Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Pacer Us Small Ca (CALF)
This table provides information about the institutional ownership of Pacer Fds Tr Pacer Us Small Ca (CALF) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR PACER US SMALL CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.5K+ 16.93% |
$1.12M - $1.3M
|
217K
$9.59M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.8K+ 26.16% |
$1.09M - $1.27M
|
149K
$6.55M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30KNew |
$1.07M - $1.24M
|
30K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.2K+ 17.51% |
$968K - $1.13M
|
183K
$8.06M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.2KNew |
$896K - $1.04M
|
25.2K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.2K+ 278.82% |
$896K - $1.04M
|
34.2K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.2KNew |
$859K - $1M
|
24.2K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.2K+ 219.43% |
$790K - $919K
|
32.3K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.2K+ 81.24% |
$789K - $918K
|
49.5K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
21.6KNew |
$769K - $895K
|
21.6K
$954K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.3KNew |
$759K - $883K
|
21.3K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1K+ 17.04% |
$750K - $873K
|
145K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7KNew |
$736K - $857K
|
20.7K
$913K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.3KNew |
$720K - $838K
|
20.3K
$893K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
20KNew |
$711K - $827K
|
20K
$882K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2K+ 25.08% |
$647K - $753K
|
90.7K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 1242.01% |
$575K - $669K
|
17.5K
$771K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15K+ 132.33% |
$534K - $621K
|
26.4K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.9K+ 60.01% |
$494K - $575K
|
37.1K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.5K+ 160.96% |
$479K - $558K
|
21.9K
$965K
|
|
|
Apr 03, 2023
Q1 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
13.5KNew |
$478K - $556K
|
13.5K
$593K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.9K+ 5.57% |
$457K - $532K
|
244K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 48.0% |
$439K - $511K
|
38.1K
$1.68M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 48.0% |
$439K - $511K
|
38.1K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.8KNew |
$420K - $488K
|
11.8K
$521K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$380K - $442K
|
10.7K
$471K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.2KNew |
$364K - $424K
|
10.2K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.74KNew |
$346K - $403K
|
9.74K
$430K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.43K+ 24.29% |
$335K - $390K
|
48.3K
$2.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.4K+ 88.68% |
$334K - $389K
|
20K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.36KNew |
$333K - $387K
|
9.36K
$413K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.02KNew |
$321K - $373K
|
9.02K
$398K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
9.02K+ 24.08% |
$321K - $373K
|
46.5K
$2.05M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.73K+ 3.97% |
$310K - $361K
|
229K
$10.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.39K+ 25.16% |
$298K - $347K
|
41.8K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.24K+ 25.07% |
$293K - $341K
|
41.1K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.94KNew |
$282K - $328K
|
7.94K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.77K+ 68.73% |
$276K - $321K
|
19.1K
$841K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.66K+ 9.84% |
$272K - $317K
|
85.6K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.62KNew |
$271K - $315K
|
7.62K
$336K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.57KNew |
$269K - $313K
|
7.57K
$334K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
7.56KNew |
$269K - $313K
|
7.56K
$333K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.4KNew |
$263K - $306K
|
7.4K
$326K
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
7.14K+ 1.75% |
$254K - $295K
|
414K
$18.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.66K+ 19.6% |
$237K - $276K
|
40.7K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.38KNew |
$227K - $264K
|
6.38K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.31K+ 23.32% |
$224K - $261K
|
33.4K
$1.47M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.14K+ 5.21% |
$218K - $254K
|
124K
$5.47M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6KNew |
$213K - $248K
|
6K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.58KNew |
$198K - $231K
|
5.58K
$246K
|