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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
950+ 9.71% |
$26.5K - $28.5K
|
10.7K
$339K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
265New |
$7.39K - $7.95K
|
265
$8.37K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
61New |
$1.7K - $1.83K
|
61
$1.93K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17New |
$474 - $510
|
17
$537
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$363 - $390
|
13
$411
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
12New |
$335 - $360
|
12
$379
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$140 - $150
|
5
$158
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.63% |
$55.8 - $60
|
322
$10.2K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
176KNew |
$4.26M - $5.27M
|
176K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.55KNew |
$207K - $256K
|
8.55K
$270K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.3KNew |
$176K - $218K
|
7.3K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74KNew |
$163K - $202K
|
6.74K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 43.47% |
$91.4K - $113K
|
12.5K
$394K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$38.5K - $47.7K
|
1.59K
$50.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
270New |
$6.53K - $8.08K
|
270
$8.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53New |
$1.28K - $1.59K
|
53
$1.67K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35New |
$846 - $1.05K
|
35
$1.11K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$459 - $569
|
19
$600
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$339 - $419
|
14
$442
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$314 - $389
|
13
$411
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37.9KNew |
$957K - $1.14M
|
37.9K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.55KNew |
$115K - $137K
|
4.55K
$144K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$6.78K - $8.07K
|
268
$8.46K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151New |
$3.82K - $4.55K
|
151
$4.77K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
46New |
$1.16K - $1.39K
|
46
$1.45K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$860 - $1.02K
|
34
$1.07K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$303 - $362
|
12
$379
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$152 - $181
|
6
$189
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
95.1KNew |
$2.61M - $2.86M
|
95.1K
$3M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
43.8KNew |
$1.2M - $1.32M
|
43.8K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
251+ 288.51% |
$6.89K - $7.55K
|
338
$10.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
77New |
$2.11K - $2.32K
|
77
$2.43K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$989 - $1.08K
|
36
$1.14K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$604 - $662
|
22
$695
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6New |
$165 - $180
|
6
$189
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
570New |
$16.1K - $18.7K
|
570
$18K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
389New |
$11K - $12.7K
|
389
$12.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
298+ 3.96% |
$8.39K - $9.76K
|
7.82K
$247K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265New |
$7.46K - $8.68K
|
265
$8.37K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
203KNew |
$5.33M - $6.28M
|
203K
$6.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$271K - $319K
|
10.3K
$326K
|
|
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
7.83KNew |
$206K - $242K
|
7.83K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$197K - $233K
|
7.52K
$237K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.13KNew |
$187K - $221K
|
7.13K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.11KNew |
$134K - $158K
|
5.11K
$161K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 8.08% |
$90.8K - $107K
|
46.2K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.62K+ 587.27% |
$42.4K - $50K
|
1.89K
$59.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41KNew |
$36.9K - $43.5K
|
1.41K
$44.4K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$9.47K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
195+ 0.44% |
$5.12K - $6.03K
|
44.1K
$1.39M
|
|