Purchases and Sales Made in Q3 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 2024. 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, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.5KNew |
$2.13M - $2.55M
|
78.5K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
50.8KNew |
$1.38M - $1.65M
|
50.8K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 73.77% |
$782K - $933K
|
67.7K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 3.0% |
$673K - $804K
|
850K
$26.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.4KNew |
$365K - $436K
|
13.4K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 10.65% |
$343K - $410K
|
131K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 15.07% |
$334K - $399K
|
93.8K
$2.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
12.1K+ 22.45% |
$328K - $392K
|
65.9K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$294K - $351K
|
10.8K
$337K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9.04K+ 6.07% |
$246K - $293K
|
158K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.7KNew |
$182K - $217K
|
6.7K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.56KNew |
$178K - $213K
|
6.56K
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.5K+ 13.64% |
$150K - $178K
|
45.8K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.48K+ 9.2% |
$149K - $178K
|
65K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.39K+ 2.05% |
$92.2K - $110K
|
169K
$5.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.32K+ 3.44% |
$63.1K - $75.3K
|
69.7K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.65K+ 550.0% |
$44.9K - $53.5K
|
1.95K
$60.8K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.36K+ 4.04% |
$37K - $44.2K
|
35K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.16K+ 4.06% |
$31.6K - $37.7K
|
29.8K
$928K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 473.11% |
$27.3K - $32.5K
|
1.22K
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
742+ 82.72% |
$20.2K - $24.1K
|
1.64K
$51.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
592+ 0.79% |
$16.1K - $19.2K
|
75.6K
$2.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
520New |
$14.1K - $16.9K
|
520
$16.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
489+ 4.18% |
$13.3K - $15.9K
|
12.2K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
308+ 380.25% |
$8.37K - $9.99K
|
389
$12.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
261+ 2.85% |
$7.1K - $8.47K
|
9.43K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
259+ 2.72% |
$7.04K - $8.4K
|
9.79K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
207+ 0.45% |
$5.63K - $6.72K
|
46.4K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
164New |
$4.46K - $5.32K
|
164
$5.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
150New |
$4.08K - $4.87K
|
150
$4.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
77+ 0.82% |
$2.09K - $2.5K
|
9.51K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
33+ 0.83% |
$897 - $1.07K
|
4.01K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31New |
$843 - $1.01K
|
31
$966
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$544 - $649
|
20
$623
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
$489 - $584
|
18
$561
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
15New |
$408 - $487
|
15
$467
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12New |
$326 - $389
|
12
$374
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.88% |
$299 - $357
|
1.26K
$39.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$163 - $195
|
6
$187
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 3.7% |
$136 - $162
|
140
$4.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4New |
$109 - $130
|
4
$125
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.06% |
$81.6 - $97.4
|
285
$8.88K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.36% |
$81.6 - $97.4
|
827
$25.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.97% |
$54.4 - $64.9
|
208
$6.48K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.36% |
$27.2 - $32.5
|
278
$8.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$27.2 - $32.5
|
1
$31.2
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 2.6% |
$54.4 - $64.9
|
75
$2.34K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 10.0% |
$54.4 - $64.9
|
18
$561
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 15.79% |
$489 - $584
|
96
$2.99K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 2.65% |
$571 - $681
|
770
$24K
|