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 526,654 shares, which have been reported (via 13F filing form) to have a value of $19.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
114,680
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
103,661
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
62,199
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
61,242
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
42,413
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2024
Added 33.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
33,951
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 182.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,781
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
16,884
shares
|
$628,591
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
|
$395,941
0.0% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,672
shares
|
$322,858
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,439
shares
|
$314,183
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
7,730
shares
|
$287,787
0.0% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,027
shares
|
$261,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
7,000
shares
|
$260,609
0.02% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6,821
shares
|
$253,945
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
5,461
shares
|
$203,313
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
510
shares
|
$18,987
0.01% of portfolio
|
Q4 2023
Reduced 22.73%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
410
shares
|
$15,264
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
89
shares
|
$3,313
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
49
shares
|
$1,824
0.0% of portfolio
|
Q2 2024
Reduced 72.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|