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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
393+ 7.4% |
$16.9K - $19.2K
|
5.7K
$254K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
356New |
$15.4K - $17.4K
|
356
$15.8K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
347+ 14.39% |
$15K - $16.9K
|
2.76K
$123K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
347+ 6.77% |
$15K - $16.9K
|
5.47K
$243K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
337+ 24.07% |
$14.5K - $16.5K
|
1.74K
$77.3K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 17.22% |
$12.9K - $14.6K
|
2.04K
$90.9K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
297+ 0.78% |
$12.8K - $14.5K
|
38.4K
$1.71M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
289+ 2.96% |
$12.5K - $14.1K
|
10.1K
$448K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
263New |
$11.3K - $12.8K
|
263
$11.7K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
260+ 5.8% |
$11.2K - $12.7K
|
4.75K
$211K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
220+ 0.26% |
$9.49K - $10.7K
|
85K
$3.78M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
213New |
$9.18K - $10.4K
|
213
$9.48K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
210New |
$9.06K - $10.3K
|
210
$9.35K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
193New |
$8.32K - $9.42K
|
193
$8.59K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
190+ 0.33% |
$8.19K - $9.28K
|
58.2K
$2.59M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
189New |
$8.15K - $9.23K
|
189
$8.41K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
186+ 1.23% |
$8.02K - $9.08K
|
15.3K
$680K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
173+ 1.62% |
$7.46K - $8.45K
|
10.9K
$484K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
173+ 5.52% |
$7.46K - $8.45K
|
3.31K
$147K
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
150+ 1.03% |
$6.47K - $7.32K
|
14.7K
$655K
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
148+ 19.73% |
$6.38K - $7.23K
|
898
$40K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
145New |
$6.25K - $7.08K
|
145
$6.45K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
138+ 2.58% |
$5.95K - $6.74K
|
5.48K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
126+ 1.11% |
$5.43K - $6.15K
|
11.5K
$512K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 4.75% |
$5.22K - $5.91K
|
2.67K
$119K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
120New |
$5.17K - $5.86K
|
120
$5.34K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
106+ 130.86% |
$4.57K - $5.18K
|
187
$8.32K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
93+ 0.17% |
$4.01K - $4.54K
|
56K
$2.49M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
91New |
$3.92K - $4.44K
|
91
$4.05K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
75+ 15.0% |
$3.23K - $3.66K
|
575
$25.6K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63New |
$2.72K - $3.08K
|
63
$2.8K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
55+ 0.49% |
$2.37K - $2.69K
|
11.3K
$504K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
48New |
$2.07K - $2.34K
|
48
$2.14K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 4.73% |
$1.94K - $2.2K
|
997
$44.4K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
40New |
$1.72K - $1.95K
|
40
$1.78K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 300.0% |
$1.55K - $1.76K
|
48
$2.14K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
25+ 0.47% |
$1.08K - $1.22K
|
5.34K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
22+ 0.15% |
$949 - $1.07K
|
14.8K
$658K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.8% |
$906 - $1.03K
|
2.66K
$118K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
15+ 0.02% |
$647 - $732
|
60.4K
$2.69M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13+ 0.12% |
$561 - $635
|
11.1K
$492K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$431 - $488
|
10
$445
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$431 - $488
|
10
$445
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
3New |
$129 - $146
|
3
$134
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$43.1 - $48.8
|
9.49K
$422K
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1- 0.21% |
$43.1 - $48.8
|
483
$21.5K
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$43.1 - $48.8
|
14.9K
$661K
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-12- 0.18% |
$517 - $586
|
6.61K
$294K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20- 0.05% |
$862 - $977
|
37.7K
$1.68M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-25- 0.39% |
$1.08K - $1.22K
|
6.43K
$286K
|