Latest Institutional Transactions on Pacer Fds Tr Amern Energy Inde (USAI)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Amern Energy Inde (USAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.31% |
$226 - $254
|
2.59K
$86.1K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$536K - $601K
|
19K
$630K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-190- 1.26% |
$5.37K - $6.03K
|
14.8K
$494K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.7K+ 852.99% |
$1.89M - $2.12M
|
74.5K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$56.5 - $63.4
|
2
$66.5
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.18K+ 56.09% |
$118K - $133K
|
11.6K
$387K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.59K+ 32.45% |
$73.2K - $82.2K
|
10.6K
$352K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.38KNew |
$237K - $266K
|
8.38K
$279K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13KNew |
$367K - $411K
|
13K
$431K
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-16K- 14.55% |
$453K - $509K
|
94.2K
$3.13M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 6.09% |
$62.4K - $70K
|
34K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-999- 99.9% |
$28.2K - $31.7K
|
1
$33.3
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.9K+ 10.43% |
$788K - $884K
|
295K
$9.81M
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-2.39K- 2.63% |
$67.7K - $75.9K
|
88.4K
$2.94M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.67KNew |
$189K - $212K
|
6.67K
$222K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.23K- 6.83% |
$34.7K - $39K
|
16.8K
$558K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.26KNew |
$234K - $262K
|
8.26K
$275K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
589New |
$16.7K - $18.7K
|
589
$19.6K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.3K- 43.9% |
$1.08M - $1.21M
|
48.9K
$1.63M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 1.54% |
$34K - $38.1K
|
79.3K
$2.64M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
658+ 4.5% |
$18.6K - $20.9K
|
15.3K
$508K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
137+ 1.01% |
$3.59K - $4.03K
|
13.7K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.06KNew |
$237K - $267K
|
9.06K
$301K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
377+ 650.0% |
$9.87K - $11.1K
|
435
$14.5K
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-676K- 96.53% |
$17.7M - $19.9M
|
24.3K
$807K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
11.9KNew |
$313K - $352K
|
11.9K
$397K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.3KNew |
$1.49M - $1.61M
|
59.3K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2KNew |
$50.3K - $54.4K
|
2K
$66.5K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.46KNew |
$213K - $230K
|
8.46K
$281K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10.1KNew |
$261K - $289K
|
10.1K
$334K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2KNew |
$52K - $57.5K
|
2K
$66.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10New |
$260 - $288
|
10
$333
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$290K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
141New |
N/A
|
141
$4.69K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
335+ 100.0% |
N/A
|
670
$22.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
N/A
|
150
$4.99K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12KNew |
N/A
|
12K
$399K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30.7KClosed |
N/A
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.43K- 95.02% |
N/A
|
75
$2.49K
|
|
Q1 2021 | |||||||
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.27KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-408Closed |
N/A
|
0
$0
|