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 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
50.8KNew |
$1.38M - $1.65M
|
50.8K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.4KNew |
$365K - $436K
|
13.4K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
12.1K+ 22.45% |
$328K - $392K
|
65.9K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9.04K+ 6.07% |
$246K - $293K
|
158K
$4.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.56KNew |
$178K - $213K
|
6.56K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.32K+ 3.44% |
$63.1K - $75.3K
|
69.7K
$2.18M
|
|
|
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
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 473.11% |
$27.3K - $32.5K
|
1.22K
$38K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
592+ 0.79% |
$16.1K - $19.2K
|
75.6K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
489+ 4.18% |
$13.3K - $15.9K
|
12.2K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
261+ 2.85% |
$7.1K - $8.47K
|
9.43K
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
207+ 0.45% |
$5.63K - $6.72K
|
46.4K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
77+ 0.82% |
$2.09K - $2.5K
|
9.51K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
33+ 0.83% |
$897 - $1.07K
|
4.01K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
15New |
$408 - $487
|
15
$469
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12New |
$326 - $389
|
12
$375
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.88% |
$299 - $357
|
1.26K
$39.5K
|
|
|
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
$6.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.36% |
$27.2 - $32.5
|
278
$8.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 10.0% |
$54.4 - $64.9
|
18
$562
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 2.65% |
$571 - $681
|
770
$24.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 11.36% |
$1.09K - $1.3K
|
312
$9.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-292- 48.03% |
$7.94K - $9.48K
|
316
$9.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-405- 3.46% |
$11K - $13.1K
|
11.3K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 71.43% |
$13.6K - $16.2K
|
200
$6.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-591- 0.84% |
$16.1K - $19.2K
|
70K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-611- 43.83% |
$16.6K - $19.8K
|
783
$24.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-915- 0.25% |
$24.9K - $29.7K
|
366K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-993- 4.7% |
$27K - $32.2K
|
20.1K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11K- 3.9% |
$139K - $166K
|
126K
$3.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15K- 58.02% |
$408K - $487K
|
10.9K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.1K- 76.75% |
$1.66M - $1.98M
|
18.5K
$579K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.9K- 52.05% |
$1.76M - $2.11M
|
59.8K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-69.9K- 63.63% |
$1.9M - $2.27M
|
40K
$1.25M
|