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 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.37K+ 28.48% |
$191K - $222K
|
24.2K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.29KNew |
$188K - $219K
|
5.29K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.26KNew |
$187K - $217K
|
5.26K
$234K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.61K+ 14.05% |
$164K - $191K
|
37.4K
$1.67M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.59K+ 10.91% |
$163K - $190K
|
46.6K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.43KNew |
$157K - $183K
|
4.43K
$197K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.04KNew |
$144K - $167K
|
4.04K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.72K+ 10.19% |
$132K - $154K
|
40.3K
$1.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 24.89% |
$126K - $146K
|
17.7K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.53K+ 4.29% |
$125K - $146K
|
85.7K
$3.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.43KNew |
$122K - $142K
|
3.43K
$153K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
3.18K+ 3.81% |
$113K - $132K
|
86.7K
$3.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.87K+ 7.58% |
$102K - $119K
|
40.8K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84K+ 35.31% |
$101K - $117K
|
10.9K
$484K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.56K+ 41.74% |
$91K - $106K
|
8.69K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.5KNew |
$88.9K - $103K
|
2.5K
$111K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.41K+ 5.26% |
$85.7K - $99.8K
|
48.2K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.25K+ 5.3% |
$79.8K - $92.9K
|
44.6K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1KNew |
$74.7K - $87K
|
2.1K
$93.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2.07K+ 4.95% |
$73.5K - $85.6K
|
43.8K
$1.95M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.01K+ 27.3% |
$71.3K - $82.9K
|
9.35K
$416K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 62.56% |
$71.1K - $82.7K
|
5.2K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.94K+ 30.29% |
$69K - $80.3K
|
8.35K
$372K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.88KNew |
$66.7K - $77.6K
|
1.88K
$83.4K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.83K+ 24.48% |
$65.1K - $75.8K
|
9.32K
$415K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.63K+ 19.12% |
$57.8K - $67.3K
|
10.1K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.33K+ 9.58% |
$47.3K - $55K
|
15.2K
$677K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.33K+ 14.06% |
$47.2K - $54.9K
|
10.8K
$479K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.21K+ 1.7% |
$43.2K - $50.2K
|
72.5K
$3.22M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.07KNew |
$38K - $44.2K
|
1.07K
$47.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1K+ 187.29% |
$35.6K - $41.5K
|
1.54K
$68.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
974+ 10.58% |
$34.6K - $40.3K
|
10.2K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
879+ 3.46% |
$31.2K - $36.4K
|
26.3K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
743+ 3.54% |
$26.4K - $30.7K
|
21.7K
$966K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
643+ 8.61% |
$22.9K - $26.6K
|
8.11K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
640+ 5.16% |
$22.8K - $26.5K
|
13.1K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
569+ 6.13% |
$20.2K - $23.5K
|
9.85K
$438K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
522+ 9.28% |
$18.6K - $21.6K
|
6.15K
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
507+ 8.76% |
$18K - $21K
|
6.3K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
397+ 2.02% |
$14.1K - $16.4K
|
20K
$891K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
382+ 10.96% |
$13.6K - $15.8K
|
3.87K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
382+ 5.68% |
$13.6K - $15.8K
|
7.1K
$316K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
251New |
$8.92K - $10.4K
|
251
$11.2K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
248+ 2.28% |
$8.82K - $10.3K
|
11.1K
$496K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
240New |
$8.53K - $9.93K
|
240
$10.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
220+ 0.76% |
$7.82K - $9.1K
|
29K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
173+ 0.64% |
$6.15K - $7.16K
|
27K
$1.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
170+ 1.06% |
$6.04K - $7.03K
|
16.2K
$720K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
144New |
$5.12K - $5.96K
|
144
$6.41K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119New |
$4.23K - $4.92K
|
119
$5.3K
|