Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3M+ 116.7% |
$521M - $649M
|
24.7M
$1.1B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.22M+ 72.3% |
$166M - $206M
|
10M
$447M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.14M+ 60.49% |
$84.1M - $105M
|
5.68M
$253M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.66MNew |
$65.1M - $81.1M
|
1.66M
$73.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39M+ 51.32% |
$54.8M - $68.2M
|
4.11M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 50.07% |
$52.9M - $65.8M
|
4.04M
$180M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
983K+ 68.03% |
$38.6M - $48.1M
|
2.43M
$108M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
814K+ 46.98% |
$32M - $39.8M
|
2.55M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
770K+ 59.07% |
$30.2M - $37.6M
|
2.07M
$92.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
691KNew |
$27.1M - $33.8M
|
691K
$30.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
674KNew |
$26.5M - $33M
|
674K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
647KNew |
$25.4M - $31.6M
|
647K
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
642K+ 31.27% |
$25.2M - $31.4M
|
2.7M
$120M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
632K+ 1211.96% |
$24.8M - $30.9M
|
684K
$30.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
619K+ 51.95% |
$24.3M - $30.3M
|
1.81M
$80.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485K+ 57.41% |
$19M - $23.7M
|
1.33M
$59.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
477K+ 68.98% |
$18.7M - $23.3M
|
1.17M
$52M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
469K+ 52.01% |
$18.4M - $22.9M
|
1.37M
$61M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
463K+ 35.3% |
$18.2M - $22.6M
|
1.78M
$79M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
436K+ 1214.65% |
$17.1M - $21.3M
|
471K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
431K+ 1207.46% |
$16.9M - $21.1M
|
466K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
415K+ 1258672.75% |
$16.3M - $20.3M
|
415K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
305K+ 41.89% |
$12M - $14.9M
|
1.03M
$46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
290KNew |
$11.4M - $14.2M
|
290K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
250K+ 28.49% |
$9.81M - $12.2M
|
1.13M
$50.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
241K+ 98.05% |
$9.44M - $11.8M
|
486K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
239K+ 319.05% |
$9.4M - $11.7M
|
314K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
219KNew |
$8.59M - $10.7M
|
219K
$9.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
216K+ 13.76% |
$8.5M - $10.6M
|
1.79M
$79.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
216K+ 67.71% |
$8.46M - $10.5M
|
534K
$23.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
205K+ 545.47% |
$8.06M - $10M
|
243K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
203K+ 143.59% |
$7.96M - $9.91M
|
344K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
198K+ 377.5% |
$7.78M - $9.69M
|
251K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
186KNew |
$7.3M - $9.09M
|
186K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
181K+ 69.55% |
$7.1M - $8.84M
|
441K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176K+ 29.99% |
$6.93M - $8.62M
|
765K
$34M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
164K+ 420.91% |
$6.43M - $8.01M
|
203K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
162K+ 95.96% |
$6.36M - $7.92M
|
331K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
154K+ 153.21% |
$6.04M - $7.52M
|
254K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
151KNew |
$5.94M - $7.4M
|
151K
$6.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
150K+ 53.37% |
$5.89M - $7.34M
|
431K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
146K+ 66.0% |
$5.73M - $7.14M
|
367K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
146KNew |
$5.72M - $7.12M
|
146K
$6.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
135K+ 53.84% |
$5.31M - $6.61M
|
386K
$17.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
128K+ 46.34% |
$5.03M - $6.27M
|
405K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 27.95% |
$4.29M - $5.34M
|
500K
$22.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
109KNew |
$4.26M - $5.31M
|
109K
$4.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106K+ 1662.34% |
$4.15M - $5.16M
|
112K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105K+ 52.55% |
$4.11M - $5.12M
|
304K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
96.8KNew |
$3.8M - $4.73M
|
96.8K
$4.31M
|