Latest Institutional Transactions on Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Benchmark Data & (SRVR) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-96.4K- 6.95% |
$2.62M - $3.13M
|
1.29M
$39.3M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.39K+ 2.05% |
$92.2K - $110K
|
169K
$5.15M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
308+ 380.25% |
$8.37K - $9.99K
|
389
$11.9K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 3.7% |
$136 - $162
|
140
$4.27K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$163 - $195
|
6
$183
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.4K- 9.69% |
$799K - $954K
|
274K
$8.35M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-580- 2.74% |
$15.8K - $18.8K
|
20.6K
$627K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31New |
$843 - $1.01K
|
31
$945
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
$489 - $584
|
18
$548
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.16K- 15.7% |
$31.6K - $37.7K
|
6.24K
$190K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.06% |
$81.6 - $97.4
|
285
$8.68K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.48K+ 9.2% |
$149K - $178K
|
65K
$1.98M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.32K+ 3.44% |
$63.1K - $75.3K
|
69.7K
$2.12M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
50.8KNew |
$1.38M - $1.65M
|
50.8K
$1.55M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.36% |
$81.6 - $97.4
|
827
$25.2K
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-405- 3.46% |
$11K - $13.1K
|
11.3K
$344K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15K- 58.02% |
$408K - $487K
|
10.9K
$331K
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.4KNew |
$365K - $436K
|
13.4K
$409K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
207+ 0.45% |
$5.63K - $6.72K
|
46.4K
$1.41M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-292- 48.03% |
$7.94K - $9.48K
|
316
$9.63K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.36% |
$27.2 - $32.5
|
278
$8.47K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11K- 3.9% |
$139K - $166K
|
126K
$3.84M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
592+ 0.79% |
$16.1K - $19.2K
|
75.6K
$2.3M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 2.65% |
$571 - $681
|
770
$23.5K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.56KNew |
$178K - $213K
|
6.56K
$200K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 10.0% |
$54.4 - $64.9
|
18
$548
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
15New |
$408 - $487
|
15
$457
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-993- 4.7% |
$27K - $32.2K
|
20.1K
$613K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-69.9K- 63.63% |
$1.9M - $2.27M
|
40K
$1.22M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12New |
$326 - $389
|
12
$366
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64.9K- 52.05% |
$1.76M - $2.11M
|
59.8K
$1.82M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.1K- 76.75% |
$1.66M - $1.98M
|
18.5K
$564K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-591- 0.84% |
$16.1K - $19.2K
|
70K
$2.13M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
261+ 2.85% |
$7.1K - $8.47K
|
9.43K
$287K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.97% |
$54.4 - $64.9
|
208
$6.34K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.36K+ 4.04% |
$37K - $44.2K
|
35K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 71.43% |
$13.6K - $16.2K
|
200
$6.09K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 473.11% |
$27.3K - $32.5K
|
1.22K
$37K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 11.36% |
$1.09K - $1.3K
|
312
$9.51K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9.04K+ 6.07% |
$246K - $293K
|
158K
$4.82M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.88% |
$299 - $357
|
1.26K
$38.5K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$3.11K - $3.4K
|
120
$3.66K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-44- 93.62% |
$1.14K - $1.25K
|
3
$91.4
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
22.7K+ 100.0% |
$589K - $643K
|
45.4K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
347New |
$9K - $9.83K
|
347
$10.6K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-604- 97.73% |
$15.7K - $17.1K
|
14
$427
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16New |
$415 - $453
|
16
$488
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-31- 20.0% |
$804 - $878
|
124
$3.78K
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
28.6KNew |
$743K - $811K
|
28.6K
$872K
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
18.3KNew |
$476K - $520K
|
18.3K
$559K
|