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 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.82KNew |
$189K - $236K
|
4.82K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.74K+ 83.38% |
$186K - $232K
|
10.4K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.74K+ 70.1% |
$186K - $232K
|
11.5K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.74KNew |
$186K - $232K
|
4.74K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.69KNew |
$184K - $229K
|
4.69K
$209K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.51KNew |
$177K - $220K
|
4.51K
$200K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.48KNew |
$176K - $219K
|
4.48K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.32KNew |
$170K - $211K
|
4.32K
$192K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.28KNew |
$168K - $209K
|
4.28K
$191K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.23K+ 8.83% |
$166K - $207K
|
52.1K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
4.22KNew |
$166K - $206K
|
4.22K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.13K+ 7.08% |
$162K - $202K
|
62.4K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.89K+ 8.04% |
$153K - $190K
|
52.2K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.31K+ 54.57% |
$130K - $162K
|
9.37K
$417K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
3.29KNew |
$129K - $161K
|
3.29K
$147K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.04K+ 48.25% |
$119K - $149K
|
9.35K
$416K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.97K+ 5.67% |
$117K - $145K
|
55.3K
$2.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.89K+ 580.68% |
$113K - $141K
|
3.38K
$151K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.83K+ 5.06% |
$111K - $138K
|
58.8K
$2.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.8K+ 6.11% |
$110K - $137K
|
48.7K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.8K+ 49.73% |
$110K - $137K
|
8.43K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.76K+ 11.39% |
$108K - $135K
|
27K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.59K+ 2.83% |
$102K - $126K
|
94.1K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.51K+ 0.95% |
$98.6K - $123K
|
268K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.51K+ 20.06% |
$98.4K - $123K
|
15K
$667K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.41K+ 1.82% |
$94.7K - $118K
|
135K
$6.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.37KNew |
$93.1K - $116K
|
2.37K
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.26K+ 7.16% |
$88.7K - $110K
|
33.8K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.19K+ 31.12% |
$85.9K - $107K
|
9.22K
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17KNew |
$85.2K - $106K
|
2.17K
$96.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.17K+ 18.99% |
$85.2K - $106K
|
13.6K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.06K+ 19.81% |
$81K - $101K
|
12.5K
$555K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$78.5K - $97.8K
|
2K
$89K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2KNew |
$78.5K - $97.8K
|
2K
$89K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.99K+ 3.04% |
$77.9K - $97K
|
67.3K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.92KNew |
$75.2K - $93.6K
|
1.92K
$85.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91KNew |
$74.8K - $93.1K
|
1.91K
$84.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.88K+ 10.51% |
$74K - $92.1K
|
19.8K
$882K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.72K+ 10.2% |
$67.5K - $84.1K
|
18.6K
$827K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.7KNew |
$66.7K - $83.1K
|
1.7K
$75.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.68K+ 13.63% |
$65.8K - $81.9K
|
14K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.63K+ 1201.47% |
$64.2K - $79.9K
|
1.77K
$78.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.6KNew |
$62.8K - $78.2K
|
1.6K
$71.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 2.19% |
$54.8K - $68.3K
|
65K
$2.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.38K+ 0.78% |
$54.3K - $67.7K
|
180K
$7.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.08K+ 10.39% |
$42.2K - $52.6K
|
11.4K
$509K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.05KNew |
$41.2K - $51.3K
|
1.05K
$46.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.02KNew |
$40.1K - $50K
|
1.02K
$45.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.02K+ 5.36% |
$39.9K - $49.7K
|
20K
$889K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
988+ 0.7% |
$38.8K - $48.3K
|
142K
$6.34M
|