Purchases and Sales Made in Q2 2021 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.46MNew |
$235M - $268M
|
6.46M
$207M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230KNew |
$8.38M - $9.56M
|
230K
$7.38M
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
213KNew |
$7.74M - $8.83M
|
213K
$6.81M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201K+ 10.37% |
$7.31M - $8.33M
|
2.14M
$68.5M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 90.19% |
$5.4M - $6.16M
|
313K
$10M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 8.66% |
$1.87M - $2.13M
|
643K
$20.6M
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
50.5KNew |
$1.84M - $2.1M
|
50.5K
$1.62M
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
BUY
|
- |
45.3K+ 27.07% |
$1.65M - $1.88M
|
213K
$6.82M
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
40.5KNew |
$1.48M - $1.68M
|
40.5K
$1.3M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
39.9K+ 2379.14% |
$1.45M - $1.66M
|
41.6K
$1.33M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.1K+ 40.65% |
$987K - $1.13M
|
93.8K
$3.01M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 34.55% |
$849K - $968K
|
90.8K
$2.91M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.9K+ 4.18% |
$797K - $909K
|
546K
$17.5M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
20.4KNew |
$743K - $847K
|
20.4K
$654K
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.3KNew |
$738K - $842K
|
20.3K
$650K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 8.2% |
$730K - $833K
|
265K
$8.48M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.3K+ 36.3% |
$592K - $675K
|
61K
$1.96M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 2781.14% |
$569K - $649K
|
16.2K
$519K
|
|
Jul 29, 2021
Q2 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
13.3K+ 8.28% |
$485K - $554K
|
174K
$5.59M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 5.82% |
$402K - $459K
|
201K
$6.44M
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11K+ 3.62% |
$399K - $456K
|
314K
$10.1M
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.57K+ 10.06% |
$348K - $397K
|
105K
$3.36M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.83K+ 68.39% |
$322K - $367K
|
21.8K
$697K
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.03K+ 18.36% |
$256K - $292K
|
45.3K
$1.45M
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
6.63KNew |
$241K - $275K
|
6.63K
$212K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 9.89% |
$237K - $270K
|
72.3K
$2.32M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 14.7% |
$221K - $252K
|
47.3K
$1.52M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$211K - $240K
|
5.79K
$186K
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
5.44KNew |
$198K - $226K
|
5.44K
$174K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.39K+ 25.1% |
$196K - $224K
|
26.8K
$860K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3K+ 21.93% |
$193K - $220K
|
29.5K
$945K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.26KNew |
$191K - $218K
|
5.26K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.1K+ 15.63% |
$186K - $212K
|
37.8K
$1.21M
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.98KNew |
$181K - $207K
|
4.98K
$160K
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4.94K+ 22.53% |
$180K - $205K
|
26.9K
$862K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.74K+ 31.85% |
$173K - $197K
|
19.6K
$629K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.12K+ 10.35% |
$150K - $171K
|
43.9K
$1.41M
|
|
Aug 13, 2021
Q2 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.1K+ 30.49% |
$149K - $170K
|
17.5K
$562K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.69K+ 16.05% |
$134K - $153K
|
26.7K
$856K
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.48K+ 1.72% |
$127K - $144K
|
206K
$6.59M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
3.16K+ 102.43% |
$115K - $131K
|
6.24K
$200K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.96K+ 7.19% |
$108K - $123K
|
44.1K
$1.41M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
2.91KNew |
$106K - $121K
|
2.91K
$93.4K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
2.82K+ 86.74% |
$103K - $117K
|
6.07K
$195K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 9.52% |
$93.5K - $107K
|
29.6K
$947K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.56K+ 25.35% |
$93.4K - $106K
|
12.7K
$406K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 26.33% |
$86.4K - $98.6K
|
11.4K
$365K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.99K+ 58.79% |
$72.5K - $82.6K
|
5.38K
$172K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.88K+ 5.39% |
$68.3K - $77.9K
|
36.7K
$1.18M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.68KNew |
$61.1K - $69.7K
|
1.68K
$53.8K
|