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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150K+ 38.83% |
$6.85M - $7.37M
|
536K
$23.9M
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
149K+ 61.37% |
$6.8M - $7.32M
|
392K
$17.4M
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
148KNew |
$6.77M - $7.29M
|
148K
$6.6M
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
145KNew |
$6.61M - $7.11M
|
145K
$6.44M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
142K+ 61.67% |
$6.48M - $6.97M
|
372K
$16.5M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 34.0% |
$6.45M - $6.94M
|
557K
$24.8M
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
134K+ 65.96% |
$6.11M - $6.58M
|
337K
$15M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
132K+ 122.37% |
$6.01M - $6.47M
|
239K
$10.6M
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
123KNew |
$5.6M - $6.02M
|
123K
$5.45M
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
123KNew |
$5.59M - $6.02M
|
123K
$5.45M
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
122KNew |
$5.58M - $6.01M
|
122K
$5.44M
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
118KNew |
$5.4M - $5.81M
|
118K
$5.26M
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
115K+ 1384.7% |
$5.26M - $5.67M
|
124K
$5.5M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
111KNew |
$5.05M - $5.44M
|
111K
$4.92M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
107K+ 717.31% |
$4.89M - $5.26M
|
122K
$5.43M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
102KNew |
$4.65M - $5M
|
102K
$4.53M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
96.5K+ 102.58% |
$4.41M - $4.74M
|
191K
$8.48M
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
95.2KNew |
$4.35M - $4.68M
|
95.2K
$4.24M
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
93.1KNew |
$4.25M - $4.58M
|
93.1K
$4.14M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
91.9KNew |
$4.2M - $4.52M
|
91.9K
$4.09M
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
90.1KNew |
$4.12M - $4.43M
|
90.1K
$4.01M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90.1K+ 964.46% |
$4.11M - $4.43M
|
99.4K
$4.42M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
89.6K+ 706.09% |
$4.09M - $4.41M
|
102K
$4.55M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
89.1K+ 82.08% |
$4.07M - $4.38M
|
198K
$8.8M
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
88.1KNew |
$4.02M - $4.33M
|
88.1K
$3.92M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87.9K+ 4.92% |
$4.02M - $4.32M
|
1.88M
$83.5M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
85.5KNew |
$3.9M - $4.2M
|
85.5K
$3.8M
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
81.9KNew |
$3.74M - $4.03M
|
81.9K
$3.65M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
81.6KNew |
$3.73M - $4.01M
|
81.6K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
81.6KNew |
$3.72M - $4.01M
|
81.6K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
79.7KNew |
$3.64M - $3.92M
|
79.7K
$3.55M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.5KNew |
$3.59M - $3.86M
|
78.5K
$3.49M
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
78.1KNew |
$3.57M - $3.84M
|
78.1K
$3.48M
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
75.7KNew |
$3.46M - $3.72M
|
75.7K
$3.37M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
71.5KNew |
$3.27M - $3.52M
|
71.5K
$3.18M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
71.3KNew |
$3.26M - $3.51M
|
71.3K
$3.17M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
70.9K+ 1411.48% |
$3.24M - $3.49M
|
76K
$3.38M
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
70.4KNew |
$3.21M - $3.46M
|
70.4K
$3.13M
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
69.5KNew |
$3.18M - $3.42M
|
69.5K
$3.09M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.6K+ 62.75% |
$3.04M - $3.27M
|
173K
$7.68M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.6K+ 76.33% |
$2.99M - $3.22M
|
151K
$6.74M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.2K+ 21.8% |
$2.93M - $3.15M
|
358K
$15.9M
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
64.1KNew |
$2.93M - $3.15M
|
64.1K
$2.85M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.8K+ 210.34% |
$2.91M - $3.14M
|
94.1K
$4.19M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
63.4K+ 15.41% |
$2.89M - $3.12M
|
475K
$21.1M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
60.8K+ 33.49% |
$2.78M - $2.99M
|
242K
$10.8M
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
60.4KNew |
$2.76M - $2.97M
|
60.4K
$2.69M
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
59.5K+ 89.36% |
$2.72M - $2.93M
|
126K
$5.61M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.2K+ 96.22% |
$2.61M - $2.81M
|
117K
$5.19M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.9K+ 83.59% |
$2.6M - $2.8M
|
125K
$5.56M
|