $92.4K
|
5.03K
$153K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.41K - $4.5K
|
120
$3.66K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.05KNew |
$86.9K - $115K
|
3.05K
$93.2K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$28.5 - $37.5
|
177
$5.4K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.23K- 97.79% |
$91.9K - $121K
|
73
$2.23K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.17% |
$398 - $525
|
8.4K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
550New |
$15.6K - $20.6K
|
550
$16.8K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$56.9 - $75
|
434
$13.2K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
$22K - $29.1K
|
775
$23.7K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25KNew |
$35.6K - $46.9K
|
1.25K
$38.2K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-250- 38.46% |
$7.11K - $9.38K
|
400
$12.2K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
36New |
$1.02K - $1.35K
|
36
$1.1K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-22.4K- 71.84% |
$637K - $839K
|
8.77K
$268K
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.37K+ 5.81% |
$124K - $164K
|
79.5K
$2.43M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
752+ 2.88% |
$21.4K - $28.2K
|
26.9K
$821K
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-21.6K- 33.9% |
$613K - $808K
|
42K
$1.28M
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
$1.57K - $1.94K
|
48
$1.46K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-115Closed |
$3.76K - $4.65K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 10.07% |
$39.8K - $49.2K
|
10.9K
$332K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-125Closed |
$4.08K - $5.05K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-93- 1.49% |
$3.04K - $3.76K
|
6.14K
$187K
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.6KClosed |
$672K - $831K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$177K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-829Closed |
$27.1K - $33.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.8KClosed |
$484K - $598K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
746+ 7.42% |
$24.4K - $30.1K
|
10.8K
$330K
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-31.7K- 54.3% |
$1.04M - $1.28M
|
26.7K
$815K
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.2K- 26.75% |
$71.9K - $88.9K
|
6.03K
$184K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-87.9KClosed |
$2.87M - $3.55M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
67+ 0.63% |
$2.19K - $2.71K
|
10.7K
$328K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-238Closed |
$7.77K - $9.62K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
822New |
$26.8K - $33.2K
|
822
$25.1K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 1.37% |
$3.14K - $3.88K
|
6.93K
$211K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-29.8KClosed |
$974K - $1.21M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-42Closed |
$1.37K - $1.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-375Closed |
$12.2K - $15.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-199- 93.87% |
$6.5K - $8.04K
|
13
$397
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-46.1KClosed |
$1.51M - $1.86M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.56KClosed |
$214K - $265K
|
0
$0
|