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 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.89K- 7.28% |
$136K - $153K
|
36.9K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.99K- 1.04% |
$141K - $158K
|
284K
$16.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-3.11K- 2.02% |
$146K - $164K
|
150K
$8.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.11K- 0.29% |
$146K - $164K
|
1.08M
$64.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.27K- 1.26% |
$154K - $172K
|
257K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.59K- 19.85% |
$169K - $189K
|
14.5K
$865K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-3.68K- 0.99% |
$173K - $194K
|
367K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.87K- 2.35% |
$182K - $204K
|
161K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.98K- 15.92% |
$187K - $210K
|
21K
$1.25M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.14K- 14.79% |
$195K - $219K
|
23.9K
$1.42M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.32K- 13.44% |
$203K - $228K
|
27.8K
$1.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.5K- 45.81% |
$212K - $238K
|
5.33K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 3.57% |
$217K - $243K
|
124K
$7.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.65K- 47.81% |
$219K - $245K
|
5.08K
$303K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-5.76K- 2.64% |
$271K - $304K
|
213K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5.8K- 4.59% |
$273K - $306K
|
121K
$7.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.19K- 6.91% |
$291K - $326K
|
83.4K
$4.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.28K- 7.25% |
$296K - $331K
|
80.3K
$4.79M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.31K- 7.97% |
$297K - $333K
|
72.8K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.41K- 10.23% |
$302K - $339K
|
56.3K
$3.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.77K- 5.66% |
$319K - $358K
|
113K
$6.73M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.86K- 36.48% |
$323K - $362K
|
11.9K
$712K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.39K- 10.65% |
$348K - $390K
|
62K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7.47K- 0.99% |
$352K - $394K
|
749K
$44.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-8.46K- 15.69% |
$398K - $446K
|
45.4K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-8.5K- 30.41% |
$400K - $448K
|
19.4K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-9.5K- 3.62% |
$447K - $501K
|
253K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.71K- 62.1% |
$457K - $513K
|
5.93K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.92K- 24.39% |
$467K - $524K
|
30.8K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.8K- 4.35% |
$507K - $568K
|
237K
$14.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-13.1K- 62.98% |
$618K - $693K
|
7.72K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-13.7K- 51.09% |
$645K - $722K
|
13.1K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15K- 22.86% |
$706K - $791K
|
50.6K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15K- 11.63% |
$709K - $794K
|
114K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.3K- 23.17% |
$722K - $810K
|
50.9K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16.1K- 96.64% |
$757K - $848K
|
559
$33.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-17.7K- 6.21% |
$831K - $932K
|
267K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.2K- 14.72% |
$856K - $960K
|
105K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 18.08% |
$932K - $1.04M
|
89.7K
$5.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-21.9K- 20.17% |
$1.03M - $1.16M
|
86.7K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-22.4K- 18.64% |
$1.05M - $1.18M
|
97.7K
$5.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-23.3K- 60.88% |
$1.1M - $1.23M
|
15K
$893K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.1K- 23.8% |
$1.18M - $1.32M
|
80.3K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-25.1K- 13.68% |
$1.18M - $1.32M
|
158K
$9.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-26.2K- 34.82% |
$1.23M - $1.38M
|
49.1K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-26.9K- 48.72% |
$1.27M - $1.42M
|
28.3K
$1.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27.2K- 28.41% |
$1.28M - $1.44M
|
68.6K
$4.09M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-27.7K- 30.03% |
$1.3M - $1.46M
|
64.5K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-28.2K- 54.75% |
$1.33M - $1.49M
|
23.3K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28.3K- 44.1% |
$1.33M - $1.49M
|
35.9K
$2.14M
|