Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22M+ 124.37% |
$29.2M - $30M
|
2.19M
$63.7M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
189KNew |
$4.54M - $4.67M
|
189K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
137K+ 537.82% |
$3.3M - $3.4M
|
163K
$4.74M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.5KNew |
$2.27M - $2.34M
|
94.5K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
67.6K+ 12.05% |
$1.62M - $1.67M
|
628K
$18.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
54.7K+ 12.04% |
$1.31M - $1.35M
|
509K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
29.6K+ 5.42% |
$711K - $732K
|
576K
$16.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
29KNew |
$695K - $716K
|
29K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.9K+ 6.12% |
$693K - $714K
|
501K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
22.3K+ 97.79% |
$536K - $552K
|
45.2K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.8KNew |
$476K - $490K
|
19.8K
$577K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.1K+ 127.87% |
$458K - $472K
|
34K
$989K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
17.8K+ 5.84% |
$427K - $440K
|
322K
$9.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 8.63% |
$320K - $330K
|
168K
$4.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.7K+ 2.52% |
$305K - $314K
|
517K
$15M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.56KNew |
$229K - $236K
|
9.56K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.7K+ 16.54% |
$209K - $215K
|
61.3K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.68K+ 2.72% |
$208K - $215K
|
328K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.29K+ 9.1% |
$175K - $180K
|
87.5K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.67K+ 4.02% |
$160K - $165K
|
172K
$5.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 6.14% |
$87K - $89.6K
|
62.7K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.38K+ 4.94% |
$81K - $83.4K
|
71.8K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.58KNew |
$61.8K - $63.7K
|
2.58K
$74.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
73New |
$1.75K - $1.8K
|
73
$2.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$1.32K - $1.36K
|
55
$1.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-125- 0.92% |
$3K - $3.09K
|
13.4K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-425- 1.45% |
$10.2K - $10.5K
|
29K
$842K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-570- 4.16% |
$13.7K - $14.1K
|
13.1K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.37K- 10.78% |
$33K - $34K
|
11.4K
$331K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 1.25% |
$63.1K - $65K
|
208K
$6.04M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.29K- 28.36% |
$127K - $131K
|
13.4K
$388K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-111K- 35.1% |
$2.66M - $2.73M
|
205K
$5.95M
|