Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69.1KNew |
$2.03M - $2.25M
|
69.1K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
47.6KNew |
$1.4M - $1.55M
|
47.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 32.41% |
$1.25M - $1.39M
|
174K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
25.8K+ 50.72% |
$756K - $840K
|
76.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 49.59% |
$659K - $732K
|
67.7K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3K+ 20.59% |
$566K - $630K
|
113K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.4KNew |
$510K - $567K
|
17.4K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13.6KNew |
$398K - $443K
|
13.6K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 15.04% |
$365K - $406K
|
95.1K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 103.08% |
$296K - $329K
|
19.9K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.91KNew |
$291K - $323K
|
9.91K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.55KNew |
$251K - $279K
|
8.55K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.7K+ 14.58% |
$167K - $186K
|
44.8K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.61K+ 8.02% |
$165K - $183K
|
75.6K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32K+ 717.71% |
$97.5K - $108K
|
3.79K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.05KNew |
$89.4K - $99.4K
|
3.05K
$95.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.85K+ 0.69% |
$83.7K - $93K
|
416K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.61K+ 16.93% |
$47.2K - $52.5K
|
11.1K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.11K+ 5.54% |
$32.4K - $36K
|
21.1K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
302New |
$8.86K - $9.85K
|
302
$9.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
214New |
$6.28K - $6.98K
|
214
$6.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
207+ 26.44% |
$6.07K - $6.75K
|
990
$31.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$5.87K - $6.52K
|
200
$6.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
149+ 480.65% |
$4.37K - $4.86K
|
180
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135+ 0.67% |
$3.96K - $4.4K
|
20.4K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109+ 778.57% |
$3.2K - $3.55K
|
123
$3.86K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 0.72% |
$2.58K - $2.87K
|
12.3K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 23.73% |
$2.2K - $2.45K
|
391
$12.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 1.74% |
$2.05K - $2.28K
|
4.08K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
68New |
$2K - $2.22K
|
68
$2.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
42New |
$1.23K - $1.37K
|
42
$1.32K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 933.33% |
$822 - $913
|
31
$973
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16+ 0.15% |
$469 - $522
|
10.8K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13New |
$381 - $424
|
13
$408
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$323 - $359
|
11
$345
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9+ 6.43% |
$264 - $293
|
149
$4.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 35.0% |
$205 - $228
|
27
$848
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.9% |
$176 - $196
|
669
$21K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
6New |
$176 - $196
|
6
$188
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.41% |
$147 - $163
|
1.22K
$38.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 2.25% |
$147 - $163
|
227
$7.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.44% |
$88 - $97.8
|
687
$21.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.35% |
$29.3 - $32.6
|
286
$8.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.26% |
$58.7 - $65.2
|
768
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 8.63% |
$704 - $783
|
254
$7.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-27- 7.5% |
$792 - $880
|
333
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-97- 0.72% |
$2.85K - $3.16K
|
13.3K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-139- 8.48% |
$4.08K - $4.53K
|
1.5K
$47.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-152- 12.03% |
$4.46K - $4.96K
|
1.11K
$34.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-183- 3.07% |
$5.37K - $5.97K
|
5.77K
$181K
|