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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 7.35% |
$51.3K - $56.9K
|
19.2K
$595K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 1.77% |
$50.3K - $55.8K
|
74.5K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 1.28% |
$46.7K - $51.8K
|
95K
$2.94M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.2K+ 0.78% |
$46.5K - $51.6K
|
155K
$4.79M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
901+ 12.98% |
$35.1K - $38.9K
|
7.84K
$242K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
663+ 0.25% |
$25.8K - $28.6K
|
261K
$8.08M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
636+ 7.67% |
$24.8K - $27.5K
|
8.93K
$276K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
605+ 2.83% |
$23.5K - $26.1K
|
22K
$680K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
561+ 7.43% |
$21.8K - $24.2K
|
8.11K
$251K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
542+ 18.61% |
$21.1K - $23.4K
|
3.45K
$107K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
526+ 20.3% |
$20.5K - $22.7K
|
3.12K
$96.4K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
500+ 3.13% |
$19.5K - $21.6K
|
16.5K
$509K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
490+ 7.16% |
$19.1K - $21.2K
|
7.33K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
452New |
$17.6K - $19.5K
|
452
$14K
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
369+ 1.02% |
$14.4K - $15.9K
|
36.6K
$1.13M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
358+ 7.44% |
$13.9K - $15.5K
|
5.17K
$160K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
326+ 5.92% |
$12.7K - $14.1K
|
5.83K
$180K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
300New |
$11.7K - $13K
|
300
$9.28K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
277+ 1.56% |
$10.8K - $12K
|
18K
$558K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
275+ 1100.0% |
$10.7K - $11.9K
|
300
$9.28K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
250New |
$9.73K - $10.8K
|
250
$7.73K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
232+ 4.27% |
$9.03K - $10K
|
5.67K
$175K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
212+ 1.0% |
$8.25K - $9.16K
|
21.3K
$659K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
200+ 3.72% |
$7.78K - $8.64K
|
5.58K
$172K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
198+ 2.34% |
$7.71K - $8.55K
|
8.67K
$268K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
188+ 2.43% |
$7.32K - $8.12K
|
7.92K
$245K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$6.81K - $7.56K
|
175
$5.41K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
156+ 92.31% |
$6.07K - $6.74K
|
325
$10K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
120+ 222.22% |
$4.67K - $5.18K
|
174
$5.38K
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
100+ 0.86% |
$3.89K - $4.32K
|
11.7K
$363K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86+ 15.14% |
$3.35K - $3.72K
|
654
$20.2K
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
73+ 0.69% |
$2.84K - $3.15K
|
10.6K
$329K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
72+ 0.42% |
$2.8K - $3.11K
|
17.2K
$533K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 76.14% |
$2.61K - $2.89K
|
155
$4.79K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50New |
$1.95K - $2.16K
|
50
$1.55K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
18+ 0.3% |
$701 - $778
|
6.09K
$188K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.5% |
$117 - $130
|
608
$18.8K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.02% |
$77.8 - $86.4
|
9.31K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.63% |
$38.9 - $43.2
|
161
$4.98K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-26- 43.33% |
$1.01K - $1.12K
|
34
$1.05K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-31Closed |
$1.21K - $1.34K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-48- 0.38% |
$1.87K - $2.07K
|
12.6K
$389K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 0.99% |
$2.92K - $3.24K
|
7.49K
$231K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 1.57% |
$3.54K - $3.93K
|
5.7K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-100Closed |
$3.89K - $4.32K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-145Closed |
$5.64K - $6.26K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-180- 0.59% |
$7.01K - $7.78K
|
30.3K
$936K
|