Latest Institutional Purchases of Pacer Fds Tr Benchmark Data & (SRVR)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Benchmark Data & (SRVR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 43.47% |
$91.4K - $113K
|
12.5K
$399K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$38.5K - $47.7K
|
1.59K
$51K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
270New |
$6.53K - $8.08K
|
270
$8.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53New |
$1.28K - $1.59K
|
53
$1.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35New |
$846 - $1.05K
|
35
$1.12K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$459 - $569
|
19
$609
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$339 - $419
|
14
$448
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$314 - $389
|
13
$416
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37.9KNew |
$957K - $1.14M
|
37.9K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.55KNew |
$115K - $137K
|
4.55K
$146K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$6.78K - $8.07K
|
268
$8.58K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151New |
$3.82K - $4.55K
|
151
$4.84K
|
|
|
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 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$860 - $1.02K
|
34
$1.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$303 - $362
|
12
$384
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$152 - $181
|
6
$192
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
95.1KNew |
$2.61M - $2.86M
|
95.1K
$3.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
43.8KNew |
$1.2M - $1.32M
|
43.8K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
14K+ 31.26% |
$385K - $422K
|
58.9K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
251+ 288.51% |
$6.89K - $7.55K
|
338
$10.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
77New |
$2.11K - $2.32K
|
77
$2.47K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$989 - $1.08K
|
36
$1.15K
|
|
|
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
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570New |
$16.1K - $18.7K
|
570
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
389New |
$11K - $12.7K
|
389
$12.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
298+ 3.96% |
$8.39K - $9.76K
|
7.82K
$250K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265New |
$7.46K - $8.68K
|
265
$8.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.18K - $1.38K
|
42
$1.35K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
203KNew |
$5.33M - $6.28M
|
203K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$271K - $319K
|
10.3K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$197K - $233K
|
7.52K
$241K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.13KNew |
$187K - $221K
|
7.13K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.11KNew |
$134K - $158K
|
5.11K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 8.08% |
$90.8K - $107K
|
46.2K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 587.27% |
$42.4K - $50K
|
1.89K
$60.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41KNew |
$36.9K - $43.5K
|
1.41K
$45K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$9.61K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 0.44% |
$5.12K - $6.03K
|
44.1K
$1.41M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53New |
$1.39K - $1.64K
|
53
$1.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$788 - $928
|
30
$961
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.37K+ 5.81% |
$124K - $164K
|
79.5K
$2.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.05KNew |
$86.9K - $115K
|
3.05K
$97.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25KNew |
$35.6K - $46.9K
|
1.25K
$40K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
$22K - $29.1K
|
775
$24.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
752+ 2.88% |
$21.4K - $28.2K
|
26.9K
$861K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
550New |
$15.6K - $20.6K
|
550
$17.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.41K - $4.5K
|
120
$3.84K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
36New |
$1.02K - $1.35K
|
36
$1.15K
|
|