Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) during Q1 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FD OF FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
788K+ 1886.41% |
$20.2M - $21.3M
|
830K
$24.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
626K+ 105.38% |
$16M - $16.9M
|
1.22M
$35.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
418K+ 256.77% |
$10.7M - $11.3M
|
581K
$16.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
416KNew |
$10.7M - $11.2M
|
416K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
206K+ 58.23% |
$5.28M - $5.57M
|
560K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
151KNew |
$3.88M - $4.09M
|
151K
$4.4M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
123K+ 64.66% |
$3.15M - $3.32M
|
313K
$9.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
81.1K+ 15.44% |
$2.08M - $2.19M
|
606K
$17.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
65.9K+ 86.39% |
$1.69M - $1.78M
|
142K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.8K+ 56.1% |
$1.38M - $1.45M
|
150K
$4.36M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
51.1KNew |
$1.31M - $1.38M
|
51.1K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
40.3K+ 6.77% |
$1.03M - $1.09M
|
636K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.7K+ 7.61% |
$966K - $1.02M
|
533K
$15.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23.9KNew |
$611K - $644K
|
23.9K
$694K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 34.64% |
$600K - $632K
|
91K
$2.65M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
14.3K+ 119.9% |
$367K - $386K
|
26.2K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.9K+ 4.42% |
$356K - $375K
|
328K
$9.55M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.7KNew |
$326K - $344K
|
12.7K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7K+ 155.21% |
$326K - $343K
|
20.9K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.11% |
$307K - $323K
|
208K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.4K+ 31.36% |
$293K - $309K
|
47.9K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 11.64% |
$287K - $303K
|
107K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 30.13% |
$287K - $302K
|
48.4K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$279K - $295K
|
10.9K
$317K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.1K+ 1.81% |
$259K - $273K
|
568K
$16.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$258K - $272K
|
10.1K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.1KNew |
$258K - $272K
|
10.1K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.84K+ 1.76% |
$252K - $266K
|
568K
$16.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.56KNew |
$245K - $258K
|
9.56K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.02K+ 155.16% |
$231K - $243K
|
14.8K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9KNew |
$230K - $243K
|
9K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
8.88KNew |
$228K - $240K
|
8.88K
$258K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.81KNew |
$226K - $238K
|
8.81K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.08KNew |
$207K - $218K
|
8.08K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
7.23K+ 16.57% |
$185K - $195K
|
50.8K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.37K+ 5.55% |
$137K - $145K
|
102K
$2.97M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2K+ 11.62% |
$51.2K - $54K
|
19.2K
$559K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96KNew |
$50.1K - $52.8K
|
1.96K
$56.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13KNew |
$29K - $30.5K
|
1.13K
$32.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
400New |
$10.2K - $10.8K
|
400
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$2.56K - $2.7K
|
100
$2.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-191- 1.41% |
$4.89K - $5.16K
|
13.3K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 0.8% |
$55.9K - $58.9K
|
271K
$7.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.58K- 17.13% |
$66.1K - $69.7K
|
12.5K
$363K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 18.4% |
$412K - $434K
|
71.3K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.9K- 47.85% |
$433K - $457K
|
18.4K
$536K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.7K- 30.04% |
$583K - $614K
|
53K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.7K- 3.33% |
$967K - $1.02M
|
1.1M
$31.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-63.1K- 11.64% |
$1.62M - $1.7M
|
479K
$13.9M
|