Purchases and Sales Made in Q3 2023 in Pacer Fds Tr Swan Sos Flex Jul (PSFJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Jul (PSFJ) during Q3 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FLEX JUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
484KNew |
$11.2M - $11.7M
|
484K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 1858.13% |
$4.16M - $4.36M
|
190K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
123K+ 33.89% |
$2.83M - $2.96M
|
484K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
119KNew |
$2.75M - $2.88M
|
119K
$3.4M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9KNew |
$436K - $457K
|
18.9K
$540K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.77K+ 69.1% |
$179K - $188K
|
19K
$543K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.9K+ 158.06% |
$113K - $119K
|
8K
$228K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
34New |
$785 - $822
|
34
$971
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.3K- 12.51% |
$145K - $152K
|
44.1K
$1.26M
|