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 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-213KClosed |
$8.27M - $9.18M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-145Closed |
$5.64K - $6.26K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20.3KClosed |
$789K - $876K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-50.5KClosed |
$1.96M - $2.18M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$11.7K - $13K
|
300
$9.62K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.25KClosed |
$87.6K - $97.2K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.4KClosed |
$794K - $882K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-500Closed |
$19.5K - $21.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.63KClosed |
$258K - $286K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$5.46K - $6.23K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10.5KClosed |
$384K - $438K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.77KClosed |
$283K - $323K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
165New |
$6.01K - $6.85K
|
165
$5.29K
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-70.9KClosed |
$2.58M - $2.94M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-20KClosed |
$728K - $831K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-511Closed |
$18.6K - $21.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4New |
$146 - $166
|
4
$128
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-12Closed |
$437 - $498
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-71Closed |
$2.59K - $2.95K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 300.0% |
$986 - $1.13K
|
40
$1.28K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100Closed |
$3.29K - $3.75K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-12Closed |
$394 - $450
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.3KClosed |
$338K - $385K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-10.4KClosed |
$341K - $389K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Hill Winds Capital LP
|
SELL
|
- |
-60KClosed |
$1.97M - $2.25M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11Closed |
$361 - $413
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.68KClosed |
$55.2K - $63K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-55Closed |
$1.81K - $2.06K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$194K - $221K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-24KClosed |
$790K - $902K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$3.29K - $3.75K
|
100
$3.21K
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-66.3KClosed |
$2.18M - $2.49M
|
0
$0
|
|
Q4 2020 | |||||||
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.9K+ 6.13% |
$474K - $514K
|
241K
$7.71M
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$6.81K - $7.39K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-174KClosed |
$5.92M - $6.42M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-596Closed |
$20.3K - $22K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.1KClosed |
$446K - $484K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7KClosed |
$238K - $259K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-200Closed |
$6.84K - $7.55K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.8KClosed |
$575K - $636K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14KClosed |
$479K - $529K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-159KClosed |
$5.44M - $6.01M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.5K+ 426.11% |
$542K - $664K
|
22.8K
$731K
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.2KClosed |
$298K - $365K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-114KClosed |
$2.79M - $4.18M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
325New |
$9.8K - $10.6K
|
325
$10.4K
|