Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
521K+ 347.37% |
$14.1M - $15M
|
670K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
488K+ 52.5% |
$13.3M - $14M
|
1.42M
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
89.5KNew |
$2.43M - $2.57M
|
89.5K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
87.3KNew |
$2.37M - $2.51M
|
87.3K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
73.3K+ 12.25% |
$1.99M - $2.11M
|
671K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.7K+ 53.18% |
$915K - $968K
|
97.1K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 2.42% |
$776K - $821K
|
1.21M
$35.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
27.7K+ 4.47% |
$754K - $797K
|
648K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.4K+ 20.73% |
$718K - $759K
|
154K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25K+ 86.83% |
$680K - $719K
|
53.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.4K+ 6100.5% |
$663K - $701K
|
24.8K
$721K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.1K+ 3.42% |
$654K - $692K
|
729K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21K+ 145.88% |
$569K - $602K
|
35.3K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 2.67% |
$453K - $479K
|
640K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 4.54% |
$426K - $451K
|
361K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
15.3KNew |
$415K - $439K
|
15.3K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15KNew |
$408K - $432K
|
15K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$356K - $377K
|
13.1K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
13K+ 52.37% |
$353K - $373K
|
37.8K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.9K+ 126.75% |
$351K - $371K
|
23.1K
$671K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.7K+ 23.93% |
$344K - $364K
|
65.6K
$1.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.6KNew |
$342K - $362K
|
12.6K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.5K+ 34.8% |
$312K - $330K
|
44.4K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
10.9K+ 48.46% |
$296K - $313K
|
33.4K
$970K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.37KNew |
$255K - $269K
|
9.37K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.27K+ 9.95% |
$252K - $266K
|
102K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.99K+ 5.19% |
$190K - $201K
|
142K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.66K+ 9.46% |
$181K - $192K
|
77.1K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 3.34% |
$158K - $168K
|
180K
$5.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.56K+ 0.86% |
$96.8K - $102K
|
416K
$12.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.69K+ 4.67% |
$73K - $77.2K
|
60.3K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$72.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.61K+ 14.69% |
$43.6K - $46.2K
|
12.5K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.43K+ 14.79% |
$38.8K - $41K
|
11.1K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26KNew |
$34.3K - $36.3K
|
1.26K
$36.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 56.4% |
$30.6K - $32.4K
|
3.13K
$91K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
771+ 7.27% |
$20.9K - $22.2K
|
11.4K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$8.58K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
175+ 0.09% |
$4.75K - $5.03K
|
199K
$5.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172+ 1.22% |
$4.67K - $4.94K
|
14.3K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107+ 2.22% |
$2.91K - $3.08K
|
4.93K
$143K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200- 2.32% |
$5.43K - $5.75K
|
8.41K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 2.32% |
$41.3K - $43.7K
|
64K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.62K- 1.71% |
$71.1K - $75.2K
|
150K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.29K- 1.37% |
$225K - $238K
|
597K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.2K- 95.51% |
$277K - $293K
|
479
$13.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-69.3K- 20.13% |
$1.88M - $1.99M
|
275K
$8M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-86K- 28.93% |
$2.34M - $2.47M
|
211K
$6.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-86.3K- 17.35% |
$2.35M - $2.48M
|
411K
$12M
|