Purchases and Sales Made in Q4 2023 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
176KNew |
$4.26M - $5.27M
|
176K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
161K+ 114.41% |
$3.89M - $4.82M
|
302K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.2K+ 7.76% |
$2.38M - $2.94M
|
1.36M
$42.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.7K+ 7.36% |
$1.47M - $1.82M
|
885K
$27.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
52K+ 70.92% |
$1.26M - $1.56M
|
125K
$3.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.1KNew |
$1.02M - $1.26M
|
42.1K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
35.5KNew |
$859K - $1.06M
|
35.5K
$1.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
24.7KNew |
$597K - $739K
|
24.7K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 75.69% |
$567K - $702K
|
54.4K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
21.6KNew |
$522K - $646K
|
21.6K
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 49188.1% |
$500K - $619K
|
20.7K
$645K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13.4K+ 49.66% |
$324K - $401K
|
40.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1KNew |
$269K - $333K
|
11.1K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$260K - $323K
|
10.8K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10KNew |
$243K - $301K
|
10K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
9.86K+ 111.32% |
$238K - $295K
|
18.7K
$583K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.78KNew |
$237K - $293K
|
9.78K
$305K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.56KNew |
$207K - $256K
|
8.56K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.55KNew |
$207K - $256K
|
8.55K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
8KNew |
$193K - $239K
|
8K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.3KNew |
$176K - $218K
|
7.3K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.94KNew |
$168K - $208K
|
6.94K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74KNew |
$163K - $202K
|
6.74K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.71K+ 8645.45% |
$138K - $171K
|
5.77K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 43.47% |
$91.4K - $113K
|
12.5K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.53K+ 2.96% |
$85.3K - $106K
|
123K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.49K+ 10.47% |
$84.3K - $104K
|
36.8K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.84K+ 3.05% |
$44.4K - $55K
|
62.1K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.79K+ 2.72% |
$43.4K - $53.7K
|
67.7K
$2.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$38.5K - $47.7K
|
1.59K
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.55K+ 2.47% |
$37.6K - $46.5K
|
64.4K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12K+ 31.79% |
$27K - $33.5K
|
4.64K
$144K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
804New |
$19.4K - $24.1K
|
804
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
642+ 2006.25% |
$15.5K - $19.2K
|
674
$21K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
641New |
$15.5K - $19.2K
|
641
$20K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
523+ 2.15% |
$12.6K - $15.7K
|
24.9K
$775K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
287+ 4.64% |
$6.94K - $8.59K
|
6.47K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
270New |
$6.53K - $8.08K
|
270
$8.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$5.71K - $7.07K
|
236
$7.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203New |
$4.91K - $6.08K
|
203
$6.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
199+ 173.04% |
$4.81K - $5.96K
|
314
$9.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
148+ 4.03% |
$3.58K - $4.43K
|
3.82K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107+ 0.23% |
$2.59K - $3.2K
|
47.3K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
96New |
$2.32K - $2.87K
|
96
$2.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
77New |
$1.86K - $2.31K
|
77
$2.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53New |
$1.28K - $1.59K
|
53
$1.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
50+ 8.9% |
$1.21K - $1.5K
|
612
$19.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
35New |
$846 - $1.05K
|
35
$1.09K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
24+ 21.82% |
$580 - $719
|
134
$4.18K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 2.52% |
$484 - $599
|
815
$25.4K
|