Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.11M+ 32.88% |
$370M - $399M
|
32.8M
$1.46B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.78M+ 27.63% |
$127M - $136M
|
12.8M
$571M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.78M+ 27.63% |
$127M - $136M
|
12.8M
$571M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.97M+ 73.0% |
$89.9M - $96.8M
|
4.67M
$208M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.96M+ 48.56% |
$89.5M - $96.3M
|
6M
$267M
|
|
|
May 15, 2024
Q1 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.92MNew |
$87.6M - $94.3M
|
1.92M
$85.4M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
1.88MNew |
$85.9M - $92.4M
|
1.88M
$83.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.86M+ 32.74% |
$85M - $91.4M
|
7.54M
$336M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39M+ 382.93% |
$63.5M - $68.4M
|
1.75M
$78.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 9.54% |
$51M - $54.9M
|
12.8M
$571M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.07M+ 5423.89% |
$49.1M - $52.8M
|
1.09M
$48.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.06M+ 163.28% |
$48.3M - $51.9M
|
1.7M
$75.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.04M+ 40.96% |
$47.7M - $51.3M
|
3.59M
$160M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
942K+ 22.9% |
$43M - $46.3M
|
5.05M
$225M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
855K+ 73.24% |
$39.1M - $42M
|
2.02M
$90M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
707K+ 39.02% |
$32.3M - $34.7M
|
2.52M
$112M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
699K+ 39.36% |
$31.9M - $34.3M
|
2.47M
$110M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
683K+ 28.15% |
$31.2M - $33.6M
|
3.11M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
646K+ 2383.59% |
$29.5M - $31.7M
|
673K
$29.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
545K+ 48.38% |
$24.9M - $26.8M
|
1.67M
$74.4M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
490KNew |
$22.4M - $24.1M
|
490K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
472KNew |
$21.6M - $23.2M
|
472K
$21M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
451KNew |
$20.6M - $22.2M
|
451K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
433K+ 31.63% |
$19.8M - $21.3M
|
1.8M
$80.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
427KNew |
$19.5M - $21M
|
427K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
421K+ 127.3% |
$19.2M - $20.7M
|
752K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
369K+ 17.78% |
$16.8M - $18.1M
|
2.44M
$109M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
358K+ 2801.35% |
$16.3M - $17.6M
|
370K
$16.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
355K+ 81.76% |
$16.2M - $17.4M
|
789K
$35.1M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
329KNew |
$15M - $16.2M
|
329K
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
327K+ 61.23% |
$14.9M - $16.1M
|
861K
$38.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
326K+ 24.53% |
$14.9M - $16M
|
1.65M
$73.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
303K+ 41.56% |
$13.9M - $14.9M
|
1.03M
$46M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
293K+ 58.61% |
$13.4M - $14.4M
|
794K
$35.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
289K+ 790.74% |
$13.2M - $14.2M
|
325K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
284K+ 93.36% |
$13M - $14M
|
588K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
284K+ 82.48% |
$13M - $13.9M
|
628K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
276KNew |
$12.6M - $13.6M
|
276K
$12.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
252K+ 54.11% |
$11.5M - $12.4M
|
719K
$32M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
249K+ 280.04% |
$11.4M - $12.3M
|
339K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
245K+ 163.12% |
$11.2M - $12M
|
395K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
240K+ 1181.74% |
$11M - $11.8M
|
260K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
231K+ 30.26% |
$10.6M - $11.4M
|
996K
$44.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
211K+ 73.02% |
$9.65M - $10.4M
|
501K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
208K+ 171.67% |
$9.5M - $10.2M
|
329K
$14.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
197KNew |
$8.98M - $9.67M
|
197K
$8.75M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
192K+ 52.37% |
$8.78M - $9.45M
|
560K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
181K+ 37.2% |
$8.25M - $8.89M
|
667K
$29.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
176KNew |
$8.06M - $8.67M
|
176K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150K+ 47.76% |
$6.86M - $7.38M
|
464K
$20.7M
|