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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.64K+ 12.29% |
$59.6K - $68K
|
15K
$480K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.51K+ 3.11% |
$55.1K - $62.9K
|
50.2K
$1.61M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.49K+ 3.38% |
$54.4K - $62K
|
45.7K
$1.47M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.47K+ 8.96% |
$53.6K - $61.2K
|
17.9K
$574K
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
1.42K+ 18.07% |
$51.8K - $59.1K
|
9.3K
$298K
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.02K+ 6.32% |
$37.1K - $42.4K
|
17.2K
$550K
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
954+ 12.74% |
$34.7K - $39.6K
|
8.44K
$271K
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
948+ 2.69% |
$34.5K - $39.4K
|
36.2K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
900+ 5.97% |
$32.8K - $37.4K
|
16K
$512K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
890+ 4.88% |
$32.4K - $37K
|
19.1K
$613K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
630+ 15.07% |
$22.9K - $26.2K
|
4.81K
$154K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
509New |
$18.5K - $21.1K
|
509
$16.3K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
500New |
$18.2K - $20.8K
|
500
$16K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
448+ 0.94% |
$16.3K - $18.6K
|
48.3K
$1.55M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
300+ 2.69% |
$10.9K - $12.5K
|
11.5K
$368K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
299+ 4.02% |
$10.9K - $12.4K
|
7.74K
$248K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
294New |
$10.7K - $12.2K
|
294
$9.43K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
238New |
$8.67K - $9.88K
|
238
$7.63K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
199+ 1.02% |
$7.25K - $8.26K
|
19.7K
$633K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
165New |
$6.01K - $6.85K
|
165
$5.29K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
145New |
$5.28K - $6.02K
|
145
$4.65K
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88New |
$3.2K - $3.65K
|
88
$2.82K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
68+ 1.25% |
$2.48K - $2.82K
|
5.51K
$176K
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
54New |
$1.97K - $2.24K
|
54
$1.73K
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
36+ 0.46% |
$1.31K - $1.5K
|
7.92K
$254K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 12.36% |
$401 - $457
|
100
$3.21K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.09% |
$291 - $332
|
8.47K
$272K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 2.91% |
$291 - $332
|
283
$9.07K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
4+ 0.16% |
$146 - $166
|
2.53K
$81K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4New |
$146 - $166
|
4
$128
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4New |
$146 - $166
|
4
$128
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.63% |
$36.4 - $41.5
|
160
$5.13K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10- 0.44% |
$364 - $415
|
2.25K
$72.1K
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-12Closed |
$437 - $498
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-21- 0.3% |
$765 - $872
|
6.94K
$223K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30- 0.14% |
$1.09K - $1.25K
|
21.1K
$677K
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31- 0.37% |
$1.13K - $1.29K
|
8.4K
$269K
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-48- 44.44% |
$1.75K - $1.99K
|
60
$1.92K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 0.31% |
$2.44K - $2.78K
|
21.4K
$685K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.23% |
$2.55K - $2.91K
|
30.1K
$965K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-71Closed |
$2.59K - $2.95K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71- 0.06% |
$2.59K - $2.95K
|
111K
$3.56M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-80- 1.32% |
$2.91K - $3.32K
|
5.97K
$192K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-117- 1.39% |
$4.26K - $4.86K
|
8.29K
$266K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 19.41% |
$5.02K - $5.73K
|
573
$18.4K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-142- 1.83% |
$5.17K - $5.9K
|
7.63K
$245K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$5.46K - $6.23K
|
0
$0
|