Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.19K+ 2.59% |
$43.5K - $54.4K
|
47.1K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.1K+ 2.16% |
$40.2K - $50.2K
|
51.8K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.05K+ 10.0% |
$38.6K - $48.2K
|
11.6K
$445K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
1.05K+ 2.55% |
$38.4K - $47.9K
|
42.1K
$1.62M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.04K+ 0.23% |
$38.1K - $47.6K
|
455K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
979+ 8.42% |
$35.9K - $44.8K
|
12.6K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
917+ 377.37% |
$33.6K - $42K
|
1.16K
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
910+ 1.39% |
$33.3K - $41.6K
|
66.5K
$2.56M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
887+ 20.25% |
$32.5K - $40.6K
|
5.27K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
847+ 2.09% |
$31K - $38.8K
|
41.3K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
834+ 14.22% |
$30.6K - $38.2K
|
6.7K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
819+ 7.57% |
$30K - $37.5K
|
11.6K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
783+ 2.44% |
$28.7K - $35.8K
|
32.9K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
709+ 110.78% |
$26K - $32.4K
|
1.35K
$51.9K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
621+ 1.01% |
$22.8K - $28.4K
|
62.2K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
615+ 0.21% |
$22.5K - $28.1K
|
295K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
609+ 1.45% |
$22.3K - $27.9K
|
42.6K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
552+ 7.81% |
$20.2K - $25.3K
|
7.62K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
549+ 6.62% |
$20.1K - $25.1K
|
8.85K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
530+ 4.46% |
$19.4K - $24.3K
|
12.4K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$18.3K - $22.9K
|
500
$19.2K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500+ 10.75% |
$18.3K - $22.9K
|
5.15K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
410+ 0.81% |
$15K - $18.8K
|
51.3K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
377+ 1.96% |
$13.8K - $17.3K
|
19.6K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
354+ 0.96% |
$13K - $16.2K
|
37.3K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
348+ 2.51% |
$12.8K - $15.9K
|
14.2K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
327+ 41.92% |
$12K - $15K
|
1.11K
$42.6K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
259+ 4.63% |
$9.49K - $11.9K
|
5.85K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
250New |
$9.16K - $11.4K
|
250
$9.61K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
235+ 250.0% |
$8.61K - $10.8K
|
329
$12.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
177+ 0.81% |
$6.49K - $8.1K
|
22K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
174New |
$6.38K - $7.96K
|
174
$6.69K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
160+ 7.87% |
$5.86K - $7.32K
|
2.19K
$84.4K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
101+ 62.35% |
$3.7K - $4.62K
|
263
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
71+ 0.42% |
$2.6K - $3.25K
|
16.8K
$647K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
67+ 191.43% |
$2.45K - $3.07K
|
102
$3.92K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
62New |
$2.27K - $2.84K
|
62
$2.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
51+ 3.76% |
$1.87K - $2.33K
|
1.41K
$54.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
50New |
$1.83K - $2.29K
|
50
$1.92K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
50+ 0.5% |
$1.83K - $2.29K
|
10.1K
$388K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
42+ 0.01% |
$1.54K - $1.92K
|
346K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
32+ 1.46% |
$1.17K - $1.46K
|
2.23K
$85.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30+ 0.11% |
$1.1K - $1.37K
|
26.4K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.46% |
$953 - $1.19K
|
5.71K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.24% |
$843 - $1.05K
|
9.5K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.33% |
$73.3 - $91.5
|
602
$23.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.07% |
$73.3 - $91.5
|
2.77K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.0% |
$36.6 - $45.8
|
54K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.31% |
$36.6 - $45.8
|
323
$12.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|