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 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.7K+ 159.97% |
$542K - $600K
|
22.2K
$988K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6K+ 13.23% |
$500K - $554K
|
108K
$4.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 125.32% |
$478K - $530K
|
21.7K
$965K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11.8K+ 1.8% |
$469K - $519K
|
669K
$29.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11.5K+ 1363.69% |
$454K - $503K
|
12.3K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3K+ 12.91% |
$449K - $497K
|
99.1K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.2K+ 3.74% |
$442K - $490K
|
309K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
11.1K+ 5.54% |
$440K - $487K
|
212K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.9KNew |
$434K - $480K
|
10.9K
$487K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10.6K+ 6.82% |
$421K - $466K
|
166K
$7.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4K+ 3.58% |
$411K - $455K
|
300K
$13.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 35.86% |
$411K - $455K
|
39.3K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.72K+ 3.88% |
$385K - $426K
|
260K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.1K+ 8.71% |
$361K - $400K
|
114K
$5.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.47KNew |
$336K - $372K
|
8.47K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.06K+ 89.4% |
$320K - $354K
|
17.1K
$760K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.82K+ 35.75% |
$310K - $343K
|
29.7K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.53KNew |
$299K - $331K
|
7.53K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.37K+ 18.61% |
$292K - $324K
|
47K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.33K+ 62.9% |
$290K - $322K
|
19K
$844K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
7.19K+ 23.06% |
$285K - $316K
|
38.4K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.14KNew |
$283K - $314K
|
7.14K
$318K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.14KNew |
$283K - $313K
|
7.14K
$318K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.05K+ 107.84% |
$280K - $310K
|
13.6K
$605K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
7.04KNew |
$279K - $309K
|
7.04K
$313K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.37K+ 13.93% |
$253K - $280K
|
52.1K
$2.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.23KNew |
$247K - $273K
|
6.23K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.06KNew |
$240K - $266K
|
6.06K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.88KNew |
$233K - $258K
|
5.88K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.75K+ 45.71% |
$228K - $252K
|
18.3K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.63KNew |
$223K - $247K
|
5.63K
$251K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.58K+ 13.15% |
$221K - $245K
|
48K
$2.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.38KNew |
$213K - $236K
|
5.38K
$239K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
5.36K+ 9.31% |
$213K - $235K
|
62.9K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.23K+ 5.5% |
$207K - $230K
|
100K
$4.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
4.86KNew |
$193K - $213K
|
4.86K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.85KNew |
$192K - $213K
|
4.85K
$216K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.66K+ 22.02% |
$185K - $204K
|
25.8K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.47K+ 13.73% |
$177K - $196K
|
37K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.36K+ 72.82% |
$173K - $191K
|
10.4K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.32K+ 52.5% |
$171K - $189K
|
12.5K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.08K+ 72.92% |
$162K - $179K
|
9.68K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 10.37% |
$157K - $174K
|
42.2K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.9K+ 51.79% |
$155K - $171K
|
11.4K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.77K+ 13.55% |
$149K - $165K
|
31.6K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.51K+ 5.83% |
$139K - $154K
|
63.6K
$2.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.35K+ 24.8% |
$133K - $147K
|
16.9K
$750K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 65.16% |
$131K - $145K
|
8.39K
$373K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 9.08% |
$128K - $142K
|
38.8K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 9.08% |
$128K - $142K
|
38.8K
$1.73M
|