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
|
Townsquare Capital LLC
|
BUY
|
- |
3.22K+ 48.61% |
$147K - $158K
|
9.84K
$438K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.08K+ 5.83% |
$141K - $151K
|
55.9K
$2.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.07K+ 15.37% |
$140K - $151K
|
23.1K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.79K+ 2.88% |
$128K - $137K
|
99.6K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.78K+ 7.78% |
$127K - $137K
|
38.5K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.75K+ 12.55% |
$125K - $135K
|
24.6K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.63K+ 31.27% |
$120K - $129K
|
11.1K
$492K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.57K+ 53.22% |
$117K - $126K
|
7.39K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.55K+ 20.87% |
$117K - $125K
|
14.8K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5K+ 19.82% |
$114K - $123K
|
15.1K
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.47KNew |
$113K - $121K
|
2.47K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 1969.92% |
$111K - $119K
|
2.55K
$113K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.38K+ 15.88% |
$109K - $117K
|
17.4K
$773K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.34K+ 13.21% |
$107K - $115K
|
20.1K
$893K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.24K+ 5.16% |
$102K - $110K
|
45.6K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 41.27% |
$101K - $109K
|
7.6K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.02KNew |
$92.4K - $99.5K
|
2.02K
$90K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.89KNew |
$86.1K - $92.7K
|
1.89K
$83.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.86K+ 21.9% |
$84.9K - $91.3K
|
10.3K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.83K+ 14.02% |
$83.4K - $89.8K
|
14.9K
$661K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.7KNew |
$77.6K - $83.6K
|
1.7K
$75.7K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.69K+ 17.47% |
$77.2K - $83.1K
|
11.4K
$506K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.69K+ 60.52% |
$77K - $82.9K
|
4.47K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.59K+ 6.68% |
$72.7K - $78.3K
|
25.4K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$68.5K - $73.7K
|
1.5K
$66.8K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.49K+ 16.12% |
$67.9K - $73.1K
|
10.7K
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.42K+ 9.49% |
$65K - $70K
|
16.4K
$731K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.41K+ 9.54% |
$64.3K - $69.2K
|
16.2K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.4KNew |
$63.9K - $68.8K
|
1.4K
$62.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.36K+ 10.02% |
$62.1K - $66.9K
|
14.9K
$665K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.29K+ 1.37% |
$59.1K - $63.6K
|
96K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.26K+ 10.91% |
$57.5K - $61.9K
|
12.8K
$570K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 9.83% |
$56.5K - $60.9K
|
13.8K
$616K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.2K+ 67.51% |
$54.6K - $58.7K
|
2.97K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.19K+ 14.08% |
$54.2K - $58.4K
|
9.62K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 24.58% |
$52.6K - $56.6K
|
5.84K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.13K+ 8.08% |
$51.6K - $55.5K
|
15.1K
$672K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.1K+ 12.36% |
$50.2K - $54.1K
|
10K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.06K+ 5.28% |
$48.2K - $51.9K
|
21K
$936K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 1.34% |
$47.7K - $51.4K
|
79K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 62.79% |
$46.4K - $49.9K
|
2.63K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$45.7K - $49.2K
|
1K
$44.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
920+ 3.1% |
$42K - $45.2K
|
30.6K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
917+ 3.94% |
$41.9K - $45.1K
|
24.2K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
914+ 16.42% |
$41.7K - $44.9K
|
6.48K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
829+ 4.25% |
$37.9K - $40.8K
|
20.4K
$906K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
800+ 503.14% |
$36.5K - $39.3K
|
959
$42.7K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
781+ 17.99% |
$35.7K - $38.4K
|
5.12K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
770New |
$35.2K - $37.9K
|
770
$34.3K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
750New |
$34.3K - $36.9K
|
750
$33.4K
|