Purchases and Sales Made in Q2 2023 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-253- 38.86% |
$6.95K - $7.61K
|
398
$12.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-312- 1.05% |
$8.57K - $9.38K
|
29.5K
$912K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-444- 22.95% |
$12.2K - $13.4K
|
1.49K
$46.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 3.94% |
$13.7K - $15K
|
12.2K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-596- 4.53% |
$16.4K - $17.9K
|
12.6K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-667- 2.0% |
$18.3K - $20.1K
|
32.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-788- 3.17% |
$21.6K - $23.7K
|
24.1K
$745K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-796- 3.13% |
$21.9K - $23.9K
|
24.6K
$763K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-908- 8.73% |
$24.9K - $27.3K
|
9.5K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-937- 2.9% |
$25.7K - $28.2K
|
31.4K
$971K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 8.79% |
$29.2K - $32K
|
11.1K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 97.09% |
$29.3K - $32.1K
|
32
$991
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.13K- 12.09% |
$31.1K - $34.1K
|
8.24K
$255K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 51.5% |
$33.1K - $36.2K
|
1.14K
$35.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.55K- 6.56% |
$42.5K - $46.5K
|
22K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 67.5% |
$43.6K - $47.8K
|
765
$23.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.2K- 12.37% |
$60.3K - $66K
|
15.5K
$481K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.39K- 7.2% |
$65.6K - $71.9K
|
30.8K
$953K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.81K- 9.51% |
$77.3K - $84.6K
|
26.8K
$829K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.59K- 2.22% |
$98.5K - $108K
|
158K
$4.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.01K- 16.55% |
$137K - $151K
|
25.2K
$781K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.21K- 45.4% |
$170K - $187K
|
7.46K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.36K- 13.94% |
$257K - $281K
|
57.8K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 22.02% |
$286K - $313K
|
36.8K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.7K- 2.85% |
$294K - $322K
|
365K
$11.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-12.2KClosed |
$335K - $367K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-13.1K- 10.26% |
$360K - $395K
|
115K
$3.55M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.9K- 12.24% |
$382K - $419K
|
99.9K
$3.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.8K- 19.29% |
$544K - $596K
|
82.9K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.1K- 36.34% |
$607K - $665K
|
38.7K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.3K- 9.66% |
$612K - $670K
|
208K
$6.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 27.93% |
$621K - $680K
|
58.4K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-34.8K- 25.48% |
$956K - $1.05M
|
102K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36K- 49.82% |
$987K - $1.08M
|
36.2K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.3K- 7.97% |
$1.22M - $1.33M
|
512K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50K- 4.85% |
$1.37M - $1.5M
|
982K
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.3K- 25.57% |
$1.71M - $1.87M
|
181K
$5.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-89.3K- 69.13% |
$2.45M - $2.68M
|
39.9K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99.2K- 44.56% |
$2.73M - $2.98M
|
123K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-106K- 7.57% |
$2.92M - $3.2M
|
1.3M
$40.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.44M- 99.5% |
$39.5M - $43.2M
|
7.16K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.62M- 17.33% |
$44.4M - $48.6M
|
7.72M
$239M
|