Purchases and Sales Made in Q2 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
254K+ 108.24% |
$6.59M - $7.19M
|
488K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
67.4KNew |
$1.75M - $1.91M
|
67.4K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.01M - $1.1M
|
39K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.7K+ 20.4% |
$876K - $956K
|
199K
$6.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
28.6KNew |
$743K - $811K
|
28.6K
$874K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 1.92% |
$679K - $741K
|
1.39M
$42.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
22.7K+ 100.0% |
$589K - $643K
|
45.4K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
21.2KNew |
$549K - $600K
|
21.2K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 19.62% |
$504K - $550K
|
118K
$3.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
18.3KNew |
$476K - $520K
|
18.3K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 22.94% |
$395K - $431K
|
81.5K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.2K+ 7.97% |
$317K - $346K
|
166K
$5.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
10.4K+ 7.51% |
$270K - $295K
|
149K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.53KNew |
$247K - $270K
|
9.53K
$291K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 3.36% |
$111K - $121K
|
131K
$4M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.43K+ 4.8% |
$89.1K - $97.3K
|
75K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48K+ 6.56% |
$64.4K - $70.3K
|
40.3K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.64K+ 7.3% |
$42.7K - $46.6K
|
24.2K
$738K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.64K+ 3.69% |
$42.6K - $46.5K
|
46.2K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.09KNew |
$28.4K - $31K
|
1.09K
$33.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.03K+ 5.13% |
$26.7K - $29.2K
|
21.1K
$645K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
979+ 2.99% |
$25.4K - $27.7K
|
33.7K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
602+ 6.82% |
$15.6K - $17K
|
9.43K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
573+ 1.4% |
$14.9K - $16.2K
|
41.6K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
454+ 1.61% |
$11.8K - $12.9K
|
28.6K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
356+ 1.61% |
$9.24K - $10.1K
|
22.5K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
347New |
$9K - $9.83K
|
347
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
237+ 1.04% |
$6.15K - $6.71K
|
23K
$703K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 809.52% |
$4.41K - $4.81K
|
191
$5.83K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$3.11K - $3.4K
|
120
$3.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.34K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
31New |
$804 - $878
|
31
$946
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16New |
$415 - $453
|
16
$488
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$260 - $283
|
10
$305
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 1.1% |
$234 - $255
|
824
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8+ 1.01% |
$208 - $227
|
802
$24.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$77.9 - $85
|
3
$91.6
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.75% |
$26 - $28.3
|
135
$4.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 1.86% |
$389 - $425
|
791
$24.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 20.0% |
$804 - $878
|
124
$3.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41- 5.82% |
$1.06K - $1.16K
|
663
$20.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 16.86% |
$1.12K - $1.22K
|
212
$6.47K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-44- 93.62% |
$1.14K - $1.25K
|
3
$91.6
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.19% |
$1.25K - $1.36K
|
3.98K
$122K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 72.93% |
$2.52K - $2.75K
|
36
$1.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-116- 22.01% |
$3.01K - $3.29K
|
411
$12.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-164- 15.46% |
$4.26K - $4.64K
|
897
$27.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-335- 19.38% |
$8.69K - $9.49K
|
1.39K
$42.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-403- 68.54% |
$10.5K - $11.4K
|
185
$5.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 8.14% |
$13.8K - $15.1K
|
6.01K
$183K
|