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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-351- 0.67% |
$13.8K - $17.2K
|
52.3K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-405- 2.98% |
$15.9K - $19.8K
|
13.2K
$586K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-582- 0.55% |
$22.8K - $28.5K
|
106K
$4.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-588- 1.28% |
$23.1K - $28.7K
|
45.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-690- 18.04% |
$27.1K - $33.7K
|
3.14K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-921- 7.15% |
$36.2K - $45K
|
12K
$532K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-990- 7.28% |
$38.9K - $48.4K
|
12.6K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.38K- 12.62% |
$54.2K - $67.5K
|
9.56K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 8.7% |
$62.8K - $78.2K
|
16.8K
$748K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.78K- 1.39% |
$69.9K - $87.1K
|
127K
$5.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.95K- 90.69% |
$76.5K - $95.3K
|
200
$8.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.23K- 4.48% |
$87.4K - $109K
|
47.4K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.81K- 5.65% |
$110K - $137K
|
46.8K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.24K- 4.06% |
$127K - $159K
|
76.7K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.3K- 3.14% |
$130K - $162K
|
102K
$4.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.91K- 8.17% |
$153K - $191K
|
43.9K
$1.95M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.02K- 74.28% |
$158K - $196K
|
1.39K
$61.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.26K- 36.81% |
$167K - $208K
|
7.32K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.29K- 7.36% |
$208K - $259K
|
66.5K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6.28K- 2.78% |
$247K - $307K
|
220K
$9.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7.13K- 2.38% |
$280K - $349K
|
292K
$13M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-7.6K- 1.14% |
$298K - $371K
|
661K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.2K- 27.25% |
$398K - $496K
|
27.1K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-11.3K- 61.51% |
$444K - $553K
|
7.08K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 72.97% |
$460K - $573K
|
4.34K
$193K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.5K- 6.44% |
$491K - $611K
|
181K
$8.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.4K- 46.9% |
$565K - $703K
|
16.3K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-14.8K- 54.42% |
$583K - $725K
|
12.4K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.5K- 37.3% |
$610K - $760K
|
26.1K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3K- 34.95% |
$640K - $797K
|
30.3K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.3K- 44.01% |
$678K - $845K
|
22K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.6K- 63.42% |
$691K - $861K
|
10.2K
$452K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-18.5K- 42.51% |
$727K - $905K
|
25K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.7K- 16.89% |
$736K - $916K
|
92.2K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-30.4K- 76.13% |
$1.19M - $1.48M
|
9.52K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-50.9K- 66.19% |
$2M - $2.49M
|
26K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-58.4K- 35.51% |
$2.29M - $2.85M
|
106K
$4.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-59.9K- 92.55% |
$2.35M - $2.93M
|
4.83K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-71.7K- 62.73% |
$2.82M - $3.51M
|
42.6K
$1.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-77.5K- 71.8% |
$3.04M - $3.79M
|
30.4K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-113K- 31.76% |
$4.43M - $5.52M
|
243K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-676K- 97.92% |
$26.5M - $33.1M
|
14.4K
$640K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.66M- 14.18% |
$65.2M - $81.1M
|
10M
$447M
|