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 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
287New |
$12.6K - $14K
|
287
$12.2K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
271New |
$11.9K - $13.2K
|
271
$11.5K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
258New |
$11.3K - $12.6K
|
258
$10.9K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
219+ 10950.0% |
$9.6K - $10.7K
|
221
$9.36K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
212New |
$9.29K - $10.3K
|
212
$8.98K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
208+ 1.2% |
$9.12K - $10.1K
|
17.6K
$746K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
198+ 1.86% |
$8.68K - $9.65K
|
10.8K
$458K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
187+ 0.21% |
$8.2K - $9.12K
|
90.7K
$3.84M
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
179+ 0.19% |
$7.85K - $8.73K
|
96.5K
$4.09M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
166+ 0.63% |
$7.28K - $8.09K
|
26.6K
$1.13M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
162New |
$7.1K - $7.9K
|
162
$6.86K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
155+ 3.46% |
$6.8K - $7.56K
|
4.63K
$196K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
151New |
$6.62K - $7.36K
|
151
$6.4K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
146+ 2.71% |
$6.4K - $7.12K
|
5.52K
$234K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
129New |
$5.66K - $6.29K
|
129
$5.46K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
122+ 0.89% |
$5.35K - $5.95K
|
13.8K
$583K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 1.36% |
$4.38K - $4.88K
|
7.44K
$315K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
98New |
$4.3K - $4.78K
|
98
$4.15K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
92New |
$4.03K - $4.49K
|
92
$3.9K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
63+ 6.31% |
$2.76K - $3.07K
|
1.06K
$44.9K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 5.11% |
$2.67K - $2.97K
|
1.25K
$53.1K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 0.81% |
$1.97K - $2.19K
|
5.59K
$237K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 37.0% |
$1.62K - $1.8K
|
137
$5.8K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
32+ 0.32% |
$1.4K - $1.56K
|
10K
$425K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29+ 0.32% |
$1.27K - $1.41K
|
9.03K
$382K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$526 - $585
|
8.46K
$358K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.35% |
$307 - $341
|
2.03K
$86.2K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.18% |
$219 - $244
|
2.77K
$117K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2+ 0.41% |
$87.7 - $97.5
|
486
$20.6K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.84% |
$43.8 - $48.8
|
120
$5.08K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 1.08% |
$43.8 - $48.8
|
94
$3.98K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$43.8 - $48.8
|
960
$40.7K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.43% |
$175 - $195
|
276
$11.7K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.25% |
$658 - $731
|
6.08K
$257K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21- 0.28% |
$921 - $1.02K
|
7.39K
$313K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-23- 24.47% |
$1.01K - $1.12K
|
71
$3.01K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 3.27% |
$1.05K - $1.17K
|
711
$30.1K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-52- 12.18% |
$2.28K - $2.54K
|
375
$15.9K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-63- 0.13% |
$2.76K - $3.07K
|
49.8K
$2.11M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 0.49% |
$3.24K - $3.61K
|
15.1K
$638K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-76- 2.27% |
$3.33K - $3.71K
|
3.27K
$138K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-85- 5.9% |
$3.73K - $4.14K
|
1.36K
$57.4K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-138- 2.88% |
$6.05K - $6.73K
|
4.65K
$197K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.43% |
$6.75K - $7.51K
|
35.5K
$1.51M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-159- 0.49% |
$6.97K - $7.75K
|
32.1K
$1.36M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-176- 49.03% |
$7.72K - $8.58K
|
183
$7.75K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-205- 15.43% |
$8.99K - $10K
|
1.12K
$47.6K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-215- 1.8% |
$9.43K - $10.5K
|
11.7K
$497K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-255- 1.46% |
$11.2K - $12.4K
|
17.2K
$729K
|