Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
558KNew |
$13.1M - $14.4M
|
558K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
495KNew |
$11.7M - $12.8M
|
495K
$14.6M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
433K+ 229.16% |
$10.2M - $11.2M
|
622K
$18.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
273K+ 84.69% |
$6.43M - $7.07M
|
596K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
244K+ 842.27% |
$5.74M - $6.31M
|
273K
$8.06M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
190KNew |
$4.47M - $4.92M
|
190K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 110.73% |
$4.38M - $4.81M
|
354K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
110K+ 53.69% |
$2.58M - $2.84M
|
314K
$9.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
40.7K+ 7.87% |
$958K - $1.05M
|
558K
$16.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37.2KNew |
$874K - $962K
|
37.2K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.5KNew |
$859K - $945K
|
36.5K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.3K+ 53.04% |
$783K - $861K
|
96K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.9K+ 6.46% |
$773K - $851K
|
542K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.8K+ 4.95% |
$584K - $642K
|
525K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 13.51% |
$548K - $603K
|
196K
$5.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 3.07% |
$417K - $458K
|
594K
$17.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
17.2KNew |
$405K - $445K
|
17.2K
$508K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.6K+ 50.57% |
$345K - $379K
|
43.6K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 3.46% |
$267K - $294K
|
339K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.82K+ 10.08% |
$208K - $228K
|
96.3K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.19KNew |
$193K - $212K
|
8.19K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.28K+ 10.24% |
$148K - $163K
|
67.6K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.01K+ 13.29% |
$141K - $155K
|
51.2K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.81KNew |
$137K - $150K
|
5.81K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.93K+ 5.47% |
$92.4K - $102K
|
75.7K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.88K+ 5310.96% |
$91.2K - $100K
|
3.95K
$117K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.72K+ 32.73% |
$87.4K - $96.1K
|
15.1K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.34K+ 3.92% |
$31.4K - $34.5K
|
35.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
119+ 0.89% |
$2.8K - $3.08K
|
13.5K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.35K - $2.59K
|
100
$2.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-260- 0.16% |
$6.12K - $6.73K
|
163K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.21K- 9.23% |
$28.6K - $31.4K
|
11.9K
$352K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 19.02% |
$59.7K - $65.7K
|
10.8K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.11K- 7.52% |
$167K - $184K
|
87.4K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-131K- 63.27% |
$3.09M - $3.4M
|
76.3K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06M- 48.26% |
$24.9M - $27.4M
|
1.13M
$33.5M
|