Purchases and Sales Made in Q3 2022 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 2022. 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 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
44+ 0.26% |
$1.25K - $1.65K
|
16.9K
$525K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
40+ 0.16% |
$1.14K - $1.5K
|
25.5K
$790K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
36New |
$1.02K - $1.35K
|
36
$1.11K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28+ 10.18% |
$797 - $1.05K
|
303
$9.38K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$626 - $825
|
5.9K
$183K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
15+ 0.33% |
$427 - $563
|
4.62K
$143K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.14% |
$341 - $450
|
8.68K
$269K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
6+ 7.89% |
$171 - $225
|
82
$2.54K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.02% |
$56.9 - $75
|
12.8K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$56.9 - $75
|
434
$13.4K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.5% |
$28.5 - $37.5
|
200
$6.19K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.38% |
$28.5 - $37.5
|
267
$8.27K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$28.5 - $37.5
|
177
$5.48K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$28.5 - $37.5
|
8.32K
$258K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.33% |
$28.5 - $37.5
|
306
$9.47K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 14.71% |
$142 - $188
|
29
$898
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 8.51% |
$228 - $300
|
86
$2.66K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.17% |
$398 - $525
|
8.4K
$260K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-98- 6.13% |
$2.79K - $3.68K
|
1.5K
$46.4K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-118- 0.52% |
$3.36K - $4.43K
|
22.4K
$694K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 0.18% |
$3.58K - $4.73K
|
71.3K
$2.21M
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-156- 0.97% |
$4.44K - $5.85K
|
15.9K
$492K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-250- 38.46% |
$7.11K - $9.38K
|
400
$12.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-256- 48.21% |
$7.28K - $9.6K
|
275
$8.51K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-283- 0.65% |
$8.05K - $10.6K
|
43.2K
$1.34M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-298- 4.07% |
$8.48K - $11.2K
|
7.02K
$217K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-331- 32.84% |
$9.42K - $12.4K
|
677
$21K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-344- 3.06% |
$9.79K - $12.9K
|
10.9K
$337K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-423- 14.61% |
$12K - $15.9K
|
2.47K
$76.5K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-886- 1.2% |
$25.2K - $33.2K
|
73K
$2.26M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-936- 3.17% |
$26.6K - $35.1K
|
28.6K
$884K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 4.72% |
$28.9K - $38.1K
|
20.5K
$634K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 1.57% |
$29.6K - $39K
|
65.3K
$2.02M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.72K- 44.09% |
$48.8K - $64.4K
|
2.18K
$67.4K
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.3K- 1.63% |
$65.5K - $86.4K
|
139K
$4.31M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.33K- 8.18% |
$66.3K - $87.4K
|
26.1K
$809K
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.46K- 32.89% |
$70.1K - $92.4K
|
5.03K
$156K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.48K- 1.83% |
$70.6K - $93.1K
|
133K
$4.11M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.62K- 1.54% |
$74.4K - $98.1K
|
167K
$5.16M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.99K- 10.52% |
$85K - $112K
|
25.4K
$787K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3K- 17.19% |
$85.2K - $112K
|
14.4K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.23K- 97.79% |
$91.9K - $121K
|
73
$2.26K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 2.06% |
$97.9K - $129K
|
164K
$5.07M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.4K- 36.46% |
$154K - $203K
|
9.42K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.67K- 7.78% |
$190K - $250K
|
79K
$2.45M
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.8KClosed |
$193K - $255K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.85K- 6.93% |
$252K - $332K
|
119K
$3.68M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-8.96K- 96.76% |
$255K - $336K
|
300
$9.29K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 4.65% |
$298K - $393K
|
215K
$6.65M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.9K- 17.85% |
$452K - $596K
|
73.2K
$2.27M
|