Purchases and Sales Made in Q4 2021 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
329KNew |
$12.6M - $14.2M
|
329K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
135K+ 5.33% |
$5.14M - $5.82M
|
2.66M
$82.8M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130K+ 5.57% |
$4.95M - $5.61M
|
2.46M
$76.6M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
106KNew |
$4.03M - $4.57M
|
106K
$3.29M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
103KNew |
$3.93M - $4.45M
|
103K
$3.2M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
89.9KNew |
$3.43M - $3.89M
|
89.9K
$2.8M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.5K+ 11.57% |
$3.19M - $3.61M
|
805K
$25.1M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
72.9KNew |
$2.78M - $3.16M
|
72.9K
$2.27M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72.7KNew |
$2.78M - $3.15M
|
72.7K
$2.26M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.1KNew |
$1.91M - $2.17M
|
50.1K
$1.56M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
46.4K+ 368.63% |
$1.77M - $2.01M
|
59K
$1.84M
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
39.9KNew |
$1.52M - $1.73M
|
39.9K
$1.24M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.7K+ 5.45% |
$1.48M - $1.67M
|
749K
$23.3M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.1K+ 363.22% |
$1.3M - $1.48M
|
43.5K
$1.35M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.8K+ 16.4% |
$1.29M - $1.46M
|
240K
$7.48M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 24.22% |
$1.28M - $1.45M
|
172K
$5.37M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.2K+ 110.05% |
$1.23M - $1.39M
|
61.5K
$1.92M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31.9K+ 12.43% |
$1.22M - $1.38M
|
289K
$8.99M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
27.4K+ 12.2% |
$1.05M - $1.19M
|
252K
$7.86M
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$804K - $912K
|
21.1K
$656K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 30.05% |
$641K - $726K
|
72.6K
$2.26M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.6K+ 2.86% |
$636K - $720K
|
598K
$18.6M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$576K - $653K
|
15.1K
$470K
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.5KNew |
$555K - $629K
|
14.5K
$453K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 12.93% |
$469K - $532K
|
107K
$3.34M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.6K+ 16.44% |
$406K - $460K
|
75.2K
$2.34M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.84K+ 31.15% |
$376K - $426K
|
41.4K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.53K+ 4.28% |
$364K - $412K
|
232K
$7.23M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.26K+ 16.14% |
$354K - $401K
|
66.6K
$2.08M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.21K+ 7.99% |
$313K - $355K
|
111K
$3.46M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.86K+ 68.32% |
$262K - $297K
|
16.9K
$527K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.82KNew |
$261K - $295K
|
6.82K
$213K
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.65K+ 26.62% |
$254K - $288K
|
31.6K
$986K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.58K+ 2.74% |
$251K - $285K
|
247K
$7.69M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.53K+ 15.02% |
$249K - $282K
|
50K
$1.56M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.05KNew |
$231K - $262K
|
6.05K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
5.74KNew |
$219K - $249K
|
5.74K
$179K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.4KNew |
$206K - $234K
|
5.4K
$168K
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
5.38KNew |
$205K - $233K
|
5.38K
$167K
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$204K - $231K
|
5.33K
$166K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32K+ 2.06% |
$203K - $230K
|
264K
$8.22M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.07K+ 31.63% |
$194K - $219K
|
21.1K
$657K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.05KNew |
$193K - $219K
|
5.05K
$157K
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.81KNew |
$184K - $208K
|
4.81K
$150K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 42.67% |
$181K - $205K
|
15.8K
$492K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.63KNew |
$177K - $200K
|
4.63K
$144K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$177K - $200K
|
4.63K
$144K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.52K+ 35.01% |
$173K - $196K
|
17.4K
$543K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.87K+ 15.39% |
$148K - $168K
|
29K
$905K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.56K+ 4.81% |
$136K - $154K
|
77.7K
$2.42M
|