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
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
976+ 152.02% |
$38.3K - $47.7K
|
1.62K
$72K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
900+ 17.27% |
$35.3K - $44K
|
6.11K
$272K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$35.3K - $44K
|
900
$40.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
876+ 6.31% |
$34.4K - $42.8K
|
14.8K
$657K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
810New |
$31.8K - $39.6K
|
810
$36K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
759+ 8.89% |
$29.8K - $37.1K
|
9.3K
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
713New |
$28K - $34.9K
|
713
$31.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
713New |
$28K - $34.9K
|
713
$31.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
707+ 3.76% |
$27.8K - $34.6K
|
19.5K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
704+ 1.65% |
$27.6K - $34.4K
|
43.4K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
686+ 13.49% |
$26.9K - $33.5K
|
5.77K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
666+ 31.42% |
$26.1K - $32.6K
|
2.79K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
598+ 5.14% |
$23.5K - $29.2K
|
12.2K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
544+ 2.55% |
$21.4K - $26.6K
|
21.9K
$974K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
528New |
$20.7K - $25.8K
|
528
$23.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
500New |
$19.6K - $24.4K
|
500
$22.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$19.6K - $24.4K
|
500
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
432New |
$17K - $21.1K
|
432
$19.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
402+ 1.0% |
$15.8K - $19.7K
|
40.6K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
375+ 1.01% |
$14.7K - $18.3K
|
37.4K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
361+ 9025.0% |
$14.2K - $17.6K
|
365
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
361+ 9025.0% |
$14.2K - $17.6K
|
365
$16.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
347+ 7.75% |
$13.6K - $17K
|
4.82K
$215K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
305New |
$12K - $14.9K
|
305
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
291New |
$11.4K - $14.2K
|
291
$12.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
275New |
$10.8K - $13.4K
|
275
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
220New |
$8.64K - $10.8K
|
220
$9.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
173New |
$6.79K - $8.46K
|
173
$7.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123New |
$4.83K - $6.01K
|
123
$5.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
113+ 1.6% |
$4.44K - $5.52K
|
7.18K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$3.93K - $4.89K
|
100
$4.45K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$3.93K - $4.89K
|
100
$4.45K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
93+ 1.11% |
$3.65K - $4.55K
|
8.49K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
90New |
$3.53K - $4.4K
|
90
$4.01K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
74New |
$2.91K - $3.62K
|
74
$3.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
71New |
$2.79K - $3.47K
|
71
$3.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
61New |
$2.39K - $2.98K
|
61
$2.71K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.3K - $1.61K
|
33
$1.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 2500.0% |
$982 - $1.22K
|
26
$1.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12New |
$471 - $587
|
12
$534
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 0.51% |
$471 - $587
|
2.37K
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 7.92% |
$314 - $391
|
109
$4.85K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$275 - $342
|
7
$312
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.06% |
$236 - $293
|
9.34K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.14% |
$39.3 - $48.9
|
712
$31.7K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3- 0.62% |
$118 - $147
|
481
$21.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-121- 0.79% |
$4.75K - $5.92K
|
15.2K
$677K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-170- 58.82% |
$6.67K - $8.31K
|
119
$5.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-225- 1.19% |
$8.83K - $11K
|
18.7K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-328- 0.56% |
$12.9K - $16K
|
58.3K
$2.59M
|