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 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-77- 0.25% |
$1.95K - $2.32K
|
30.7K
$957K
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-121- 0.96% |
$3.06K - $3.65K
|
12.4K
$388K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-194- 1.99% |
$4.9K - $5.85K
|
9.57K
$298K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-250- 22.03% |
$6.32K - $7.53K
|
885
$27.6K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-251- 1.04% |
$6.35K - $7.56K
|
23.8K
$742K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 83.42% |
$8.39K - $10K
|
66
$2.06K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 83.42% |
$8.39K - $10K
|
66
$2.06K
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-345- 0.91% |
$8.72K - $10.4K
|
37.4K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-476- 5.78% |
$12K - $14.3K
|
7.76K
$242K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-588- 99.49% |
$14.9K - $17.7K
|
3
$93.5
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-627- 2.34% |
$15.9K - $18.9K
|
26.2K
$815K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-900- 62.67% |
$22.8K - $27.1K
|
536
$16.7K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-922- 95.64% |
$23.3K - $27.8K
|
42
$1.31K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.7K- 5.19% |
$43K - $51.2K
|
31K
$967K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.76K- 7.97% |
$44.4K - $52.9K
|
20.3K
$632K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 5.66% |
$57K - $68K
|
37.6K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.04K- 4.47% |
$76.7K - $91.4K
|
64.9K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.55K- 9.65% |
$89.8K - $107K
|
33.3K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.89K- 7.62% |
$98.4K - $117K
|
47.2K
$1.47M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.87K- 44.06% |
$123K - $147K
|
6.18K
$193K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.25K- 14.48% |
$133K - $158K
|
31K
$965K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.46K- 11.81% |
$138K - $164K
|
40.8K
$1.27M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5.9K- 82.4% |
$149K - $178K
|
1.26K
$39.3K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.01K- 3.81% |
$152K - $181K
|
152K
$4.72M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.55K- 1.59% |
$166K - $197K
|
404K
$12.6M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7K- 5.67% |
$177K - $211K
|
116K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 15.71% |
$284K - $338K
|
60.2K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 44.54% |
$284K - $339K
|
14K
$436K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13K- 33.62% |
$329K - $392K
|
25.7K
$801K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 6.37% |
$335K - $400K
|
195K
$6.08M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 18.88% |
$395K - $471K
|
67.2K
$2.09M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-24.9K- 21.69% |
$630K - $751K
|
89.9K
$2.8M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 14.23% |
$653K - $778K
|
156K
$4.85M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-28.5K- 27.97% |
$720K - $858K
|
73.3K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32K- 2.46% |
$808K - $963K
|
1.27M
$39.4M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.2K- 37.7% |
$1.34M - $1.6M
|
87.9K
$2.74M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.8K- 54.82% |
$1.38M - $1.65M
|
45.1K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.5K- 96.12% |
$1.4M - $1.67M
|
2.24K
$69.8K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.1K- 6.94% |
$1.72M - $2.05M
|
914K
$28.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-111K- 21.64% |
$2.8M - $3.34M
|
401K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-120K- 65.65% |
$3.04M - $3.62M
|
62.9K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-140K- 38.3% |
$3.54M - $4.21M
|
225K
$7.02M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-343K- 70.91% |
$8.67M - $10.3M
|
141K
$4.38M
|