Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Pacer Us Small Ca (CALF)
This table provides information about the institutional ownership of Pacer Fds Tr Pacer Us Small Ca (CALF) during Q4 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR PACER US SMALL CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.52K+ 38.14% |
$374K - $416K
|
30.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.5K+ 157.86% |
$373K - $414K
|
13.9K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
8.3KNew |
$364K - $405K
|
8.3K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.29KNew |
$363K - $404K
|
8.29K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.26KNew |
$362K - $403K
|
8.26K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8K+ 13.83% |
$351K - $390K
|
65.9K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 7.86% |
$345K - $384K
|
108K
$4.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.58KNew |
$332K - $369K
|
7.58K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.28K+ 14.16% |
$319K - $355K
|
58.6K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.17KNew |
$314K - $350K
|
7.17K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.93KNew |
$304K - $338K
|
6.93K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.9K+ 50.81% |
$302K - $336K
|
20.5K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.76K+ 6.07% |
$296K - $329K
|
118K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$284K - $316K
|
6.47K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.23K+ 50.23% |
$273K - $304K
|
18.6K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.19KNew |
$272K - $302K
|
6.19K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.03K+ 12.27% |
$264K - $294K
|
55.2K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.02KNew |
$264K - $294K
|
6.02K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.96KNew |
$261K - $291K
|
5.96K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.92KNew |
$259K - $289K
|
5.92K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.69KNew |
$249K - $277K
|
5.69K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$249K - $277K
|
5.69K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.62KNew |
$246K - $274K
|
5.62K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.61KNew |
$246K - $273K
|
5.61K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.6K+ 8.97% |
$245K - $273K
|
68K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.49K+ 5.03% |
$241K - $268K
|
115K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.44K+ 24.48% |
$239K - $265K
|
27.7K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.28K+ 10.08% |
$231K - $257K
|
57.7K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.15K+ 60.95% |
$226K - $251K
|
13.6K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
5.12K+ 17.36% |
$224K - $250K
|
34.6K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 4.89% |
$222K - $247K
|
108K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.01KNew |
$220K - $244K
|
5.01K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5KNew |
$219K - $244K
|
5K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.97K+ 10.87% |
$218K - $242K
|
50.7K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.93K+ 92.55% |
$216K - $240K
|
10.3K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88K+ 20.61% |
$214K - $238K
|
28.6K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.88K+ 13.32% |
$214K - $238K
|
41.5K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.87K+ 8.28% |
$213K - $237K
|
63.6K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.82KNew |
$211K - $235K
|
4.82K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.79KNew |
$210K - $233K
|
4.79K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 2.91% |
$203K - $225K
|
163K
$6.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.62K+ 17.04% |
$202K - $225K
|
31.7K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.54K+ 20.77% |
$199K - $221K
|
26.4K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 17.87% |
$198K - $220K
|
29.8K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.45K+ 1.3% |
$195K - $217K
|
346K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.41K+ 22.98% |
$193K - $215K
|
23.6K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.23K+ 7.97% |
$185K - $206K
|
57.3K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.2K+ 94.17% |
$184K - $205K
|
8.66K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.16K+ 28.08% |
$182K - $203K
|
19K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.8KNew |
$167K - $185K
|
3.8K
$162K
|