Purchases and Sales Made in Q3 2024 in Pacer Fds Tr Cfra Stovall Eql (SZNE)
This table provides information about the institutional ownership of Pacer Fds Tr Cfra Stovall Eql (SZNE) during Q3 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR CFRA-STOVALL EQL .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.5K+ 53.81% |
$1.21M - $1.32M
|
95.7K
$3.63M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.6K+ 33.27% |
$383K - $417K
|
42.4K
$1.61M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8.67KNew |
$314K - $342K
|
8.67K
$329K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.04K+ 7.01% |
$291K - $317K
|
123K
$4.66M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.18KNew |
$151K - $165K
|
4.18K
$159K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.34K+ 3.23% |
$121K - $132K
|
107K
$4.06M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.33K+ 3.96% |
$84.4K - $91.8K
|
61.2K
$2.32M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
810New |
$29.3K - $31.9K
|
810
$30.7K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$18.1K - $19.7K
|
500
$19K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
376+ 422.47% |
$13.6K - $14.8K
|
465
$17.6K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.24% |
$36.2 - $39.4
|
409
$15.5K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-35- 71.43% |
$1.27K - $1.38K
|
14
$531
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55- 0.78% |
$1.99K - $2.17K
|
6.97K
$265K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-907- 13.3% |
$32.8K - $35.8K
|
5.91K
$224K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.93K- 18.64% |
$70K - $76.2K
|
8.44K
$320K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.28K- 17.62% |
$82.4K - $89.7K
|
10.6K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 70.79% |
$870K - $947K
|
9.92K
$376K
|