Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.8M+ 14.13% |
$367M - $412M
|
63M
$3.61B
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.62M+ 81.27% |
$123M - $138M
|
5.85M
$335M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52M+ 12.46% |
$119M - $133M
|
22.7M
$1.3B
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.82M+ 13.79% |
$85.9M - $96.2M
|
15M
$861M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.64MNew |
$77.2M - $86.6M
|
1.64M
$93.8M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46M+ 13.61% |
$68.7M - $77M
|
12.2M
$696M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
929K+ 18.83% |
$43.7M - $49M
|
5.86M
$335M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
822K+ 9.47% |
$38.7M - $43.4M
|
9.5M
$544M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
762K+ 23.16% |
$35.9M - $40.2M
|
4.05M
$232M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
749K+ 44.15% |
$35.3M - $39.5M
|
2.44M
$140M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
709K+ 12.6% |
$33.4M - $37.4M
|
6.34M
$363M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
699K+ 96.72% |
$32.9M - $36.9M
|
1.42M
$81.4M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
658K+ 33169.56% |
$31M - $34.7M
|
660K
$37.8M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
626K+ 19.11% |
$29.5M - $33.1M
|
3.9M
$223M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
609K+ 13.07% |
$28.7M - $32.1M
|
5.27M
$302M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
588K+ 19.85% |
$27.7M - $31M
|
3.55M
$203M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
579KNew |
$27.3M - $30.6M
|
579K
$33.1M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
425KNew |
$20M - $22.4M
|
425K
$24.3M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
420K+ 87.7% |
$19.8M - $22.2M
|
900K
$51.5M
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
406KNew |
$19.1M - $21.4M
|
406K
$23.2M
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
403KNew |
$19M - $21.3M
|
403K
$23M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
399K+ 195.71% |
$18.8M - $21M
|
602K
$34.5M
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
327K+ 53.85% |
$15.4M - $17.3M
|
935K
$53.5M
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
320KNew |
$15.1M - $16.9M
|
320K
$18.3M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
308K+ 1292.7% |
$14.5M - $16.3M
|
332K
$19M
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
306KNew |
$14.4M - $16.1M
|
306K
$17.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
299KNew |
$14.1M - $15.8M
|
299K
$17.1M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
281K+ 31.55% |
$13.2M - $14.8M
|
1.17M
$67.1M
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
279K+ 79.22% |
$13.2M - $14.7M
|
632K
$36.2M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
276K+ 206.44% |
$13M - $14.6M
|
410K
$23.4M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
267K+ 47.05% |
$12.6M - $14.1M
|
836K
$47.8M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
261K+ 56.12% |
$12.3M - $13.8M
|
726K
$41.5M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
244K+ 20.38% |
$11.5M - $12.9M
|
1.44M
$82.4M
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
241KNew |
$11.3M - $12.7M
|
241K
$13.8M
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
228K+ 5470.27% |
$10.8M - $12.1M
|
233K
$13.3M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
218K+ 48.74% |
$10.2M - $11.5M
|
664K
$38M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215K+ 42.05% |
$10.1M - $11.3M
|
725K
$41.5M
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
212KNew |
$9.98M - $11.2M
|
212K
$12.1M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
200K+ 190.63% |
$9.42M - $10.6M
|
305K
$17.5M
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
198KNew |
$9.32M - $10.5M
|
198K
$11.3M
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
189KNew |
$8.91M - $9.99M
|
189K
$10.8M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
179K+ 114.55% |
$8.44M - $9.46M
|
336K
$19.2M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
175K+ 14.24% |
$8.26M - $9.26M
|
1.41M
$80.5M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
171K+ 27.03% |
$8.05M - $9.02M
|
803K
$45.9M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
170K+ 41.68% |
$7.98M - $8.95M
|
576K
$33M
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
160KNew |
$7.53M - $8.44M
|
160K
$9.15M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
158K+ 20.3% |
$7.45M - $8.35M
|
938K
$53.7M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
145K+ 42.99% |
$6.84M - $7.67M
|
483K
$27.6M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
143KNew |
$6.73M - $7.55M
|
143K
$8.18M
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
141KNew |
$6.65M - $7.45M
|
141K
$8.08M
|