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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
95New |
$3.63K - $4.11K
|
95
$2.96K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
84+ 1.06% |
$3.21K - $3.64K
|
8K
$249K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
54New |
$2.06K - $2.34K
|
54
$1.68K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
44+ 0.36% |
$1.68K - $1.9K
|
12.3K
$382K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$1.64K - $1.86K
|
43
$1.34K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
32New |
$1.22K - $1.38K
|
32
$997
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
32+ 0.4% |
$1.22K - $1.38K
|
7.96K
$248K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.26% |
$1.07K - $1.21K
|
10.7K
$333K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 14.37% |
$955 - $1.08K
|
199
$6.2K
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
21New |
$802 - $909
|
21
$654
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17+ 0.06% |
$649 - $736
|
29K
$904K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16New |
$611 - $692
|
16
$499
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
16+ 0.26% |
$611 - $692
|
6.11K
$190K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.13% |
$76.4 - $86.6
|
1.56K
$48.5K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$76.4 - $86.6
|
2
$62.3
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2+ 0.19% |
$76.4 - $86.6
|
1.03K
$32.2K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4- 0.01% |
$153 - $173
|
30.3K
$943K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 2.83% |
$306 - $346
|
275
$8.57K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-50Closed |
$1.91K - $2.16K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-135- 2.49% |
$5.16K - $5.84K
|
5.29K
$165K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 2.65% |
$5.23K - $5.93K
|
5.03K
$157K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-156- 48.0% |
$5.96K - $6.75K
|
169
$5.27K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-183- 1.01% |
$6.99K - $7.92K
|
17.9K
$556K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 4.39% |
$9.55K - $10.8K
|
5.45K
$170K
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-300- 2.56% |
$11.5K - $13K
|
11.4K
$356K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-309- 4.21% |
$11.8K - $13.4K
|
7.02K
$219K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-452Closed |
$17.3K - $19.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-471- 0.46% |
$18K - $20.4K
|
103K
$3.2M
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-558- 16.16% |
$21.3K - $24.2K
|
2.9K
$90.2K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-608Closed |
$23.2K - $26.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 14.2% |
$39.7K - $45K
|
6.28K
$196K
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.15K- 1.65% |
$43.9K - $49.8K
|
68.5K
$2.14M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 11.33% |
$47.7K - $54.1K
|
9.78K
$305K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.54K- 5.48% |
$58.7K - $66.5K
|
26.5K
$826K
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.7K- 23.67% |
$64.9K - $73.6K
|
5.48K
$171K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09KClosed |
$79.8K - $90.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.67K- 18.98% |
$102K - $115K
|
11.4K
$355K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.88K- 14.86% |
$110K - $125K
|
16.5K
$514K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$115K - $130K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.2K- 1.19% |
$122K - $138K
|
266K
$8.28M
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
SELL
|
- |
-3.85K- 4.36% |
$147K - $167K
|
84.5K
$2.63M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-5K- 9.1% |
$191K - $216K
|
50K
$1.56M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.16KClosed |
$197K - $223K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.02KClosed |
$230K - $261K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.1K- 22.12% |
$309K - $351K
|
28.5K
$889K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.11K- 93.61% |
$310K - $351K
|
554
$17.3K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.81KClosed |
$374K - $424K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.93K- 13.34% |
$379K - $430K
|
64.5K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$466K - $528K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.5KClosed |
$590K - $669K
|
0
$0
|