Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.65K+ 28.21% |
$202K - $230K
|
25.7K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.6KNew |
$200K - $228K
|
5.6K
$248K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.55KNew |
$199K - $226K
|
5.55K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.29K+ 5.33% |
$189K - $215K
|
104K
$4.62M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
5.29KNew |
$189K - $215K
|
5.29K
$234K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.21KNew |
$187K - $212K
|
5.21K
$231K
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
5.11K+ 2.62% |
$183K - $208K
|
200K
$8.87M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.08KNew |
$182K - $207K
|
5.08K
$225K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.06KNew |
$181K - $206K
|
5.06K
$224K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.03K+ 13.44% |
$180K - $205K
|
42.5K
$1.88M
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$179K - $204K
|
5K
$221K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.98K+ 10.32% |
$178K - $203K
|
53.2K
$2.36M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.81K+ 22.56% |
$172K - $196K
|
26.2K
$1.16M
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.4K+ 43.46% |
$158K - $179K
|
14.5K
$643K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
4K+ 37.41% |
$143K - $163K
|
14.7K
$650K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.99K+ 75.97% |
$143K - $163K
|
9.25K
$409K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.86K+ 32.71% |
$138K - $157K
|
15.7K
$694K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.86K+ 41.23% |
$138K - $157K
|
13.2K
$585K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.47K+ 31.95% |
$124K - $141K
|
14.3K
$635K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.4K+ 161.51% |
$122K - $138K
|
5.5K
$243K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 4.48% |
$115K - $131K
|
74.8K
$3.31M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.87KNew |
$103K - $117K
|
2.87K
$127K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.72K+ 27.64% |
$97.5K - $111K
|
12.6K
$557K
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.53K+ 5.24% |
$90.6K - $103K
|
50.8K
$2.25M
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.47K+ 10.22% |
$88.6K - $101K
|
26.7K
$1.18M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.3K+ 6.2% |
$82.3K - $93.5K
|
39.4K
$1.74M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.19K+ 6.56% |
$78.4K - $89.1K
|
35.5K
$1.57M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.19K+ 34.28% |
$78.4K - $89.1K
|
8.57K
$379K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 29.04% |
$73.9K - $84K
|
9.17K
$406K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.01K+ 2.34% |
$71.9K - $81.8K
|
87.7K
$3.88M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$67.3K - $76.4K
|
1.88K
$83.1K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.83K+ 3.14% |
$65.6K - $74.5K
|
60.1K
$2.66M
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.76K+ 4.02% |
$63.1K - $71.8K
|
45.6K
$2.02M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.64K+ 42.37% |
$58.7K - $66.7K
|
5.51K
$244K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.38KNew |
$49.3K - $56.1K
|
1.38K
$61K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.25K+ 6.57% |
$44.9K - $51K
|
20.3K
$899K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24KNew |
$44.3K - $50.3K
|
1.24K
$54.7K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18KNew |
$42.3K - $48.1K
|
1.18K
$52.3K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11K+ 9.99% |
$39.9K - $45.3K
|
12.3K
$542K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.09K+ 14.43% |
$39.1K - $44.5K
|
8.67K
$384K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.08K+ 24.38% |
$38.7K - $44K
|
5.51K
$244K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.07K+ 9.89% |
$38.1K - $43.3K
|
11.8K
$524K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.06K+ 16.87% |
$38K - $43.2K
|
7.36K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
991+ 1.1% |
$35.5K - $40.3K
|
91.1K
$4.03M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
977New |
$35K - $39.8K
|
977
$43.2K
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
950+ 17.97% |
$34K - $38.7K
|
6.24K
$276K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
935+ 17.99% |
$33.5K - $38.1K
|
6.13K
$271K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
840New |
$30.1K - $34.2K
|
840
$37.2K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
720+ 7.7% |
$25.8K - $29.3K
|
10.1K
$446K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$25.1K - $28.5K
|
700
$31K
|