Purchases and Sales Made in Q4 2023 in Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD) during Q4 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS MODERATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
339K+ 33.66% |
$7.97M - $8.75M
|
1.34M
$39.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
339K+ 33.66% |
$7.97M - $8.75M
|
1.34M
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18KNew |
$424K - $466K
|
18K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$265K - $291K
|
11.3K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
157New |
$3.7K - $4.06K
|
157
$4.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-731- 2.44% |
$17.2K - $18.9K
|
29.3K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 2.9% |
$31.3K - $34.3K
|
44.5K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 2.53% |
$33.3K - $36.5K
|
54.5K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.5K- 12.93% |
$35.3K - $38.7K
|
10.1K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.96K- 32.25% |
$164K - $180K
|
14.6K
$426K
|