Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.33M+ 48.7% |
$118M - $138M
|
10.2M
$452M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42M+ 453.99% |
$50.6M - $58.9M
|
1.74M
$77.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
982K+ 2120.25% |
$34.9M - $40.6M
|
1.03M
$45.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
583KNew |
$20.7M - $24.1M
|
583K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
518K+ 20.27% |
$18.4M - $21.4M
|
3.07M
$137M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
483KNew |
$17.2M - $20M
|
483K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387K+ 20.48% |
$13.8M - $16M
|
2.28M
$101M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
359K+ 30.84% |
$12.8M - $14.8M
|
1.52M
$67.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
352K+ 26.38% |
$12.5M - $14.6M
|
1.69M
$75.1M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
335KNew |
$11.9M - $13.9M
|
335K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
284K+ 26.98% |
$10.1M - $11.8M
|
1.34M
$59.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
270K+ 49.25% |
$9.6M - $11.2M
|
819K
$36.4M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
209KNew |
$7.43M - $8.64M
|
209K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
203KNew |
$7.21M - $8.38M
|
203K
$9.02M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
191K+ 65.02% |
$6.78M - $7.89M
|
484K
$21.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
171KNew |
$6.06M - $7.06M
|
171K
$7.59M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
169KNew |
$6.03M - $7.01M
|
169K
$7.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
155KNew |
$5.51M - $6.41M
|
155K
$6.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 18.85% |
$5.38M - $6.27M
|
955K
$42.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
147K+ 39.42% |
$5.24M - $6.09M
|
521K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
132KNew |
$4.69M - $5.45M
|
132K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 157.01% |
$4.67M - $5.43M
|
215K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 14.79% |
$4.06M - $4.72M
|
886K
$39.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 37.76% |
$3.96M - $4.61M
|
407K
$18.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 17.69% |
$3.72M - $4.33M
|
696K
$31M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
103KNew |
$3.66M - $4.26M
|
103K
$4.58M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
90.7K+ 55.69% |
$3.22M - $3.75M
|
253K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
86.3K+ 22.29% |
$3.07M - $3.57M
|
473K
$21.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
80.5KNew |
$2.86M - $3.33M
|
80.5K
$3.58M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
77.6K+ 621.81% |
$2.76M - $3.21M
|
90.1K
$4.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
76.8K+ 136.07% |
$2.73M - $3.18M
|
133K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72K+ 49.83% |
$2.56M - $2.98M
|
216K
$9.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
71.6KNew |
$2.55M - $2.96M
|
71.6K
$3.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60.3KNew |
$2.15M - $2.5M
|
60.3K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.7K+ 94.31% |
$2.09M - $2.43M
|
121K
$5.39M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
58.3KNew |
$2.07M - $2.41M
|
58.3K
$2.59M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
58.2K+ 153189.47% |
$2.07M - $2.41M
|
58.3K
$2.59M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53.3K+ 14.65% |
$1.89M - $2.2M
|
417K
$18.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
50.8K+ 31.35% |
$1.81M - $2.1M
|
213K
$9.47M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50.3KNew |
$1.79M - $2.08M
|
50.3K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49.8K+ 199.36% |
$1.77M - $2.06M
|
74.8K
$3.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.8K+ 45.46% |
$1.73M - $2.02M
|
156K
$6.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
46.1KNew |
$1.64M - $1.91M
|
46.1K
$2.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
45.5K+ 43.79% |
$1.62M - $1.88M
|
150K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
41.7KNew |
$1.48M - $1.72M
|
41.7K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41K+ 2884.68% |
$1.46M - $1.7M
|
42.5K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
40.7K+ 34.01% |
$1.45M - $1.68M
|
160K
$7.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
35.9K+ 30.16% |
$1.28M - $1.49M
|
155K
$6.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.4K+ 34.79% |
$1.26M - $1.47M
|
137K
$6.11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.5K+ 124.57% |
$1.23M - $1.43M
|
62.3K
$2.77M
|