Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q1 2025. 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 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
43.5KNew |
$1.25M - $1.39M
|
43.5K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 19.86% |
$454K - $505K
|
95.5K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2.53K+ 22.74% |
$72.6K - $80.8K
|
13.6K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 1.75% |
$32.2K - $35.8K
|
65.1K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
950New |
$27.3K - $30.3K
|
950
$29K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
640+ 50.31% |
$18.4K - $20.4K
|
1.91K
$58.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
375New |
$10.8K - $12K
|
375
$11.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
316New |
$9.07K - $10.1K
|
316
$9.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
165New |
$4.73K - $5.27K
|
165
$5.04K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
134New |
$3.84K - $4.28K
|
134
$4.09K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
40+ 0.11% |
$1.15K - $1.28K
|
36.3K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$717 - $799
|
25
$764
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 0.32% |
$373 - $415
|
4.1K
$125K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.45% |
$143 - $160
|
1.12K
$34.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 1.02% |
$115 - $128
|
395
$12.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.29% |
$57.4 - $63.9
|
689
$21K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 5.13% |
$2.87K - $3.19K
|
1.85K
$56.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-367- 4.06% |
$10.5K - $11.7K
|
8.67K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-395- 2.52% |
$11.3K - $12.6K
|
15.3K
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-728- 5.46% |
$20.9K - $23.3K
|
12.6K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.25K- 11.82% |
$151K - $168K
|
39.2K
$1.2M
|