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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-365- 54.32% |
$10.3K - $12K
|
307
$9.57K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-423- 27.77% |
$11.9K - $13.9K
|
1.1K
$34.3K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-443- 3.26% |
$12.5K - $14.5K
|
13.2K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-575- 7.66% |
$16.2K - $18.8K
|
6.94K
$216K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-601- 1.32% |
$16.9K - $19.7K
|
44.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-615- 0.87% |
$17.3K - $20.1K
|
70.2K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-684- 2.68% |
$19.3K - $22.4K
|
24.9K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-902- 2.63% |
$25.4K - $29.5K
|
33.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.05K- 2.21% |
$29.4K - $34.2K
|
46.2K
$1.44M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.32K- 12.37% |
$37.3K - $43.3K
|
9.37K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.33K- 12.4% |
$37.3K - $43.4K
|
9.36K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 2.0% |
$38.5K - $44.8K
|
67.1K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 11.51% |
$44.4K - $51.7K
|
12.1K
$378K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 82.92% |
$48K - $55.8K
|
351
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.82K- 43.62% |
$51.3K - $59.7K
|
2.35K
$73.4K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.68K- 20.49% |
$75.5K - $87.9K
|
10.4K
$324K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.95K- 2.53% |
$83.1K - $96.6K
|
114K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.2K- 5.99% |
$90.1K - $105K
|
50.2K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.43K- 5.11% |
$96.5K - $112K
|
63.6K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.77K- 0.99% |
$106K - $124K
|
376K
$11.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.86K- 17.85% |
$109K - $126K
|
17.7K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.95K- 13.06% |
$111K - $129K
|
26.3K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.2K- 5.49% |
$118K - $137K
|
72.2K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.72K- 8.59% |
$161K - $187K
|
60.8K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.59K- 6.03% |
$186K - $216K
|
103K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.54K- 47.28% |
$212K - $247K
|
8.4K
$262K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.77K- 48.75% |
$247K - $287K
|
9.22K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.01K- 94.02% |
$254K - $295K
|
573
$17.9K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.26K- 6.75% |
$261K - $303K
|
128K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.3K- 79.69% |
$289K - $336K
|
2.62K
$81.5K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-12.3K- 47.4% |
$347K - $404K
|
13.7K
$426K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 61.19% |
$372K - $432K
|
8.37K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 10.57% |
$455K - $529K
|
137K
$4.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-19.7K- 15.31% |
$556K - $647K
|
109K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20K- 7.57% |
$562K - $654K
|
244K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.2K- 39.61% |
$596K - $694K
|
32.3K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.5K- 65.1% |
$604K - $703K
|
11.5K
$359K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29.8K- 18.74% |
$839K - $976K
|
129K
$4.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 20.8% |
$1.03M - $1.2M
|
139K
$4.33M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37K- 59.82% |
$1.04M - $1.21M
|
24.9K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.1K- 16.06% |
$1.24M - $1.45M
|
231K
$7.19M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.1K- 7.5% |
$1.27M - $1.48M
|
557K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-68.4K- 85.44% |
$1.93M - $2.24M
|
11.7K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-81.8K- 5.51% |
$2.3M - $2.68M
|
1.4M
$43.7M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-132K- 91.79% |
$3.73M - $4.34M
|
11.9K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137K- 11.76% |
$3.87M - $4.5M
|
1.03M
$32.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-157K- 49.32% |
$4.42M - $5.14M
|
161K
$5.02M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-813K- 89.33% |
$22.9M - $26.6M
|
97.2K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.75M- 22.76% |
$77.4M - $90.1M
|
9.33M
$291M
|