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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$459 - $569
|
19
$608
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14New |
$339 - $419
|
14
$448
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$314 - $389
|
13
$416
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$290 - $359
|
12
$384
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$24.2 - $29.9
|
1.81K
$58K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 25.0% |
$96.7 - $120
|
12
$384
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-19- 48.72% |
$459 - $569
|
20
$640
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-19- 48.72% |
$459 - $569
|
20
$640
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-101- 27.08% |
$2.44K - $3.02K
|
272
$8.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-200- 1.85% |
$4.84K - $5.99K
|
10.6K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-202- 23.35% |
$4.88K - $6.05K
|
663
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-303- 1.18% |
$7.33K - $9.07K
|
25.4K
$814K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-311- 85.67% |
$7.52K - $9.31K
|
52
$1.67K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-328- 99.7% |
$7.93K - $9.82K
|
1
$32
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-455- 84.89% |
$11K - $13.6K
|
81
$2.59K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-488- 38.73% |
$11.8K - $14.6K
|
772
$24.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-588- 4.56% |
$14.2K - $17.6K
|
12.3K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-595- 4.78% |
$14.4K - $17.8K
|
11.9K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-616- 32.96% |
$14.9K - $18.4K
|
1.25K
$40.1K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-681- 97.01% |
$16.5K - $20.4K
|
21
$672
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-699- 94.97% |
$16.9K - $20.9K
|
37
$1.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-704- 79.55% |
$17K - $21.1K
|
181
$5.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-721- 0.37% |
$17.4K - $21.6K
|
194K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 58.04% |
$31.4K - $38.9K
|
940
$30.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.72K- 5.53% |
$41.5K - $51.4K
|
29.3K
$939K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.72K- 17.97% |
$41.6K - $51.5K
|
7.85K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 1.68% |
$50K - $61.9K
|
121K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.4K- 17.14% |
$58K - $71.8K
|
11.6K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.69K- 6.59% |
$65K - $80.4K
|
38.1K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.67K- 4.17% |
$88.7K - $110K
|
84.2K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.8K- 14.54% |
$92K - $114K
|
22.3K
$716K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.04K- 21.82% |
$97.8K - $121K
|
14.5K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.07K- 35.55% |
$98.4K - $122K
|
7.38K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 10.85% |
$98.7K - $122K
|
33.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.65K- 7.17% |
$112K - $139K
|
60.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.72K- 25.35% |
$114K - $141K
|
13.9K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.13K- 7.63% |
$124K - $154K
|
62.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.13K- 21.53% |
$124K - $154K
|
18.7K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.43K- 4.66% |
$131K - $162K
|
111K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.04K- 19.09% |
$146K - $181K
|
25.6K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 30.03% |
$288K - $356K
|
27.7K
$888K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24K- 15.82% |
$580K - $718K
|
128K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-24.9K- 66.57% |
$601K - $745K
|
12.5K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 3.11% |
$687K - $851K
|
885K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32.1K- 99.9% |
$776K - $961K
|
33
$1.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.8K- 48.18% |
$842K - $1.04M
|
37.4K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.1K- 25.12% |
$945K - $1.17M
|
116K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.2K- 10.02% |
$973K - $1.2M
|
361K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-43.3K- 44.18% |
$1.05M - $1.3M
|
54.7K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-47.8K- 11.83% |
$1.16M - $1.43M
|
356K
$11.4M
|