Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
130K+ 9.85% |
$3.65M - $4.24M
|
1.44M
$46.2M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.2KNew |
$1.13M - $1.32M
|
40.2K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
34.5K+ 9.27% |
$971K - $1.13M
|
407K
$13M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33.2KNew |
$934K - $1.09M
|
33.2K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
23.4K+ 172.59% |
$659K - $767K
|
37K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 26.79% |
$383K - $446K
|
64.4K
$2.06M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$358K - $416K
|
12.7K
$407K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 139.98% |
$294K - $343K
|
17.9K
$574K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.25K+ 11.35% |
$232K - $270K
|
81K
$2.59M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.35K+ 12.45% |
$151K - $175K
|
48.4K
$1.55M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27K+ 2.42% |
$148K - $173K
|
223K
$7.13M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.95K+ 15.02% |
$111K - $129K
|
30.2K
$969K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.6K+ 8.25% |
$101K - $118K
|
47.3K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.26K+ 29.15% |
$91.8K - $107K
|
14.4K
$463K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.17K+ 39.03% |
$89.2K - $104K
|
11.3K
$361K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 14.4% |
$82.9K - $96.4K
|
23.4K
$749K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.48K+ 25.45% |
$69.8K - $81.1K
|
12.2K
$391K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 1835.0% |
$51.7K - $60.1K
|
1.94K
$62K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 4.18% |
$29.7K - $34.6K
|
26.3K
$842K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
651+ 2.84% |
$18.3K - $21.3K
|
23.6K
$755K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
651New |
$18.3K - $21.3K
|
651
$20.8K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
651New |
$18.3K - $21.3K
|
651
$20.8K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
591New |
$16.6K - $19.4K
|
591
$18.9K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
580+ 1.19% |
$16.3K - $19K
|
49.4K
$1.58M
|
|
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
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
289+ 8.87% |
$8.14K - $9.47K
|
3.55K
$114K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265New |
$7.46K - $8.68K
|
265
$8.49K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 11.96% |
$7.04K - $8.19K
|
2.34K
$74.9K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
202+ 28.94% |
$5.69K - $6.62K
|
900
$28.8K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
98+ 0.39% |
$2.76K - $3.21K
|
25.4K
$814K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 6.2% |
$2.65K - $3.08K
|
1.61K
$51.5K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
87New |
$2.45K - $2.85K
|
87
$2.79K
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
57+ 0.61% |
$1.61K - $1.87K
|
9.38K
$300K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.18K - $1.38K
|
42
$1.34K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28+ 0.09% |
$788 - $917
|
29.6K
$948K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 30.43% |
$788 - $917
|
120
$3.84K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.12% |
$84.5 - $98.3
|
270
$8.65K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.65% |
$56.3 - $65.5
|
310
$9.93K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 3.45% |
$28.2 - $32.8
|
30
$961
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 6.67% |
$28.2 - $32.8
|
16
$512
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-62- 0.69% |
$1.75K - $2.03K
|
8.99K
$288K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-208- 79.69% |
$5.86K - $6.81K
|
53
$1.7K
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-221- 1.16% |
$6.22K - $7.24K
|
18.9K
$605K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-225- 0.75% |
$6.34K - $7.37K
|
29.8K
$953K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-251- 3.05% |
$7.07K - $8.22K
|
7.97K
$255K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-265- 26.79% |
$7.46K - $8.68K
|
724
$23.2K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-284- 2.83% |
$8K - $9.3K
|
9.76K
$313K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-314- 13.42% |
$8.84K - $10.3K
|
2.03K
$64.8K
|