Purchases and Sales Made in Q4 2023 in Pacer Fds Tr Cfra Stovall Eql (SZNE)
This table provides information about the institutional ownership of Pacer Fds Tr Cfra Stovall Eql (SZNE) during Q4 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR CFRA-STOVALL EQL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.33K+ 16.56% |
$223K - $269K
|
51.6K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.09KNew |
$185K - $223K
|
6.09K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.28K+ 12.6% |
$99.6K - $120K
|
29.3K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.47K+ 10.21% |
$44.5K - $53.8K
|
15.8K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.56% |
$1.15K - $1.39K
|
6.78K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.24% |
$30.4 - $36.7
|
409
$15.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-150- 22.73% |
$4.55K - $5.5K
|
510
$19.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-500- 6.0% |
$15.2K - $18.3K
|
7.83K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.08K- 15.9% |
$63.2K - $76.4K
|
11K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.14K- 21.32% |
$65K - $78.6K
|
7.9K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.71K- 3.79% |
$82.2K - $99.3K
|
68.7K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.2K- 20.87% |
$97K - $117K
|
12.1K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.32K- 41.34% |
$131K - $158K
|
6.12K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.57K- 28.55% |
$199K - $241K
|
16.4K
$618K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 12.83% |
$365K - $441K
|
81.6K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.3K- 11.05% |
$403K - $487K
|
107K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-106K- 43.48% |
$3.22M - $3.9M
|
138K
$5.19M
|