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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.88K- 30.53% |
$258K - $287K
|
13.4K
$501K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.12K- 4.02% |
$268K - $299K
|
146K
$5.47M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.17K- 14.3% |
$270K - $301K
|
37K
$1.38M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.03K- 50.63% |
$308K - $343K
|
6.85K
$256K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7.56K- 8.81% |
$331K - $369K
|
78.2K
$2.93M
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-7.9K- 15.37% |
$346K - $385K
|
43.5K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.5K- 73.96% |
$372K - $414K
|
2.99K
$112K
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-8.78K- 17.6% |
$385K - $428K
|
41.1K
$1.54M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-8.97K- 6.55% |
$393K - $437K
|
128K
$4.79M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.1K- 0.97% |
$399K - $444K
|
932K
$34.9M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.79K- 26.56% |
$429K - $477K
|
27.1K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-10.2K- 41.83% |
$446K - $496K
|
14.1K
$529K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-10.5K- 16.29% |
$460K - $512K
|
54K
$2.02M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.6K- 2.55% |
$465K - $517K
|
405K
$15.1M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 11.09% |
$493K - $549K
|
90.2K
$3.38M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 81.86% |
$519K - $577K
|
2.62K
$98.1K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12K- 25.92% |
$527K - $587K
|
34.4K
$1.29M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-12.4K- 27.91% |
$545K - $606K
|
32.1K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.6K- 14.38% |
$554K - $616K
|
75.2K
$2.82M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12.7K- 40.5% |
$558K - $620K
|
18.7K
$699K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 26.77% |
$586K - $652K
|
36.6K
$1.37M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-13.6K- 89.36% |
$594K - $661K
|
1.62K
$60.4K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.2K- 3.86% |
$621K - $691K
|
353K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 0.19% |
$657K - $731K
|
7.88M
$295M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.3K- 10.77% |
$672K - $748K
|
127K
$4.75M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-15.4K- 4.82% |
$677K - $753K
|
305K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.1K- 7.79% |
$706K - $785K
|
191K
$7.13M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-16.3K- 43.02% |
$713K - $793K
|
21.5K
$806K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-16.5K- 41.35% |
$725K - $806K
|
23.5K
$878K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-16.6K- 7.19% |
$727K - $809K
|
214K
$8.01M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-17.3K- 36.96% |
$760K - $845K
|
29.6K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.1K- 15.89% |
$795K - $885K
|
96K
$3.59M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-18.8K- 21.82% |
$826K - $918K
|
67.5K
$2.52M
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-19.2K- 19.08% |
$840K - $934K
|
81.3K
$3.04M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-19.4K- 99.82% |
$850K - $946K
|
35
$1.31K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-19.5K- 65.62% |
$853K - $949K
|
10.2K
$381K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-19.9K- 4.37% |
$873K - $971K
|
436K
$16.3M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.5K- 48.15% |
$942K - $1.05M
|
23.1K
$866K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.7K- 2.13% |
$953K - $1.06M
|
999K
$37.4M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.3K- 25.2% |
$1.02M - $1.13M
|
69.1K
$2.58M
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-23.5K- 6.1% |
$1.03M - $1.15M
|
362K
$13.5M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-24K- 73.81% |
$1.05M - $1.17M
|
8.52K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.9K- 26.47% |
$1.13M - $1.26M
|
71.8K
$2.69M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.4K- 8.27% |
$1.16M - $1.29M
|
293K
$11M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-26.9K- 82.39% |
$1.18M - $1.31M
|
5.75K
$215K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-29K- 53.29% |
$1.27M - $1.42M
|
25.4K
$952K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-29.6K- 6.51% |
$1.3M - $1.44M
|
425K
$15.9M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31.8K- 76.22% |
$1.39M - $1.55M
|
9.91K
$371K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.2K- 17.71% |
$1.41M - $1.57M
|
150K
$5.6M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-35.6K- 26.22% |
$1.56M - $1.74M
|
100K
$3.75M
|