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 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
612New |
$21.9K - $24.9K
|
612
$27.1K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
598New |
$21.4K - $24.3K
|
598
$26.5K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
497New |
$17.8K - $20.2K
|
497
$22K
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
491+ 3.76% |
$17.6K - $20K
|
13.5K
$600K
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
384+ 5.08% |
$13.8K - $15.6K
|
7.94K
$351K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
370+ 5.03% |
$13.2K - $15.1K
|
7.72K
$342K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
306+ 1.06% |
$11K - $12.5K
|
29.1K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
300New |
$10.7K - $12.2K
|
300
$13.3K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
289New |
$10.3K - $11.8K
|
289
$12.8K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
240+ 2.36% |
$8.59K - $9.77K
|
10.4K
$461K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$7.16K - $8.14K
|
200
$8.85K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
190New |
$6.8K - $7.73K
|
190
$8.41K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
175New |
$6.27K - $7.12K
|
175
$7.75K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170+ 142.86% |
$6.09K - $6.92K
|
289
$12.8K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
159New |
$5.69K - $6.47K
|
159
$7.04K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
127New |
$4.55K - $5.17K
|
127
$5.62K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
98+ 1.59% |
$3.51K - $3.99K
|
6.25K
$277K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
66New |
$2.36K - $2.69K
|
66
$2.92K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
47New |
$1.68K - $1.91K
|
47
$2.08K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.07% |
$215 - $244
|
8.54K
$378K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.4% |
$35.8 - $40.7
|
252
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.16% |
$35.8 - $40.7
|
87
$3.85K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20- 1.87% |
$716 - $814
|
1.05K
$46.4K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-51- 26.84% |
$1.83K - $2.08K
|
139
$6.15K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83- 25.0% |
$2.97K - $3.38K
|
249
$11K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205- 0.5% |
$7.34K - $8.34K
|
40.4K
$1.79M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-223- 2.39% |
$7.99K - $9.08K
|
9.09K
$403K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-575- 6.35% |
$20.6K - $23.4K
|
8.48K
$375K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-810- 1.97% |
$29K - $33K
|
40.3K
$1.78M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.01K- 4.54% |
$36K - $40.9K
|
21.2K
$936K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.17K- 2.86% |
$41.7K - $47.4K
|
39.6K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.4% |
$46.3K - $52.7K
|
36.8K
$1.63M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29K- 3.4% |
$46.3K - $52.7K
|
36.8K
$1.63M
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.54K- 3.32% |
$55.3K - $62.8K
|
44.9K
$1.99M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.73K- 16.9% |
$62K - $70.5K
|
8.51K
$377K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.84K- 97.87% |
$65.7K - $74.7K
|
40
$1.77K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.48K- 99.32% |
$88.9K - $101K
|
17
$752
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.76K- 4.57% |
$98.7K - $112K
|
57.6K
$2.55M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.02K- 2.44% |
$108K - $123K
|
121K
$5.35M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.73K- 21.02% |
$134K - $152K
|
14K
$620K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.98K- 6.83% |
$143K - $162K
|
54.3K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.77K- 19.72% |
$171K - $194K
|
19.4K
$858K
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.98K- 3.78% |
$178K - $203K
|
127K
$5.61M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.48K- 9.08% |
$196K - $223K
|
54.9K
$2.43M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.5K- 9.79% |
$197K - $224K
|
50.7K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5.6K- 22.22% |
$201K - $228K
|
19.6K
$867K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.31K- 56.33% |
$226K - $257K
|
4.9K
$217K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.55K- 31.73% |
$270K - $307K
|
16.3K
$719K
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.06K- 4.47% |
$324K - $369K
|
194K
$8.57M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 26.2% |
$371K - $422K
|
29.2K
$1.29M
|