Institutional Ownership Pacer Fds Tr Cfra Stovall Eql (SZNE)
This table provides information about the institutional ownership of Pacer Fds Tr Cfra Stovall Eql (SZNE). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 510,375 shares, which have been reported (via 13F filing form) to have a value of $19.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
122,723
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
107,005
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
95,669
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Added 53.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
61,242
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
42,413
shares
|
$1.65 Million
0.29% of portfolio
|
Q3 2024
Added 33.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
16,884
shares
|
$656,956
0.0% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,635
shares
|
$413,807
0.0% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,916
shares
|
$385,831
0.0% of portfolio
|
Q3 2024
Reduced 70.79%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,672
shares
|
$337,427
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,439
shares
|
$328,361
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$272,370
0.02% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,972
shares
|
$271,280
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,914
shares
|
$230,113
0.0% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,183
shares
|
$162,760
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
810
shares
|
$31,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
510
shares
|
$19,844
0.01% of portfolio
|
Q4 2023
Reduced 22.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
500
shares
|
$19,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
465
shares
|
$18,093
0.0% of portfolio
|
Q3 2024
Added 422.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$15,914
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
14
shares
|
$544
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|