Purchases and Sales Made in Q4 2024 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 2024. 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 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
333K+ 1114.53% |
$14.6M - $16.2M
|
363K
$16.4M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
97KNew |
$4.25M - $4.73M
|
97K
$4.39M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
71.2KNew |
$3.12M - $3.47M
|
71.2K
$3.22M
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
69.5K+ 102.29% |
$3.05M - $3.39M
|
138K
$6.22M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
38.9K+ 8.64% |
$1.7M - $1.9M
|
489K
$22.1M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
38.5KNew |
$1.69M - $1.88M
|
38.5K
$1.74M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.1KNew |
$1.36M - $1.52M
|
31.1K
$1.41M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
30.3KNew |
$1.33M - $1.48M
|
30.3K
$1.37M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
28.5K+ 6.84% |
$1.25M - $1.39M
|
444K
$20.1M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
24.4K+ 427.26% |
$1.07M - $1.19M
|
30.1K
$1.36M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.1K+ 7.61% |
$1.01M - $1.13M
|
327K
$14.8M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.4K+ 39.5% |
$980K - $1.09M
|
78.9K
$3.57M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20.3K+ 3.26% |
$890K - $990K
|
642K
$29M
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18.1KNew |
$791K - $880K
|
18.1K
$816K
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
16.9K+ 7.16% |
$743K - $826K
|
253K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16.3KNew |
$715K - $795K
|
16.3K
$737K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.2KNew |
$667K - $742K
|
15.2K
$688K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 73.56% |
$591K - $657K
|
31.8K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.4KNew |
$585K - $651K
|
13.4K
$604K
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
12.1KNew |
$530K - $589K
|
12.1K
$546K
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.7KNew |
$469K - $521K
|
10.7K
$483K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5K+ 80.86% |
$461K - $513K
|
23.5K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10.4K+ 6.15% |
$456K - $507K
|
179K
$8.11M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
8.92K+ 4.33% |
$391K - $435K
|
215K
$9.71M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.52K+ 38.14% |
$374K - $416K
|
30.9K
$1.4M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
8.3KNew |
$364K - $405K
|
8.3K
$375K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 7.86% |
$345K - $384K
|
108K
$4.89M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.58KNew |
$332K - $369K
|
7.58K
$343K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.9K+ 50.81% |
$302K - $336K
|
20.5K
$926K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.23K+ 50.23% |
$273K - $304K
|
18.6K
$843K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02KNew |
$264K - $294K
|
6.02K
$272K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 60.95% |
$226K - $251K
|
13.6K
$614K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88K+ 20.61% |
$214K - $238K
|
28.6K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.88K+ 13.32% |
$214K - $238K
|
41.5K
$1.88M
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 2.91% |
$203K - $225K
|
163K
$7.38M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.54K+ 20.77% |
$199K - $221K
|
26.4K
$1.19M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 17.87% |
$198K - $220K
|
29.8K
$1.35M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.45K+ 1.3% |
$195K - $217K
|
346K
$15.6M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.23K+ 7.97% |
$185K - $206K
|
57.3K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.8KNew |
$167K - $185K
|
3.8K
$172K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.43K+ 6.37% |
$150K - $167K
|
57.2K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.08K+ 1.93% |
$135K - $150K
|
163K
$7.35M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.06K+ 20.33% |
$134K - $149K
|
18.1K
$819K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.84K+ 6.92% |
$125K - $139K
|
43.9K
$1.99M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.63K+ 6.8% |
$115K - $128K
|
41.3K
$1.87M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.54K+ 3.44% |
$111K - $124K
|
76.4K
$3.45M
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.16K+ 22.23% |
$94.7K - $105K
|
11.9K
$537K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.16K+ 5.74% |
$94.7K - $105K
|
39.8K
$1.8M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.87K+ 20.95% |
$81.8K - $91K
|
10.8K
$487K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.83K+ 26.62% |
$80.1K - $89.1K
|
8.7K
$393K
|