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 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
23.3K+ 15.14% |
$1.07M - $1.15M
|
177K
$7.89M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
22.8K+ 1140.75% |
$1.04M - $1.12M
|
24.8K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 26.62% |
$996K - $1.07M
|
104K
$4.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
BUY
|
- |
21.6K+ 34.12% |
$989K - $1.06M
|
85.1K
$3.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21.6K+ 40.7% |
$987K - $1.06M
|
74.7K
$3.32M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21K+ 183.18% |
$960K - $1.03M
|
32.5K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 9536.36% |
$958K - $1.03M
|
21.2K
$943K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
20.8K+ 251.66% |
$948K - $1.02M
|
29K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
20.5K+ 5.05% |
$935K - $1.01M
|
425K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 30.9% |
$928K - $999K
|
86.1K
$3.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
20.2K+ 22.35% |
$924K - $995K
|
111K
$4.93M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.2K+ 66.44% |
$924K - $994K
|
50.7K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19.8KNew |
$905K - $974K
|
19.8K
$882K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$898K - $967K
|
19.7K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
19.2K+ 11.12% |
$878K - $945K
|
192K
$8.55M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.1K+ 249.26% |
$873K - $940K
|
26.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19KNew |
$869K - $935K
|
19K
$847K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18.7KNew |
$854K - $919K
|
18.7K
$832K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.2KNew |
$833K - $897K
|
18.2K
$812K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
18.1K+ 66.13% |
$825K - $888K
|
45.4K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18K+ 20.96% |
$820K - $883K
|
104K
$4.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.3KNew |
$791K - $851K
|
17.3K
$771K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.1K+ 91.09% |
$782K - $841K
|
35.9K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
16.2K+ 4.96% |
$738K - $794K
|
342K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16.1K+ 54.0% |
$734K - $790K
|
45.8K
$2.04M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16KNew |
$731K - $787K
|
16K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7K+ 44.73% |
$716K - $771K
|
50.8K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$716K - $771K
|
15.7K
$698K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 26.62% |
$706K - $760K
|
73.5K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.3K+ 209.13% |
$699K - $752K
|
22.6K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.2K+ 38.4% |
$694K - $747K
|
54.8K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 23.36% |
$675K - $726K
|
78K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.5K+ 38.38% |
$660K - $710K
|
52.1K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.2K+ 5.59% |
$649K - $698K
|
268K
$11.9M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2K+ 98.48% |
$647K - $696K
|
28.5K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
13.7KNew |
$624K - $672K
|
13.7K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
13.5K+ 159.93% |
$617K - $664K
|
21.9K
$976K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
13.4K+ 25.79% |
$614K - $660K
|
65.5K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12.3K+ 16.95% |
$561K - $604K
|
84.8K
$3.77M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.1K+ 122.75% |
$551K - $593K
|
21.9K
$974K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.9KNew |
$542K - $584K
|
11.9K
$529K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
11.8K+ 17.64% |
$537K - $578K
|
78.4K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11.6K+ 25.64% |
$532K - $573K
|
57.1K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
11.3K+ 4.49% |
$514K - $553K
|
262K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.3KNew |
$514K - $553K
|
11.3K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
11.1K+ 64.02% |
$508K - $546K
|
28.5K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
10.5KNew |
$481K - $518K
|
10.5K
$469K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.4KNew |
$474K - $510K
|
10.4K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 16.07% |
$462K - $497K
|
73K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.1K+ 12.06% |
$462K - $497K
|
94K
$4.18M
|