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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.5K+ 214.3% |
$1.06M - $1.21M
|
40.4K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25- 96.15% |
$963 - $1.09K
|
1
$40.2
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 10.85% |
$52K - $59.1K
|
13.8K
$554K
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
53+ 0.89% |
$2.04K - $2.32K
|
5.99K
$240K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2K+ 135.11% |
$816K - $928K
|
36.9K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$716K - $815K
|
18.6K
$747K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05K+ 23.03% |
$79K - $89.8K
|
11K
$440K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.3K+ 148.88% |
$320K - $364K
|
13.9K
$557K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 2.19% |
$2.19K - $2.5K
|
2.66K
$107K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1KClosed |
$38.5K - $43.8K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 2.0% |
$77 - $87.6
|
102
$4.1K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5KNew |
$193K - $219K
|
5K
$201K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61K+ 24.97% |
$62K - $70.5K
|
8.06K
$323K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20New |
$770 - $876
|
20
$803
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.21K+ 14.94% |
$46.5K - $52.9K
|
9.3K
$374K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 7.34% |
$8.82K - $10K
|
2.89K
$116K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 24.3% |
$71.9K - $81.8K
|
9.56K
$384K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 11.11% |
$1.5K - $1.71K
|
390
$15.7K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
46.2KNew |
$1.78M - $2.02M
|
46.2K
$1.85M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 8.27% |
$1.13M - $1.28M
|
383K
$15.4M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.6KNew |
$793K - $902K
|
20.6K
$827K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 10.83% |
$106K - $121K
|
28.3K
$1.13M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 504.58% |
$1.56M - $1.77M
|
48.4K
$1.94M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
470+ 8.24% |
$18.1K - $20.6K
|
6.18K
$248K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.8KNew |
$763K - $868K
|
19.8K
$796K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.63KNew |
$294K - $334K
|
7.63K
$306K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.42KNew |
$363K - $413K
|
9.42K
$378K
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.9K+ 8.62% |
$150K - $171K
|
49.1K
$1.97M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.9KNew |
$1.69M - $1.92M
|
43.9K
$1.76M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 66.91% |
$2.05M - $2.33M
|
26.4K
$1.06M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.99KNew |
$231K - $262K
|
5.99K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 40.37% |
$429K - $488K
|
38.8K
$1.56M
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-3.3K- 3.42% |
$127K - $144K
|
93.3K
$3.75M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.18K+ 67.95% |
$277K - $314K
|
17.8K
$713K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-9.47K- 59.04% |
$365K - $415K
|
6.57K
$264K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.64K+ 1021.23% |
$256K - $291K
|
7.29K
$293K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 38.06% |
$1.14M - $1.3M
|
108K
$4.32M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.7KNew |
$450K - $512K
|
11.7K
$470K
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.74K- 5.41% |
$183K - $208K
|
83K
$3.33M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
83+ 0.5% |
$3.2K - $3.63K
|
16.8K
$674K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11KNew |
$422K - $480K
|
11K
$440K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.37% |
$1.27K - $1.44K
|
8.95K
$359K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
562+ 8.36% |
$21.6K - $24.6K
|
7.29K
$293K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.4K- 42.01% |
$1.36M - $1.61M
|
53.1K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1KNew |
$35.4K - $41.9K
|
1K
$40.2K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 67.35% |
$1.17K - $1.38K
|
16
$642
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.53KNew |
$302K - $357K
|
8.53K
$342K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.37KNew |
$261K - $309K
|
7.37K
$296K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$796K - $941K
|
22.5K
$903K
|