Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32M+ 66.3% |
$92.2M - $102M
|
5.83M
$259M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55M+ 7665.81% |
$61.5M - $68.1M
|
1.57M
$70M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01M+ 39.8% |
$40M - $44.2M
|
3.54M
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
903K+ 49.76% |
$35.8M - $39.6M
|
2.72M
$121M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
828K+ 44.49% |
$32.8M - $36.3M
|
2.69M
$120M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
689KNew |
$27.3M - $30.2M
|
689K
$30.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
646K+ 45.84% |
$25.6M - $28.3M
|
2.05M
$91.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
588K+ 81.1% |
$23.3M - $25.8M
|
1.31M
$58.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
544K+ 45.72% |
$21.6M - $23.9M
|
1.73M
$77.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
356KNew |
$14.1M - $15.6M
|
356K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
337K+ 34.83% |
$13.3M - $14.8M
|
1.3M
$58M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.6M - $14M
|
319K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
292KNew |
$11.6M - $12.8M
|
292K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
251KNew |
$9.96M - $11M
|
251K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
246K+ 37.64% |
$9.77M - $10.8M
|
901K
$40.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
241K+ 25.4% |
$9.57M - $10.6M
|
1.19M
$53M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 32.53% |
$8.53M - $9.45M
|
877K
$39M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179K+ 270.76% |
$7.1M - $7.87M
|
245K
$10.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
144K+ 24.73% |
$5.73M - $6.34M
|
729K
$32.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
124K+ 81.07% |
$4.91M - $5.44M
|
277K
$12.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
118K+ 72.78% |
$4.7M - $5.2M
|
281K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
115KNew |
$4.57M - $5.06M
|
115K
$5.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 19.98% |
$4.56M - $5.05M
|
691K
$30.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
114KNew |
$4.53M - $5.02M
|
114K
$5.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
113K+ 576.75% |
$4.48M - $4.96M
|
133K
$5.9M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
111KNew |
$4.4M - $4.87M
|
111K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 38.55% |
$4.32M - $4.78M
|
391K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
105KNew |
$4.17M - $4.62M
|
105K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
90.9K+ 32.78% |
$3.6M - $3.99M
|
368K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.9K+ 15.95% |
$3.21M - $3.55M
|
588K
$26.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
74.4KNew |
$2.95M - $3.27M
|
74.4K
$3.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
71.8KNew |
$2.85M - $3.15M
|
71.8K
$3.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
68KNew |
$2.7M - $2.99M
|
68K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
67.8KNew |
$2.69M - $2.98M
|
67.8K
$3.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66.6K+ 89.07% |
$2.64M - $2.93M
|
141K
$6.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
64.8KNew |
$2.57M - $2.84M
|
64.8K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.5KNew |
$2.36M - $2.61M
|
59.5K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.7K+ 75.82% |
$2.29M - $2.53M
|
134K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
57.1KNew |
$2.27M - $2.51M
|
57.1K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
55.8K+ 15.6% |
$2.21M - $2.45M
|
414K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
54.3K+ 586.82% |
$2.15M - $2.38M
|
63.5K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.1K+ 31.56% |
$2.1M - $2.33M
|
221K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
52.5KNew |
$2.08M - $2.3M
|
52.5K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51KNew |
$2.02M - $2.24M
|
51K
$2.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49.9K+ 4758.06% |
$1.98M - $2.19M
|
51K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48.6K+ 111.23% |
$1.93M - $2.13M
|
92.3K
$4.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48.3KNew |
$1.92M - $2.12M
|
48.3K
$2.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
47.9KNew |
$1.9M - $2.1M
|
47.9K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.1K+ 37.32% |
$1.83M - $2.02M
|
170K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.6KNew |
$1.73M - $1.92M
|
43.6K
$1.94M
|