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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-70- 9.79% |
$1.84K - $2.17K
|
645
$18.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$7.88K - $9.28K
|
300
$8.78K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.8KClosed |
$193K - $255K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-298- 4.07% |
$8.48K - $11.2K
|
7.02K
$205K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.05KNew |
$86.9K - $115K
|
3.05K
$89.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$3.41K - $4.5K
|
120
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.23K- 97.79% |
$91.9K - $121K
|
73
$2.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$28.5 - $37.5
|
177
$5.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.17% |
$398 - $525
|
8.4K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
550New |
$15.6K - $20.6K
|
550
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.46% |
$56.9 - $75
|
434
$12.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
$22K - $29.1K
|
775
$22.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25KNew |
$35.6K - $46.9K
|
1.25K
$36.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-250- 38.46% |
$7.11K - $9.38K
|
400
$11.7K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
36New |
$1.02K - $1.35K
|
36
$1.05K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-22.4K- 71.84% |
$637K - $839K
|
8.77K
$257K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.37K+ 5.81% |
$124K - $164K
|
79.5K
$2.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
752+ 2.88% |
$21.4K - $28.2K
|
26.9K
$787K
|
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-21.6K- 33.9% |
$613K - $808K
|
42K
$1.23M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48New |
$1.57K - $1.94K
|
48
$1.4K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-115Closed |
$3.76K - $4.65K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 10.07% |
$39.8K - $49.2K
|
10.9K
$318K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-125Closed |
$4.08K - $5.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-93- 1.49% |
$3.04K - $3.76K
|
6.14K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-829Closed |
$27.1K - $33.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.6KClosed |
$672K - $831K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.8KClosed |
$484K - $598K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
746+ 7.42% |
$24.4K - $30.1K
|
10.8K
$316K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-31.7K- 54.3% |
$1.04M - $1.28M
|
26.7K
$781K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-87.9KClosed |
$2.87M - $3.55M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.2K- 26.75% |
$71.9K - $88.9K
|
6.03K
$176K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
822New |
$26.8K - $33.2K
|
822
$24K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
67+ 0.63% |
$2.19K - $2.71K
|
10.7K
$314K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-238Closed |
$7.77K - $9.62K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-29.8KClosed |
$974K - $1.21M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-42Closed |
$1.37K - $1.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 1.37% |
$3.14K - $3.88K
|
6.93K
$203K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-375Closed |
$12.2K - $15.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-46.1KClosed |
$1.51M - $1.86M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.56KClosed |
$214K - $265K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.94K- 51.73% |
$194K - $240K
|
5.55K
$162K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-294Closed |
$9.6K - $11.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-169Closed |
$5.52K - $6.83K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-15.3KClosed |
$499K - $617K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-101KClosed |
$3.31M - $4.1M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 9.8% |
$163 - $202
|
46
$1.35K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-6.01KClosed |
$196K - $243K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.29K- 19.69% |
$107K - $133K
|
13.4K
$393K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
16New |
$523 - $647
|
16
$468
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-87Closed |
$2.84K - $3.52K
|
0
$0
|
|