Purchases and Sales Made in Q3 2023 in Pacer Fds Tr Us Cash Cows 100 (COWZ)
This table provides information about the institutional ownership of Pacer Fds Tr Us Cash Cows 100 (COWZ) during Q3 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR US CASH COWS 100 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.6K- 7.97% |
$545K - $599K
|
134K
$7.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.6K- 9.8% |
$590K - $649K
|
116K
$6.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.4K- 9.76% |
$632K - $694K
|
124K
$7.41M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14K- 63.03% |
$656K - $721K
|
8.19K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-14.1K- 26.92% |
$662K - $728K
|
38.3K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-14.6K- 2.17% |
$688K - $756K
|
659K
$39.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 2.72% |
$693K - $762K
|
526K
$31.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-15.8K- 2.89% |
$741K - $815K
|
530K
$31.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.2K- 96.04% |
$763K - $838K
|
670
$40K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19.4K- 66.67% |
$912K - $1M
|
9.7K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21.5K- 3.54% |
$1.01M - $1.11M
|
587K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.9K- 40.16% |
$1.03M - $1.13M
|
32.6K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.5K- 15.72% |
$1.06M - $1.16M
|
120K
$7.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-24K- 53.54% |
$1.13M - $1.24M
|
20.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-24.3K- 15.44% |
$1.14M - $1.26M
|
133K
$7.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28.1K- 19.97% |
$1.32M - $1.45M
|
113K
$6.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-32.6K- 99.77% |
$1.53M - $1.69M
|
76
$4.53K
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-36.8K- 11.36% |
$1.73M - $1.9M
|
287K
$17.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.4K- 14.55% |
$1.9M - $2.09M
|
237K
$14.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-40.9K- 6.71% |
$1.92M - $2.11M
|
569K
$33.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.7K- 7.21% |
$2.53M - $2.78M
|
692K
$41.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-56.3K- 19.69% |
$2.64M - $2.91M
|
230K
$13.7M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-64.5K- 6.79% |
$3.03M - $3.33M
|
885K
$52.8M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-65.4K- 79.99% |
$3.07M - $3.38M
|
16.4K
$976K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.5K- 1.88% |
$4.21M - $4.62M
|
4.66M
$278M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-128K- 10.09% |
$6.02M - $6.61M
|
1.14M
$68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-141K- 43.49% |
$6.61M - $7.26M
|
183K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-141K- 51.81% |
$6.63M - $7.28M
|
131K
$7.82M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-153K- 96.69% |
$7.21M - $7.92M
|
5.25K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-170K- 39.35% |
$8M - $8.8M
|
262K
$15.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-173K- 76.26% |
$8.14M - $8.94M
|
53.9K
$3.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201K- 3.92% |
$9.47M - $10.4M
|
4.93M
$294M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-297K- 71.22% |
$14M - $15.3M
|
120K
$7.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-315K- 82.61% |
$14.8M - $16.2M
|
66.2K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-315K- 82.75% |
$14.8M - $16.2M
|
65.6K
$3.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-503K- 22.89% |
$23.7M - $26M
|
1.7M
$101M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-521K- 64.63% |
$24.5M - $26.9M
|
285K
$17M
|