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
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
681+ 2.8% |
$31.1K - $33.5K
|
25K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
592+ 6.41% |
$27K - $29.1K
|
9.83K
$437K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
544+ 22.94% |
$24.8K - $26.7K
|
2.92K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
530+ 220.83% |
$24.2K - $26.1K
|
770
$34.3K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
501+ 172.16% |
$22.9K - $24.6K
|
792
$35.2K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
496+ 11.47% |
$22.7K - $24.4K
|
4.82K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
469+ 5.04% |
$21.4K - $23.1K
|
9.77K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
457New |
$20.9K - $22.5K
|
457
$20.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
436+ 3.81% |
$19.9K - $21.4K
|
11.9K
$528K
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
421+ 6.79% |
$19.2K - $20.7K
|
6.62K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
418+ 3.83% |
$19.1K - $20.5K
|
11.3K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
410New |
$18.7K - $20.2K
|
410
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
376New |
$17.2K - $18.5K
|
376
$16.7K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
360+ 144.58% |
$16.4K - $17.7K
|
609
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
348New |
$15.9K - $17.1K
|
348
$15.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
269+ 1.98% |
$12.3K - $13.2K
|
13.9K
$617K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259New |
$11.8K - $12.7K
|
259
$11.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
248New |
$11.3K - $12.2K
|
248
$11K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
246+ 0.73% |
$11.2K - $12.1K
|
33.9K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
240+ 33.71% |
$11K - $11.8K
|
952
$42.4K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
236New |
$10.8K - $11.6K
|
236
$10.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
227+ 113.5% |
$10.4K - $11.2K
|
427
$19K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
174New |
$7.95K - $8.55K
|
174
$7.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
149+ 0.8% |
$6.8K - $7.32K
|
18.7K
$833K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
122+ 0.45% |
$5.57K - $6K
|
27.1K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
119New |
$5.43K - $5.85K
|
119
$5.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112New |
$5.12K - $5.51K
|
112
$4.98K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$5.12K - $5.51K
|
112
$4.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
101+ 36.73% |
$4.61K - $4.97K
|
376
$16.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
98+ 0.41% |
$4.48K - $4.82K
|
24.3K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
93New |
$4.25K - $4.57K
|
93
$4.14K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81New |
$3.7K - $3.98K
|
81
$3.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 5.76% |
$3.65K - $3.93K
|
1.47K
$65.4K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
67+ 0.1% |
$3.06K - $3.29K
|
65.1K
$2.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
63New |
$2.88K - $3.1K
|
63
$2.8K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
62+ 0.48% |
$2.83K - $3.05K
|
12.9K
$574K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.74K - $2.95K
|
60
$2.67K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
53+ 20.95% |
$2.42K - $2.61K
|
306
$13.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 1.73% |
$1.87K - $2.02K
|
2.41K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.1K - $1.18K
|
24
$1.07K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$548 - $590
|
12
$534
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2+ 0.42% |
$91.3 - $98.3
|
483
$21.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7Closed |
$320 - $344
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-80- 7.62% |
$3.65K - $3.93K
|
970
$43.2K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-85- 1.76% |
$3.88K - $4.18K
|
4.75K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-133- 0.89% |
$6.07K - $6.54K
|
14.8K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-134- 0.88% |
$6.12K - $6.59K
|
15.1K
$671K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-173- 9.03% |
$7.9K - $8.5K
|
1.74K
$77.5K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-173Closed |
$7.9K - $8.5K
|
0
$0
|