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 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$331K - $412K
|
8.42K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
8.33KNew |
$327K - $407K
|
8.33K
$370K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
8.25KNew |
$324K - $403K
|
8.25K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.19K+ 2.85% |
$321K - $400K
|
295K
$13.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.05K+ 46.98% |
$316K - $394K
|
25.2K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.81K+ 125.51% |
$307K - $382K
|
14K
$625K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.71KNew |
$303K - $377K
|
7.71K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.67KNew |
$301K - $375K
|
7.67K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.36K+ 97.72% |
$289K - $360K
|
14.9K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
7.13K+ 18.59% |
$280K - $349K
|
45.5K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
7.08KNew |
$278K - $346K
|
7.08K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.84KNew |
$269K - $335K
|
6.84K
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 27.23% |
$265K - $331K
|
31.6K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6.75K+ 114.69% |
$265K - $330K
|
12.6K
$562K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.72K+ 4.04% |
$264K - $328K
|
173K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.7KNew |
$263K - $327K
|
6.7K
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.69K+ 15.66% |
$263K - $327K
|
49.4K
$2.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.62KNew |
$260K - $324K
|
6.62K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.6K+ 2.07% |
$259K - $323K
|
326K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.6KNew |
$259K - $323K
|
6.6K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.59KNew |
$259K - $322K
|
6.59K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.57K+ 21.75% |
$258K - $321K
|
36.8K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.43K+ 90.03% |
$252K - $314K
|
13.6K
$604K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
6.35KNew |
$249K - $310K
|
6.35K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.23KNew |
$245K - $305K
|
6.23K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
6.2KNew |
$243K - $303K
|
6.2K
$276K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6.18KNew |
$242K - $302K
|
6.18K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.17K+ 36.12% |
$242K - $302K
|
23.3K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.08KNew |
$239K - $297K
|
6.08K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.04K+ 32.96% |
$237K - $295K
|
24.4K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
6K+ 46.93% |
$236K - $293K
|
18.8K
$836K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.97KNew |
$234K - $292K
|
5.97K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
5.78KNew |
$227K - $283K
|
5.78K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.73KNew |
$225K - $280K
|
5.73K
$255K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.68KNew |
$223K - $278K
|
5.68K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.67KNew |
$223K - $277K
|
5.67K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.66K+ 32.24% |
$222K - $277K
|
23.2K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.57KNew |
$219K - $272K
|
5.57K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 76.43% |
$214K - $267K
|
12.6K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.38KNew |
$211K - $263K
|
5.38K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.33KNew |
$209K - $261K
|
5.33K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.3K+ 94.32% |
$208K - $259K
|
10.9K
$486K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.23K+ 28.09% |
$205K - $256K
|
23.8K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.11KNew |
$201K - $250K
|
5.11K
$227K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
5.03K+ 13.58% |
$197K - $246K
|
42K
$1.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.03KNew |
$197K - $246K
|
5.03K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5K+ 8.4% |
$196K - $244K
|
64.5K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
4.97KNew |
$195K - $243K
|
4.97K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.96K+ 35.46% |
$195K - $242K
|
18.9K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.83KNew |
$190K - $236K
|
4.83K
$215K
|