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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 35.47% |
$597K - $743K
|
58.1K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15KNew |
$589K - $733K
|
15K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9KNew |
$586K - $730K
|
14.9K
$664K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14.6K+ 130.46% |
$574K - $714K
|
25.8K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.5KNew |
$571K - $711K
|
14.5K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.2KNew |
$559K - $696K
|
14.2K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14K+ 64.6% |
$550K - $685K
|
35.7K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13KNew |
$511K - $637K
|
13K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13KNew |
$509K - $634K
|
13K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
12.8KNew |
$504K - $627K
|
12.8K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$501K - $624K
|
12.8K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.7KNew |
$498K - $621K
|
12.7K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.6KNew |
$495K - $617K
|
12.6K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.5K+ 26.08% |
$492K - $612K
|
60.5K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
12.5K+ 52.6% |
$490K - $610K
|
36.2K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.1K+ 96.73% |
$476K - $593K
|
24.7K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.1K+ 60.21% |
$474K - $590K
|
32.1K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12KNew |
$472K - $587K
|
12K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
12K+ 5.67% |
$470K - $586K
|
224K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 78.05% |
$470K - $586K
|
27.3K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.9K+ 168.7% |
$467K - $582K
|
19K
$844K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$463K - $577K
|
11.8K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7K+ 26.96% |
$459K - $571K
|
55K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$457K - $569K
|
11.6K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.6KNew |
$453K - $565K
|
11.6K
$514K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$453K - $564K
|
11.5K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11.5K+ 110.94% |
$451K - $561K
|
21.8K
$972K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.5K+ 2.87% |
$451K - $561K
|
411K
$18.3M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$450K - $561K
|
11.5K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.1K+ 39.63% |
$435K - $542K
|
39.1K
$1.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10.7K+ 25.11% |
$418K - $521K
|
53.1K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
10.6K+ 24.98% |
$415K - $516K
|
52.8K
$2.35M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.2K+ 50.57% |
$401K - $499K
|
30.4K
$1.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$397K - $495K
|
10.1K
$450K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 19.76% |
$395K - $492K
|
61K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10K+ 105.76% |
$394K - $491K
|
19.5K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10KNew |
$393K - $490K
|
10K
$446K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.83KNew |
$386K - $481K
|
9.83K
$437K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
9.68K+ 199.32% |
$380K - $473K
|
14.5K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.57K+ 47.61% |
$376K - $468K
|
29.7K
$1.32M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.55KNew |
$375K - $467K
|
9.55K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.48K+ 16.59% |
$372K - $463K
|
66.6K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
9.33KNew |
$366K - $456K
|
9.33K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
9.24KNew |
$363K - $452K
|
9.24K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9K+ 14.17% |
$353K - $440K
|
72.5K
$3.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
8.9KNew |
$349K - $435K
|
8.9K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.77K+ 6.26% |
$344K - $429K
|
149K
$6.62M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.66KNew |
$340K - $423K
|
8.66K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.61KNew |
$338K - $421K
|
8.61K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.44KNew |
$331K - $413K
|
8.44K
$376K
|