Purchases and Sales Made in Q3 2023 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 2023. 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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
64.6K+ 110.7% |
$1.63M - $1.95M
|
123K
$3.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
37.9KNew |
$957K - $1.14M
|
37.9K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
26.5K+ 139.84% |
$670K - $798K
|
45.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.7KNew |
$574K - $684K
|
22.7K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16K+ 102.76% |
$406K - $483K
|
31.7K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$326K - $388K
|
12.9K
$398K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
8.99K+ 8.15% |
$227K - $271K
|
119K
$3.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
8.86KNew |
$224K - $267K
|
8.86K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.69KNew |
$220K - $262K
|
8.69K
$269K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.28K+ 26.42% |
$209K - $250K
|
39.6K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.98K+ 13.77% |
$202K - $240K
|
65.9K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.55KNew |
$115K - $137K
|
4.55K
$141K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.62K+ 24.15% |
$91.5K - $109K
|
18.6K
$575K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.35K+ 6.74% |
$84.7K - $101K
|
53.1K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.98K+ 19.19% |
$75.4K - $89.9K
|
18.5K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.76K+ 31.74% |
$69.7K - $83.1K
|
11.4K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.67K+ 9.05% |
$67.4K - $80.3K
|
32.1K
$993K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.33K+ 9.47% |
$59K - $70.3K
|
27K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
963+ 1.35% |
$24.3K - $29K
|
72.2K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
902+ 34.49% |
$22.8K - $27.2K
|
3.52K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
736New |
$18.6K - $22.2K
|
736
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
702New |
$17.7K - $21.2K
|
702
$21.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
562New |
$14.2K - $16.9K
|
562
$17.4K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
389+ 1.62% |
$9.83K - $11.7K
|
24.4K
$753K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
378+ 25.35% |
$9.56K - $11.4K
|
1.87K
$57.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268New |
$6.78K - $8.07K
|
268
$8.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
161New |
$4.07K - $4.85K
|
161
$4.98K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151New |
$3.82K - $4.55K
|
151
$4.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
82+ 2.28% |
$2.07K - $2.47K
|
3.67K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
66New |
$1.67K - $1.99K
|
66
$2.04K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$1.37K - $1.63K
|
54
$1.67K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
46New |
$1.16K - $1.39K
|
46
$1.42K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
38New |
$961 - $1.14K
|
38
$1.17K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
36+ 2.03% |
$910 - $1.08K
|
1.81K
$56K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
34New |
$860 - $1.02K
|
34
$1.05K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 3.92% |
$758 - $904
|
795
$24.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
28+ 34.15% |
$708 - $844
|
110
$3.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
21+ 0.19% |
$531 - $633
|
10.8K
$335K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
19+ 95.0% |
$480 - $572
|
39
$1.21K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
17+ 17.35% |
$430 - $512
|
115
$3.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$303 - $362
|
12
$371
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 2.25% |
$202 - $241
|
363
$11.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 2.56% |
$202 - $241
|
320
$9.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
7+ 2.55% |
$177 - $211
|
281
$8.69K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$152 - $181
|
6
$186
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 1.98% |
$101 - $121
|
206
$6.37K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-10- 20.41% |
$253 - $301
|
39
$1.21K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28- 96.55% |
$708 - $844
|
1
$30.9
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 3.89% |
$885 - $1.05K
|
865
$26.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 5.01% |
$885 - $1.05K
|
663
$20.5K
|