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 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-603- 7.54% |
$15.6K - $17.1K
|
7.4K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-604- 97.73% |
$15.7K - $17.1K
|
14
$427
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-661- 7.82% |
$17.2K - $18.7K
|
7.8K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-962- 9.49% |
$25K - $27.2K
|
9.17K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.54% |
$28.3K - $30.9K
|
11.7K
$357K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 33.97% |
$35.5K - $38.8K
|
2.66K
$81.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.18K- 16.51% |
$56.7K - $61.9K
|
11K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.84K- 8.58% |
$73.6K - $80.4K
|
30.2K
$923K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.85K- 9.91% |
$73.9K - $80.6K
|
25.9K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.11K- 14.37% |
$80.7K - $88.1K
|
18.5K
$565K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 4.23% |
$80.9K - $88.2K
|
70.6K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.28K- 84.35% |
$85K - $92.8K
|
608
$18.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.49K- 2.73% |
$90.7K - $99K
|
125K
$3.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.78K- 4.53% |
$98K - $107K
|
79.7K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.65K- 94.38% |
$121K - $132K
|
277
$8.45K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.44K- 4.72% |
$141K - $154K
|
110K
$3.35M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.68K- 6.99% |
$199K - $217K
|
102K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.82K- 2.09% |
$203K - $221K
|
367K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.1K- 86.79% |
$261K - $285K
|
1.53K
$46.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.5K- 8.85% |
$764K - $834K
|
303K
$9.26M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 3.53% |
$782K - $854K
|
825K
$25.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 3.53% |
$782K - $854K
|
825K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.2K- 40.89% |
$1.07M - $1.17M
|
59.5K
$1.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.3K- 43.93% |
$1.28M - $1.39M
|
62.9K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.2K- 52.37% |
$1.3M - $1.42M
|
45.7K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-157K- 3.35% |
$4.08M - $4.45M
|
4.53M
$138M
|