Institutional Ownership Pacer Fds Tr Swan Sos Flex Oct (PSFO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Oct (PSFO). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 977,025 shares, which have been reported (via 13F filing form) to have a value of $27.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Aug 12, 2024 Q2 2024 |
463,931
shares
|
$13.1 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
463,931
shares
|
$13.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
15,316
shares
|
$431,758
0.0% of portfolio
|
Q2 2024
Reduced 20.95%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,632
shares
|
$299,716
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
10,530
shares
|
$296,840
0.22% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
8,740
shares
|
$246,380
0.01% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
3,900
shares
|
$109,941
0.02% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
45
shares
|
$1,268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|