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 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
333+ 2.46% |
$13.2K - $14.6K
|
13.9K
$618K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
306New |
$12.1K - $13.4K
|
306
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
256+ 1.37% |
$10.2K - $11.2K
|
18.9K
$843K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
238+ 0.6% |
$9.44K - $10.4K
|
39.6K
$1.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
238+ 203.42% |
$9.44K - $10.4K
|
355
$15.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
201+ 0.44% |
$7.97K - $8.82K
|
45.8K
$2.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$7.02K - $7.77K
|
177
$7.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 2.2% |
$4.8K - $5.31K
|
5.62K
$250K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$3.97K - $4.39K
|
100
$4.45K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
99+ 16.18% |
$3.93K - $4.35K
|
711
$31.6K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 115.87% |
$2.89K - $3.2K
|
136
$6.05K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
54+ 114.89% |
$2.14K - $2.37K
|
101
$4.49K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
44New |
$1.74K - $1.93K
|
44
$1.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33New |
$1.31K - $1.45K
|
33
$1.47K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.19K - $1.32K
|
30
$1.34K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$159 - $176
|
4
$178
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4New |
$159 - $176
|
4
$178
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3New |
$119 - $132
|
3
$134
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.4% |
$39.7 - $43.9
|
253
$11.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-113- 9.57% |
$4.48K - $4.96K
|
1.07K
$47.5K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-135- 0.27% |
$5.35K - $5.93K
|
49.6K
$2.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-140- 3.03% |
$5.55K - $6.15K
|
4.48K
$199K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.78% |
$7.93K - $8.78K
|
5.09K
$226K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-288- 99.65% |
$11.4K - $12.6K
|
1
$44.5
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-328- 2.09% |
$13K - $14.4K
|
15.3K
$683K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-350- 6.35% |
$13.9K - $15.4K
|
5.16K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-435- 3.1% |
$17.2K - $19.1K
|
13.6K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-560- 3.85% |
$22.2K - $24.6K
|
14K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.18K- 24.0% |
$46.6K - $51.6K
|
3.72K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.33K- 3.03% |
$52.7K - $58.4K
|
42.5K
$1.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.6K- 2.94% |
$63.4K - $70.2K
|
52.7K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.63K- 5.64% |
$64.6K - $71.5K
|
27.3K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.74K- 2.21% |
$68.9K - $76.3K
|
76.9K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.89K- 12.89% |
$75.1K - $83.1K
|
12.8K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.66K- 5.93% |
$106K - $117K
|
42.3K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.81K- 0.64% |
$111K - $123K
|
434K
$19.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.86K- 5.45% |
$114K - $126K
|
49.7K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.89K- 5.71% |
$115K - $127K
|
47.8K
$2.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 22.12% |
$130K - $144K
|
11.6K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.7K- 39.5% |
$186K - $206K
|
7.2K
$320K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.82K- 5.68% |
$191K - $212K
|
80K
$3.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.14K- 35.85% |
$204K - $226K
|
9.2K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.23K- 2.62% |
$207K - $229K
|
194K
$8.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-6K- 9.29% |
$238K - $263K
|
58.6K
$2.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.69K- 80.58% |
$265K - $294K
|
1.61K
$71.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.84K- 12.48% |
$271K - $300K
|
48K
$2.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-8.6K- 2.8% |
$341K - $378K
|
299K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9.71K- 20.55% |
$385K - $426K
|
37.5K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 0.98% |
$566K - $627K
|
1.44M
$64.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24K- 39.17% |
$951K - $1.05M
|
37.2K
$1.66M
|