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 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5.53K+ 10.46% |
$252K - $272K
|
58.4K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.43K+ 20888.46% |
$248K - $267K
|
5.46K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.43K+ 17.18% |
$248K - $267K
|
37K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.4K+ 53.87% |
$246K - $265K
|
15.4K
$686K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.37K+ 525.44% |
$245K - $264K
|
6.39K
$284K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.34K+ 13.18% |
$244K - $263K
|
45.9K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.34KNew |
$244K - $263K
|
5.34K
$238K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.31KNew |
$243K - $261K
|
5.31K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.29K+ 88.68% |
$242K - $260K
|
11.3K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$242K - $260K
|
5.29K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.26K+ 22.62% |
$240K - $258K
|
28.5K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.25K+ 50.36% |
$240K - $258K
|
15.7K
$698K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.18K+ 14.09% |
$236K - $255K
|
41.9K
$1.87M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.1KNew |
$233K - $251K
|
5.1K
$227K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.1KNew |
$233K - $251K
|
5.1K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.05K+ 10.21% |
$230K - $248K
|
54.4K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5K+ 55.56% |
$228K - $246K
|
14K
$623K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.93KNew |
$225K - $243K
|
4.93K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.81K+ 34.24% |
$220K - $236K
|
18.8K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.79K+ 71.53% |
$219K - $236K
|
11.5K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.78K+ 18.03% |
$218K - $235K
|
31.3K
$1.39M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.76K+ 512.26% |
$218K - $234K
|
5.69K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.7KNew |
$215K - $231K
|
4.7K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62KNew |
$211K - $227K
|
4.62K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.61KNew |
$210K - $226K
|
4.61K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.52K+ 1.2% |
$206K - $222K
|
380K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.49KNew |
$205K - $221K
|
4.49K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.49KNew |
$205K - $221K
|
4.49K
$200K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.4KNew |
$201K - $216K
|
4.4K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
4.33K+ 9.51% |
$198K - $213K
|
49.8K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.18K+ 22.33% |
$191K - $205K
|
22.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.17KNew |
$190K - $205K
|
4.17K
$185K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.15KNew |
$190K - $204K
|
4.15K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.12KNew |
$188K - $203K
|
4.12K
$183K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.09K+ 12.08% |
$187K - $201K
|
37.9K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4K+ 118.3% |
$183K - $197K
|
7.39K
$329K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.96K+ 31.73% |
$181K - $195K
|
16.4K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.93KNew |
$179K - $193K
|
3.93K
$175K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.89K+ 5.44% |
$178K - $191K
|
75.4K
$3.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.83K+ 33.16% |
$175K - $188K
|
15.4K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.78K+ 5.61% |
$172K - $186K
|
71.1K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.76K+ 65.71% |
$172K - $185K
|
9.49K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.59K+ 28.39% |
$164K - $176K
|
16.2K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3.58K+ 10.36% |
$163K - $176K
|
38.1K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.47K+ 6.63% |
$159K - $171K
|
55.8K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 7.22% |
$154K - $166K
|
50.2K
$2.23M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3.36K+ 20.99% |
$153K - $165K
|
19.4K
$862K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.36K+ 553.8% |
$153K - $165K
|
3.96K
$176K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.35K+ 17.65% |
$153K - $165K
|
22.3K
$993K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 68.63% |
$151K - $163K
|
8.13K
$362K
|