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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100New |
$3.55K - $4.14K
|
100
$4.45K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
86New |
$3.06K - $3.56K
|
86
$3.83K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
63New |
$2.24K - $2.61K
|
63
$2.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
50New |
$1.78K - $2.07K
|
50
$2.23K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1- -0.0% |
$35.6 - $41.4
|
60.3K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-166- 33.33% |
$5.9K - $6.87K
|
332
$14.8K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-187- 3.39% |
$6.65K - $7.74K
|
5.32K
$237K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-401- 3.13% |
$14.3K - $16.6K
|
12.4K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-469- 5.21% |
$16.7K - $19.4K
|
8.54K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-575- 0.58% |
$20.4K - $23.8K
|
99.2K
$4.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-590- 8.82% |
$21K - $24.4K
|
6.1K
$271K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-841- 12.31% |
$29.9K - $34.8K
|
5.99K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-998- 3.35% |
$35.5K - $41.3K
|
28.8K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.87K- 3.23% |
$66.6K - $77.5K
|
56.2K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.88K- 1.73% |
$66.9K - $77.8K
|
107K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.42K- 91.88% |
$86.1K - $100K
|
214
$9.52K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.04K- 2.51% |
$108K - $126K
|
118K
$5.26M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.8K- 34.07% |
$135K - $157K
|
7.35K
$327K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.83KClosed |
$136K - $158K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.31K- 9.37% |
$153K - $178K
|
41.7K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.6K- 33.7% |
$164K - $190K
|
9.05K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.77K- 2.54% |
$170K - $197K
|
183K
$8.15M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.07K- 34.33% |
$216K - $251K
|
11.6K
$517K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.16K- 13.47% |
$219K - $255K
|
39.6K
$1.76M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.57K- 42.49% |
$269K - $313K
|
10.2K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.1K- 3.88% |
$357K - $416K
|
249K
$11.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.4K- 29.29% |
$476K - $554K
|
32.3K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.4K- 54.51% |
$477K - $556K
|
11.2K
$499K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 18.21% |
$493K - $574K
|
62.3K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-14.6K- 36.72% |
$520K - $605K
|
25.2K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-15.1K- 7.19% |
$538K - $626K
|
195K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.2K- 45.17% |
$539K - $627K
|
18.4K
$818K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26.2K- 60.31% |
$933K - $1.09M
|
17.3K
$768K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-29.9K- 57.46% |
$1.06M - $1.24M
|
22.2K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-32.6K- 51.54% |
$1.16M - $1.35M
|
30.7K
$1.36M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.5K- 55.47% |
$1.23M - $1.43M
|
27.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-60.5K- 99.94% |
$2.15M - $2.5M
|
38
$1.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115K- 40.38% |
$4.1M - $4.77M
|
170K
$7.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-131K- 50.42% |
$4.67M - $5.44M
|
129K
$5.75M
|