Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2024. 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 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13New |
$363 - $390
|
13
$397
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
12New |
$335 - $360
|
12
$366
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 75.0% |
$251 - $270
|
21
$641
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$140 - $150
|
5
$153
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.25% |
$55.8 - $60
|
806
$24.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.63% |
$55.8 - $60
|
322
$9.83K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.36% |
$27.9 - $30
|
282
$8.61K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-53- 8.27% |
$1.48K - $1.59K
|
588
$17.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 8.31% |
$1.56K - $1.68K
|
618
$18.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-83- 4.58% |
$2.32K - $2.49K
|
1.73K
$52.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-85- 13.89% |
$2.37K - $2.55K
|
527
$16.1K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-103- 1.2% |
$2.87K - $3.09K
|
8.46K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 1.27% |
$4.19K - $4.5K
|
11.7K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-226- 71.97% |
$6.31K - $6.78K
|
88
$2.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-575- 1.71% |
$16K - $17.3K
|
33K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-605- 13.05% |
$16.9K - $18.2K
|
4.03K
$123K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-610- 2.08% |
$17K - $18.3K
|
28.7K
$876K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-639- 82.77% |
$17.8K - $19.2K
|
133
$4.06K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-710- 3.18% |
$19.8K - $21.3K
|
21.6K
$660K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-772- 0.92% |
$21.5K - $23.2K
|
83.4K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-813- 7.01% |
$22.7K - $24.4K
|
10.8K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.5K- 6.95% |
$41.9K - $45K
|
20.1K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.04K- 20.32% |
$56.9K - $61.2K
|
8K
$244K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 8.41% |
$58.4K - $62.8K
|
22.8K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.84K- 8.0% |
$79.3K - $85.3K
|
32.7K
$998K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.97K- 0.29% |
$111K - $119K
|
1.36M
$41.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.36K- 30.06% |
$122K - $131K
|
10.1K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 4.58% |
$155K - $166K
|
115K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.63K- 20.3% |
$157K - $169K
|
22.1K
$675K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.1K- 43.96% |
$254K - $273K
|
11.6K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.7K- 45.36% |
$465K - $501K
|
20.1K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 17.69% |
$575K - $618K
|
95.9K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-22.7K- 50.0% |
$634K - $682K
|
22.7K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 7.88% |
$794K - $854K
|
333K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29K- 14.92% |
$809K - $870K
|
165K
$5.05M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 3.45% |
$853K - $917K
|
855K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 3.45% |
$853K - $917K
|
855K
$26.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.7K- 16.95% |
$941K - $1.01M
|
165K
$5.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.4K- 33.66% |
$1.04M - $1.12M
|
73.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.18M- 20.13% |
$32.9M - $35.4M
|
4.69M
$143M
|