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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
33.6KNew |
$1.32M - $1.65M
|
33.6K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
33.6KNew |
$1.32M - $1.65M
|
33.6K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
33.4K+ 8.07% |
$1.31M - $1.63M
|
447K
$19.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.1K+ 94.75% |
$1.3M - $1.62M
|
68.1K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.9K+ 69.96% |
$1.29M - $1.61M
|
79.9K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
32.4KNew |
$1.27M - $1.59M
|
32.4K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
32.1KNew |
$1.26M - $1.57M
|
32.1K
$1.43M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
31.6K+ 134.6% |
$1.24M - $1.55M
|
55.1K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
29.8KNew |
$1.17M - $1.46M
|
29.8K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.2KNew |
$1.14M - $1.43M
|
29.2K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
29.1K+ 77.5% |
$1.14M - $1.42M
|
66.6K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.2K+ 81.11% |
$1.11M - $1.38M
|
63.1K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
27.8K+ 40.89% |
$1.09M - $1.36M
|
95.8K
$4.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
27.3KNew |
$1.07M - $1.34M
|
27.3K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
27KNew |
$1.06M - $1.32M
|
27K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
26.5KNew |
$1.04M - $1.3M
|
26.5K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26.1K+ 1620.97% |
$1.03M - $1.28M
|
27.7K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.9K+ 69.52% |
$1.02M - $1.27M
|
63.2K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
25.7K+ 278.73% |
$1.01M - $1.26M
|
34.9K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24.6KNew |
$966K - $1.2M
|
24.6K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
24.2KNew |
$948K - $1.18M
|
24.2K
$1.07M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22.8KNew |
$897K - $1.12M
|
22.8K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
22.8KNew |
$893K - $1.11M
|
22.8K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
22.4K+ 259.02% |
$878K - $1.09M
|
31K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$850K - $1.06M
|
21.7K
$964K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.2K+ 134.39% |
$833K - $1.04M
|
37K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21K+ 28.28% |
$826K - $1.03M
|
95.5K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.8KNew |
$816K - $1.02M
|
20.8K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.4KNew |
$802K - $999K
|
20.4K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$797K - $992K
|
20.3K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.2K+ 31.73% |
$793K - $987K
|
83.8K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
20.1KNew |
$790K - $984K
|
20.1K
$896K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
20KNew |
$785K - $977K
|
20K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20KNew |
$784K - $977K
|
20K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$769K - $958K
|
19.6K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.4KNew |
$762K - $949K
|
19.4K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19.1K+ 103.21% |
$751K - $935K
|
37.7K
$1.68M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.1K+ 37.65% |
$710K - $884K
|
66.1K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18K+ 46.38% |
$706K - $879K
|
56.8K
$2.53M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18K+ 46.38% |
$706K - $879K
|
56.8K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.7K+ 68.75% |
$697K - $867K
|
43.6K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.7KNew |
$696K - $867K
|
17.7K
$789K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
17.4KNew |
$682K - $849K
|
17.4K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.2K+ 51.41% |
$674K - $839K
|
50.5K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17K+ 39.93% |
$666K - $830K
|
59.5K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.9K+ 17.03% |
$662K - $825K
|
116K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
16.7K+ 5.81% |
$655K - $816K
|
304K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.4K+ 13.6% |
$645K - $803K
|
137K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$636K - $792K
|
16.2K
$721K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
16KNew |
$629K - $783K
|
16K
$712K
|