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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-14.2K- 72.64% |
$520K - $650K
|
5.35K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.9K- 46.98% |
$547K - $683K
|
16.9K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15.2K- 28.91% |
$556K - $694K
|
37.3K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-15.5K- 64.96% |
$569K - $711K
|
8.38K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.6K- 17.29% |
$572K - $714K
|
74.6K
$2.87M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-16.6K- 36.68% |
$607K - $758K
|
28.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-16.7K- 48.3% |
$612K - $765K
|
17.9K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-17K- 15.78% |
$624K - $779K
|
90.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-17.6K- 16.9% |
$644K - $804K
|
86.4K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.9K- 32.5% |
$657K - $821K
|
37.2K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 4.49% |
$666K - $832K
|
387K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.4K- 75.53% |
$676K - $844K
|
5.97K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-18.6K- 8.63% |
$683K - $853K
|
197K
$7.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.9K- 23.28% |
$691K - $863K
|
62.1K
$2.39M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19K- 25.73% |
$698K - $872K
|
55K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-19.4K- 5.92% |
$709K - $886K
|
308K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-19.4K- 48.42% |
$711K - $888K
|
20.7K
$794K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-19.8K- 65.51% |
$726K - $906K
|
10.4K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21K- 31.84% |
$769K - $960K
|
44.9K
$1.73M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-21KClosed |
$769K - $961K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-21.4K- 65.64% |
$784K - $979K
|
11.2K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.8K- 63.89% |
$800K - $1M
|
12.3K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-22.3K- 31.3% |
$816K - $1.02M
|
48.9K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-22.8K- 30.29% |
$837K - $1.05M
|
52.6K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-23.5K- 20.58% |
$860K - $1.07M
|
90.6K
$3.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-25.5K- 10.06% |
$934K - $1.17M
|
228K
$8.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-25.7K- 12.0% |
$942K - $1.18M
|
188K
$7.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-25.8K- 48.15% |
$946K - $1.18M
|
27.8K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-27.1K- 69.17% |
$992K - $1.24M
|
12.1K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-27.5K- 69.13% |
$1.01M - $1.26M
|
12.3K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.7KClosed |
$1.01M - $1.27M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-28.1K- 52.14% |
$1.03M - $1.28M
|
25.8K
$991K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-29K- 24.61% |
$1.06M - $1.33M
|
88.9K
$3.42M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-31.4K- 99.81% |
$1.15M - $1.43M
|
60
$2.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-31.6K- 76.27% |
$1.16M - $1.45M
|
9.85K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32K- 40.58% |
$1.17M - $1.47M
|
46.9K
$1.8M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-32.4KClosed |
$1.19M - $1.48M
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33.2K- 26.19% |
$1.22M - $1.52M
|
93.6K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34.9K- 23.51% |
$1.28M - $1.59M
|
113K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-35.5K- 39.41% |
$1.3M - $1.62M
|
54.6K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-36.1K- 82.88% |
$1.32M - $1.65M
|
7.45K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-36.2K- 99.98% |
$1.33M - $1.66M
|
6
$231
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-36.9K- 60.21% |
$1.35M - $1.69M
|
24.4K
$938K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-38.6K- 27.01% |
$1.41M - $1.76M
|
104K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-38.6K- 31.17% |
$1.42M - $1.77M
|
85.3K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42.6K- 4.57% |
$1.56M - $1.95M
|
889K
$34.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.7K- 61.78% |
$1.56M - $1.95M
|
26.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.2K- 4.43% |
$1.62M - $2.02M
|
954K
$36.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-47K- 86.4% |
$1.72M - $2.15M
|
7.4K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-54.2K- 51.64% |
$1.99M - $2.48M
|
50.7K
$1.95M
|