Purchases and Sales Made in Q1 2022 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2022. The information is specifically focused on institutions that hold shares of PACER FDS TR BENCHMARK DATA & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
639+ 11.89% |
$22.4K - $27.4K
|
6.01K
$187K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
455+ 0.73% |
$16K - $19.5K
|
62.5K
$1.95M
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
436+ 1.5% |
$15.3K - $18.7K
|
29.5K
$918K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
400+ 160.0% |
$14K - $17.1K
|
650
$20.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 1.68% |
$12.4K - $15.1K
|
21.4K
$667K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
350+ 6.62% |
$12.3K - $15K
|
5.64K
$176K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
329+ 31.85% |
$11.5K - $14.1K
|
1.36K
$42.4K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
303New |
$10.6K - $13K
|
303
$9.44K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
273+ 3.19% |
$9.58K - $11.7K
|
8.82K
$275K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
268+ 166.46% |
$9.4K - $11.5K
|
429
$13.4K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
264New |
$9.26K - $11.3K
|
264
$8.23K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
228+ 3.8% |
$8K - $9.77K
|
6.23K
$194K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
217+ 119.23% |
$7.61K - $9.3K
|
399
$12.4K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
216New |
$7.58K - $9.26K
|
216
$6.73K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
212New |
$7.44K - $9.08K
|
212
$6.61K
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
202+ 1.21% |
$7.09K - $8.66K
|
16.9K
$526K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
187+ 6.0% |
$6.56K - $8.01K
|
3.3K
$103K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
175New |
$6.14K - $7.5K
|
175
$5.45K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
136New |
$4.77K - $5.83K
|
136
$4.24K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 28.41% |
$4.53K - $5.53K
|
583
$18.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
87New |
$3.05K - $3.73K
|
87
$2.71K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
86New |
$3.02K - $3.69K
|
86
$2.68K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
51New |
$1.79K - $2.19K
|
51
$1.59K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
42New |
$1.47K - $1.8K
|
42
$1.31K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.69% |
$1.4K - $1.71K
|
5.85K
$182K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36New |
$1.26K - $1.54K
|
36
$1.12K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
35+ 166.67% |
$1.23K - $1.5K
|
56
$1.74K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
28+ 4.15% |
$982 - $1.2K
|
702
$21.9K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 25.0% |
$877 - $1.07K
|
125
$3.9K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$702 - $857
|
20
$623
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4New |
$140 - $171
|
4
$125
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1+ 1.03% |
$35.1 - $42.9
|
98
$3.05K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$140 - $171
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 9.3% |
$140 - $171
|
39
$1.22K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.91% |
$491 - $600
|
1.53K
$47.6K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.31% |
$596 - $728
|
5.43K
$169K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-18- 10.59% |
$631 - $771
|
152
$4.74K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27- 0.5% |
$947 - $1.16K
|
5.37K
$167K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-29- 90.63% |
$1.02K - $1.24K
|
3
$93.5
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43- 2.6% |
$1.51K - $1.84K
|
1.61K
$50.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 0.8% |
$1.75K - $2.14K
|
6.23K
$194K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-54Closed |
$1.89K - $2.31K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-68- 37.16% |
$2.39K - $2.91K
|
115
$3.58K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-95Closed |
$3.33K - $4.07K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 91.6% |
$3.82K - $4.67K
|
10
$312
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-121Closed |
$4.24K - $5.18K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-142- 72.82% |
$4.98K - $6.08K
|
53
$1.65K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-177- 3.52% |
$6.21K - $7.58K
|
4.86K
$151K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-226- 37.6% |
$7.93K - $9.68K
|
375
$11.7K
|