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 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4.85K- 7.98% |
$178K - $222K
|
56K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.95K- 7.29% |
$181K - $227K
|
63K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.06K- 18.69% |
$185K - $231K
|
22K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 3.54% |
$188K - $235K
|
140K
$5.38M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.34K- 49.39% |
$196K - $244K
|
5.47K
$210K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.5K- 17.81% |
$201K - $252K
|
25.4K
$975K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.58K- 13.5% |
$204K - $255K
|
35.7K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.87K- 31.63% |
$215K - $268K
|
12.7K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.9K- 10.29% |
$216K - $270K
|
51.4K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.93K- 1.63% |
$217K - $271K
|
357K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.94K- 9.99% |
$217K - $272K
|
53.5K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.15K- 26.23% |
$225K - $281K
|
17.3K
$665K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.34K- 50.0% |
$232K - $290K
|
6.34K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.36K- 33.53% |
$233K - $291K
|
12.6K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.37K- 21.56% |
$233K - $292K
|
23.2K
$891K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.52K- 20.95% |
$239K - $298K
|
24.6K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 31.46% |
$253K - $317K
|
15.1K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.96K- 23.24% |
$255K - $318K
|
23K
$884K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-7.19K- 8.95% |
$264K - $329K
|
73.2K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.9K- 32.04% |
$289K - $361K
|
16.7K
$644K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.97K- 59.56% |
$292K - $365K
|
5.41K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.17K- 22.98% |
$299K - $374K
|
27.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8.45K- 61.51% |
$310K - $387K
|
5.29K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-8.68K- 51.45% |
$318K - $397K
|
8.2K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.96K- 57.38% |
$328K - $410K
|
6.66K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.15K- 40.45% |
$335K - $419K
|
13.5K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.32K- 16.17% |
$341K - $426K
|
48.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.41K- 11.98% |
$345K - $431K
|
69.1K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.56K- 60.68% |
$350K - $437K
|
6.19K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-9.61K- 23.23% |
$352K - $440K
|
31.8K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 8.43% |
$353K - $441K
|
105K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.1K- 33.05% |
$370K - $463K
|
20.5K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.3K- 47.36% |
$378K - $472K
|
11.5K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.8K- 7.61% |
$396K - $495K
|
131K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.1K- 17.71% |
$406K - $507K
|
51.5K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.1K- 14.21% |
$407K - $509K
|
67.1K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-11.4K- 25.95% |
$417K - $521K
|
32.5K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.5K- 61.78% |
$422K - $527K
|
7.13K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.8K- 5.75% |
$431K - $539K
|
193K
$7.42M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.9K- 37.18% |
$437K - $546K
|
20.2K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.1K- 60.71% |
$442K - $552K
|
7.81K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.1K- 70.33% |
$443K - $553K
|
5.1K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.2K- 68.58% |
$448K - $560K
|
5.6K
$215K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.7K- 53.93% |
$465K - $581K
|
10.8K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 44.63% |
$487K - $608K
|
16.5K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-13.5K- 31.51% |
$495K - $618K
|
29.4K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.5K- 32.26% |
$495K - $618K
|
28.4K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-13.8K- 64.63% |
$505K - $630K
|
7.54K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-13.9K- 24.12% |
$510K - $637K
|
43.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14K- 21.72% |
$513K - $640K
|
50.4K
$1.94M
|