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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.13K+ 56.78% |
$124K - $137K
|
8.63K
$384K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.71K+ 17.84% |
$108K - $119K
|
17.9K
$798K
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.7K+ 5.06% |
$107K - $118K
|
55.9K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 28.56% |
$104K - $115K
|
11.8K
$524K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.59K+ 29.88% |
$103K - $114K
|
11.3K
$501K
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.56K+ 4.59% |
$101K - $112K
|
58.3K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.54K+ 1.34% |
$101K - $112K
|
193K
$8.58M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.46K+ 4.02% |
$97.5K - $108K
|
63.6K
$2.83M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.37K+ 29.73% |
$94.1K - $104K
|
10.4K
$461K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.36K+ 5.86% |
$93.7K - $104K
|
42.7K
$1.9M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.36KNew |
$93.5K - $104K
|
2.36K
$105K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26K+ 5.58% |
$89.5K - $99.1K
|
42.7K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.14K+ 16.15% |
$84.7K - $93.7K
|
15.4K
$683K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 5.89% |
$82.3K - $91.1K
|
37.3K
$1.66M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.99K+ 13.15% |
$78.9K - $87.4K
|
17.1K
$762K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 52.62% |
$77.7K - $86K
|
5.69K
$253K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.96K+ 7.53% |
$77.6K - $86K
|
28K
$1.24M
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.66K+ 1.31% |
$65.8K - $72.8K
|
128K
$5.72M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.59K+ 3.13% |
$63.1K - $69.8K
|
52.4K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.59K+ 10.95% |
$62.8K - $69.6K
|
16.1K
$715K
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
1.33K+ 1.26% |
$52.7K - $58.3K
|
107K
$4.74M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25K+ 24.77% |
$49.6K - $55K
|
6.31K
$281K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.19K+ 16.11% |
$47K - $52K
|
8.54K
$380K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.17K+ 5.8% |
$46.4K - $51.4K
|
21.3K
$950K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$44.5K - $49.3K
|
30.2K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.07K+ 3.08% |
$42.5K - $47K
|
35.9K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$39.7K - $43.9K
|
1K
$44.5K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
960+ 33.51% |
$38.1K - $42.1K
|
3.83K
$170K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
953+ 0.54% |
$37.8K - $41.8K
|
178K
$7.93M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
935+ 15.25% |
$37.1K - $41K
|
7.07K
$314K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$35.7K - $39.5K
|
900
$40.1K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
886+ 8.25% |
$35.1K - $38.9K
|
11.6K
$517K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
884+ 71.52% |
$35.1K - $38.8K
|
2.12K
$94.3K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
869+ 10.26% |
$34.5K - $38.1K
|
9.34K
$415K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
856+ 1.33% |
$33.9K - $37.6K
|
65.3K
$2.91M
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
810+ 12.96% |
$32.1K - $35.6K
|
7.06K
$314K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
808+ 14.57% |
$32K - $35.5K
|
6.36K
$283K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
779+ 7.48% |
$30.9K - $34.2K
|
11.2K
$498K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
753+ 2.2% |
$29.9K - $33.1K
|
35K
$1.56M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
752New |
$29.8K - $33K
|
752
$33.5K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
656+ 5.54% |
$26K - $28.8K
|
12.5K
$556K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
655+ 7.64% |
$26K - $28.8K
|
9.23K
$411K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
643+ 3.32% |
$25.5K - $28.2K
|
20K
$892K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
642New |
$25.5K - $28.2K
|
642
$28.6K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
612+ 39.82% |
$24.3K - $26.9K
|
2.15K
$95.6K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
606New |
$24K - $26.6K
|
606
$27K
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
523+ 8.39% |
$20.7K - $23K
|
6.76K
$301K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
403+ 4.43% |
$16K - $17.7K
|
9.5K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
389+ 0.43% |
$15.4K - $17.1K
|
91.5K
$4.07M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
348+ 3.46% |
$13.8K - $15.3K
|
10.4K
$464K
|