Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16.3KNew |
$715K - $795K
|
16.3K
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.3KNew |
$714K - $794K
|
16.3K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$691K - $768K
|
15.8K
$667K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.2KNew |
$667K - $742K
|
15.2K
$644K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14.7KNew |
$645K - $717K
|
14.7K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13.7KNew |
$603K - $670K
|
13.7K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6K+ 28.25% |
$595K - $662K
|
61.6K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 73.56% |
$591K - $657K
|
31.8K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13.5K+ 11.05% |
$591K - $657K
|
135K
$5.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.4KNew |
$586K - $652K
|
13.4K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.4KNew |
$585K - $651K
|
13.4K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
12.9K+ 24.98% |
$564K - $628K
|
64.4K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12.1KNew |
$530K - $589K
|
12.1K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.8KNew |
$516K - $574K
|
11.8K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
11.8K+ 93.27% |
$516K - $573K
|
24.4K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
11.1K+ 9.39% |
$486K - $540K
|
129K
$5.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.7KNew |
$469K - $521K
|
10.7K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
10.6KNew |
$466K - $518K
|
10.6K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
10.6K+ 169.79% |
$466K - $518K
|
16.9K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
10.5KNew |
$462K - $514K
|
10.5K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 80.86% |
$461K - $513K
|
23.5K
$996K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10.4K+ 6.15% |
$456K - $507K
|
179K
$7.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 7.83% |
$455K - $506K
|
143K
$6.05M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.2K+ 35.2% |
$447K - $497K
|
39.2K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.91KNew |
$434K - $483K
|
9.91K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9.79K+ 7.92% |
$429K - $477K
|
133K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.46KNew |
$415K - $461K
|
9.46K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.41KNew |
$412K - $459K
|
9.41K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.33KNew |
$409K - $455K
|
9.33K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.32K+ 10.48% |
$409K - $454K
|
98.2K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.92K+ 4.33% |
$391K - $435K
|
215K
$9.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.71K+ 57.24% |
$382K - $425K
|
23.9K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.63KNew |
$378K - $421K
|
8.63K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.52K+ 38.14% |
$374K - $416K
|
30.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.5K+ 157.86% |
$373K - $414K
|
13.9K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
8.3KNew |
$364K - $405K
|
8.3K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8K+ 13.83% |
$351K - $390K
|
65.9K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 7.86% |
$345K - $384K
|
108K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.58KNew |
$332K - $369K
|
7.58K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.28K+ 14.16% |
$319K - $355K
|
58.6K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.17KNew |
$314K - $350K
|
7.17K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.93KNew |
$304K - $338K
|
6.93K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.9K+ 50.81% |
$302K - $336K
|
20.5K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.76K+ 6.07% |
$296K - $329K
|
118K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$284K - $316K
|
6.47K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.23K+ 50.23% |
$273K - $304K
|
18.6K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.19KNew |
$272K - $302K
|
6.19K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.03K+ 12.27% |
$264K - $294K
|
55.2K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02KNew |
$264K - $294K
|
6.02K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.69KNew |
$249K - $277K
|
5.69K
$241K
|