Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-76K- 92.73% |
$3.28M - $3.71M
|
5.95K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-93.4K- 3.0% |
$4.03M - $4.56M
|
3.02M
$134M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-94.6K- 70.14% |
$4.08M - $4.62M
|
40.3K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-96.3K- 80.07% |
$4.15M - $4.7M
|
24K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-117K- 66.04% |
$5.02M - $5.69M
|
59.9K
$2.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-139K- 93.79% |
$6M - $6.79M
|
9.21K
$410K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-180K- 17.46% |
$7.78M - $8.81M
|
853K
$38M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-216K- 89.01% |
$9.3M - $10.5M
|
26.6K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-237K- 42.54% |
$10.2M - $11.6M
|
320K
$14.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-271K- 69.16% |
$11.7M - $13.2M
|
121K
$5.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-381K- 10.6% |
$16.4M - $18.6M
|
3.21M
$143M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-424K- 22.55% |
$18.3M - $20.7M
|
1.46M
$64.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-425K- 94.13% |
$18.3M - $20.7M
|
26.5K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-467K- 98.92% |
$20.1M - $22.8M
|
5.08K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-714K- 99.33% |
$30.8M - $34.9M
|
4.79K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.12M- 8.71% |
$48.2M - $54.5M
|
11.7M
$521M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.12M- 8.71% |
$48.2M - $54.5M
|
11.7M
$521M
|