Purchases and Sales Made in Q3 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-19- 0.46% |
$578 - $639
|
4.09K
$120K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 20.71% |
$1.06K - $1.18K
|
134
$3.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-81- 17.42% |
$2.46K - $2.72K
|
384
$11.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-92- 28.57% |
$2.8K - $3.09K
|
230
$6.73K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-100- 80.0% |
$3.04K - $3.36K
|
25
$731
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-178- 37.79% |
$5.41K - $5.98K
|
293
$8.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 5.72% |
$9.12K - $10.1K
|
4.95K
$145K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-396- 19.2% |
$12K - $13.3K
|
1.67K
$48.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-413- 2.82% |
$12.6K - $13.9K
|
14.3K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-619- 28.16% |
$18.8K - $20.8K
|
1.58K
$46.2K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-627- 1.64% |
$19.1K - $21.1K
|
37.7K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-678- 1.71% |
$20.6K - $22.8K
|
38.9K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-704- 1.9% |
$21.4K - $23.7K
|
36.3K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-800- 9.36% |
$24.3K - $26.9K
|
7.75K
$227K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-848- 10.41% |
$25.8K - $28.5K
|
7.3K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-871- 5.35% |
$26.5K - $29.3K
|
15.4K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.39K- 3.41% |
$72.7K - $80.5K
|
67.8K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.32K- 5.13% |
$101K - $112K
|
61.4K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.77K- 8.35% |
$114K - $127K
|
41.3K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 14.8% |
$134K - $148K
|
25.4K
$743K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.21K- 8.0% |
$158K - $175K
|
59.9K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.11K- 19.68% |
$216K - $239K
|
29K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 2.33% |
$459K - $508K
|
634K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 11.06% |
$491K - $543K
|
130K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.4K- 46.62% |
$558K - $617K
|
21K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.5K- 10.82% |
$593K - $656K
|
161K
$4.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 5.36% |
$739K - $817K
|
429K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-24.6K- 16.87% |
$749K - $828K
|
121K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.7K- 3.45% |
$1.3M - $1.44M
|
1.2M
$35M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.4K- 73.89% |
$1.65M - $1.83M
|
19.2K
$562K
|
|