Purchases and Sales Made in Q3 2021 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.49M+ 131.31% |
$330M - $367M
|
15M
$466M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52MNew |
$98.2M - $109M
|
2.52M
$78.7M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
206K+ 1274.25% |
$8.03M - $8.91M
|
223K
$6.93M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
192K+ 8.98% |
$7.46M - $8.28M
|
2.33M
$72.5M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
186KNew |
$7.24M - $8.04M
|
186K
$5.8M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
92.2K+ 29.49% |
$3.59M - $3.98M
|
405K
$12.6M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.6K+ 400.58% |
$3.1M - $3.44M
|
99.5K
$3.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.3K+ 12.18% |
$3.05M - $3.38M
|
721K
$22.5M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.6K+ 27.71% |
$2.9M - $3.22M
|
344K
$10.7M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60.6KNew |
$2.36M - $2.62M
|
60.6K
$1.89M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
51.2K+ 24.88% |
$1.99M - $2.21M
|
257K
$8M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.3K+ 6.47% |
$1.37M - $1.52M
|
581K
$18.1M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
28.2KNew |
$1.1M - $1.22M
|
28.2K
$880K
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
25KNew |
$972K - $1.08M
|
25K
$778K
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
24.4K+ 53.88% |
$950K - $1.05M
|
69.7K
$2.17M
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20.7K+ 11.86% |
$805K - $894K
|
195K
$6.08M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 18.79% |
$632K - $702K
|
103K
$3.2M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 6.62% |
$625K - $694K
|
259K
$8.06M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16KNew |
$624K - $692K
|
16K
$499K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
14.9K+ 2935.95% |
$582K - $646K
|
15.5K
$482K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.1KNew |
$547K - $607K
|
14.1K
$438K
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
12.2K+ 5.76% |
$477K - $529K
|
225K
$7.01M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$475K - $527K
|
12.2K
$380K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9K+ 27.13% |
$464K - $515K
|
55.8K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 3.09% |
$448K - $498K
|
384K
$12M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.1K+ 21.29% |
$392K - $435K
|
57.4K
$1.79M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.96K+ 10.96% |
$388K - $430K
|
101K
$3.14M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.89K+ 4.3% |
$385K - $427K
|
240K
$7.48M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.81KNew |
$382K - $424K
|
9.81K
$306K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.42K+ 57.41% |
$289K - $320K
|
20.3K
$634K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.17K+ 13.51% |
$240K - $267K
|
51.9K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.02KNew |
$234K - $260K
|
6.02K
$188K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68K+ 15.04% |
$221K - $245K
|
43.4K
$1.35M
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
5.33K+ 11.03% |
$208K - $230K
|
53.7K
$1.67M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
5.16KNew |
$201K - $223K
|
5.16K
$161K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.14K+ 2.56% |
$200K - $222K
|
206K
$6.42M
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.11K+ 1.63% |
$199K - $221K
|
319K
$9.95M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.9K+ 4.42% |
$191K - $212K
|
116K
$3.61M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.3K+ 1.62% |
$167K - $186K
|
269K
$8.38M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.29K+ 14.55% |
$167K - $185K
|
33.8K
$1.05M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 19.1% |
$157K - $174K
|
25.2K
$784K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.95K+ 34.47% |
$154K - $171K
|
15.4K
$480K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59K+ 5.89% |
$140K - $155K
|
64.6K
$2.01M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3KNew |
$117K - $130K
|
3K
$93.5K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.87K+ 7.84% |
$112K - $124K
|
39.5K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 9.12% |
$95.2K - $106K
|
29.3K
$912K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.3K+ 8.6% |
$89.4K - $99.2K
|
29K
$904K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 6.91% |
$79.5K - $88.3K
|
31.6K
$985K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.78K+ 2.47% |
$69.4K - $77.1K
|
74.1K
$2.31M
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.35K+ 5.02% |
$52.5K - $58.3K
|
28.2K
$880K
|