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 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.6K+ 139.0% |
$592K - $651K
|
21.7K
$1.24M
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
12.6K+ 4.23% |
$592K - $650K
|
311K
$17.8M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12.4K+ 42.26% |
$581K - $638K
|
41.6K
$2.38M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.8K+ 1.9% |
$555K - $610K
|
632K
$36.2M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 696.19% |
$533K - $586K
|
13K
$743K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.3K+ 64.6% |
$529K - $582K
|
28.7K
$1.64M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 12.5% |
$523K - $575K
|
100K
$5.74M
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
11K+ 38.01% |
$517K - $568K
|
40K
$2.29M
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4K+ 23.23% |
$489K - $538K
|
55.2K
$3.16M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.2K+ 170.92% |
$480K - $528K
|
16.2K
$927K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
9.98K+ 8.44% |
$469K - $515K
|
128K
$7.35M
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
9.97K+ 5.35% |
$469K - $515K
|
196K
$11.2M
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
9.84K+ 4.62% |
$462K - $508K
|
223K
$12.8M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.84KNew |
$462K - $508K
|
9.84K
$563K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.73KNew |
$457K - $502K
|
9.73K
$557K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.61K+ 2.99% |
$452K - $496K
|
331K
$19M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.14K+ 17.38% |
$430K - $472K
|
61.8K
$3.54M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.1K+ 13.69% |
$428K - $470K
|
75.6K
$4.33M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.95KNew |
$420K - $462K
|
8.95K
$512K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.87K+ 56.58% |
$417K - $458K
|
24.5K
$1.41M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.81K+ 38.63% |
$414K - $455K
|
31.6K
$1.81M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.67KNew |
$408K - $448K
|
8.67K
$497K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.67K+ 9.19% |
$408K - $448K
|
103K
$5.9M
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
8.64K+ 96.85% |
$406K - $446K
|
17.6K
$1.01M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
8.63K+ 12.67% |
$405K - $446K
|
76.7K
$4.39M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8.38KNew |
$394K - $433K
|
8.38K
$480K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.37K+ 11.83% |
$393K - $432K
|
79.1K
$4.53M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.36K+ 20.1% |
$393K - $432K
|
49.9K
$2.86M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
8.25KNew |
$388K - $426K
|
8.25K
$472K
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.04KNew |
$378K - $415K
|
8.04K
$460K
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.01K+ 4.98% |
$376K - $414K
|
169K
$9.67M
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
7.94KNew |
$373K - $410K
|
7.94K
$454K
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.89KNew |
$371K - $407K
|
7.89K
$452K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.81K+ 5.26% |
$367K - $404K
|
157K
$8.96M
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.79K+ 2.38% |
$366K - $402K
|
334K
$19.1M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.58KNew |
$356K - $391K
|
7.58K
$434K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.3K+ 6.03% |
$343K - $377K
|
128K
$7.35M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7KNew |
$329K - $362K
|
7K
$401K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.95K+ 174.05% |
$327K - $359K
|
10.9K
$627K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 8.94% |
$317K - $348K
|
82.1K
$4.7M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.73KNew |
$316K - $348K
|
6.73K
$385K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
6.67K+ 8.56% |
$313K - $344K
|
84.6K
$4.84M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
6.55KNew |
$308K - $338K
|
6.55K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.43K+ 4.11% |
$302K - $332K
|
163K
$9.31M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.12K+ 7.78% |
$288K - $316K
|
84.8K
$4.86M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.06K+ 4.28% |
$285K - $313K
|
147K
$8.44M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.04KNew |
$284K - $312K
|
6.04K
$346K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.86KNew |
$275K - $302K
|
5.86K
$335K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.67K+ 10.96% |
$266K - $293K
|
57.4K
$3.28M
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
5.64KNew |
$265K - $291K
|
5.64K
$323K
|