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 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
146+ 2.71% |
$6.4K - $7.12K
|
5.52K
$235K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
129New |
$5.66K - $6.29K
|
129
$5.49K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
124+ 0.71% |
$5.44K - $6.05K
|
17.5K
$744K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
122+ 0.89% |
$5.35K - $5.95K
|
13.8K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
110New |
$4.82K - $5.36K
|
110
$4.68K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 1.36% |
$4.38K - $4.88K
|
7.44K
$317K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
98New |
$4.3K - $4.78K
|
98
$4.17K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
92New |
$4.03K - $4.49K
|
92
$3.92K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
90+ 2.32% |
$3.95K - $4.39K
|
3.97K
$169K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
63+ 6.31% |
$2.76K - $3.07K
|
1.06K
$45.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 5.11% |
$2.67K - $2.97K
|
1.25K
$53.4K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 0.81% |
$1.97K - $2.19K
|
5.59K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 37.0% |
$1.62K - $1.8K
|
137
$5.83K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 0.62% |
$1.45K - $1.61K
|
5.33K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
32+ 0.32% |
$1.4K - $1.56K
|
10K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30New |
$1.32K - $1.46K
|
30
$1.28K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29+ 0.32% |
$1.27K - $1.41K
|
9.03K
$384K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18+ 0.18% |
$789 - $878
|
10.3K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13+ 0.06% |
$570 - $634
|
22.7K
$965K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$526 - $585
|
8.46K
$360K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.35% |
$307 - $341
|
2.03K
$86.6K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 0.18% |
$219 - $244
|
2.77K
$118K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2+ 0.41% |
$87.7 - $97.5
|
486
$20.7K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$43.8 - $48.8
|
960
$40.9K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 1.08% |
$43.8 - $48.8
|
94
$4K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.84% |
$43.8 - $48.8
|
120
$5.11K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.43% |
$175 - $195
|
276
$11.7K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.25% |
$658 - $731
|
6.08K
$259K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21- 0.28% |
$921 - $1.02K
|
7.39K
$315K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-23- 24.47% |
$1.01K - $1.12K
|
71
$3.02K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 3.27% |
$1.05K - $1.17K
|
711
$30.3K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-52- 0.2% |
$2.28K - $2.54K
|
26.2K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-52- 12.18% |
$2.28K - $2.54K
|
375
$16K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-63- 0.13% |
$2.76K - $3.07K
|
49.8K
$2.12M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 0.49% |
$3.24K - $3.61K
|
15.1K
$642K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-76- 2.27% |
$3.33K - $3.71K
|
3.27K
$139K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 3.73% |
$3.59K - $4K
|
2.12K
$90.2K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-85- 5.9% |
$3.73K - $4.14K
|
1.36K
$57.7K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-138- 2.88% |
$6.05K - $6.73K
|
4.65K
$198K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.43% |
$6.75K - $7.51K
|
35.5K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-158- 20.63% |
$6.93K - $7.7K
|
608
$25.9K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-159- 0.49% |
$6.97K - $7.75K
|
32.1K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-176- 49.03% |
$7.72K - $8.58K
|
183
$7.79K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-205- 15.43% |
$8.99K - $10K
|
1.12K
$47.8K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-215- 1.8% |
$9.43K - $10.5K
|
11.7K
$499K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-255- 1.46% |
$11.2K - $12.4K
|
17.2K
$733K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-323- 1.28% |
$14.2K - $15.7K
|
24.9K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-341- 0.31% |
$14.9K - $16.6K
|
108K
$4.59M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-347- 2.74% |
$15.2K - $16.9K
|
12.3K
$524K
|