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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6New |
$165 - $180
|
6
$187
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570New |
$16.1K - $18.7K
|
570
$17.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
389New |
$11K - $12.7K
|
389
$12.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
298+ 3.96% |
$8.39K - $9.76K
|
7.82K
$244K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265New |
$7.46K - $8.68K
|
265
$8.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.18K - $1.38K
|
42
$1.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 30.43% |
$788 - $917
|
120
$3.75K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
203KNew |
$5.33M - $6.28M
|
203K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$271K - $319K
|
10.3K
$322K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$197K - $233K
|
7.52K
$235K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.13KNew |
$187K - $221K
|
7.13K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.11KNew |
$134K - $158K
|
5.11K
$159K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 8.08% |
$90.8K - $107K
|
46.2K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 587.27% |
$42.4K - $50K
|
1.89K
$59K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41KNew |
$36.9K - $43.5K
|
1.41K
$43.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
684New |
$18K - $21.2K
|
684
$21.4K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$9.37K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 0.44% |
$5.12K - $6.03K
|
44.1K
$1.38M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
53New |
$1.39K - $1.64K
|
53
$1.66K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
30New |
$788 - $928
|
30
$937
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.37K+ 5.81% |
$124K - $164K
|
79.5K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.05KNew |
$86.9K - $115K
|
3.05K
$95.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25KNew |
$35.6K - $46.9K
|
1.25K
$39.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
$22K - $29.1K
|
775
$24.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
752+ 2.88% |
$21.4K - $28.2K
|
26.9K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
550New |
$15.6K - $20.6K
|
550
$17.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.41K - $4.5K
|
120
$3.75K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
36New |
$1.02K - $1.35K
|
36
$1.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$56.9 - $75
|
434
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$28.5 - $37.5
|
177
$5.53K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
822New |
$26.8K - $33.2K
|
822
$25.7K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
746+ 7.42% |
$24.4K - $30.1K
|
10.8K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$3.27K - $4.04K
|
100
$3.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
67+ 0.63% |
$2.19K - $2.71K
|
10.7K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
60New |
$1.96K - $2.42K
|
60
$1.87K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
53New |
$1.73K - $2.14K
|
53
$1.66K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
$1.57K - $1.94K
|
48
$1.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26+ 0.2% |
$849 - $1.05K
|
13K
$406K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
16New |
$523 - $647
|
16
$500
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$359 - $445
|
11
$344
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
28+ 4.15% |
$982 - $1.2K
|
702
$21.9K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$702 - $857
|
20
$625
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4New |
$140 - $171
|
4
$125
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16New |
$611 - $692
|
16
$500
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$76.4 - $86.6
|
2
$62.5
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$11.7K - $13K
|
300
$9.37K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
165New |
$6.01K - $6.85K
|
165
$5.15K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4New |
$146 - $166
|
4
$125
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$3.29K - $3.75K
|
100
$3.12K
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 300.0% |
$986 - $1.13K
|
40
$1.25K
|
|