Purchases and Sales Made in Q2 2024 in Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMR) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
942K+ 73.67% |
$23.3M - $24.9M
|
2.22M
$62.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
942K+ 73.67% |
$23.3M - $24.9M
|
2.22M
$62.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126KNew |
$3.11M - $3.32M
|
126K
$3.54M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
76.3KNew |
$1.89M - $2.02M
|
76.3K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.6KNew |
$1.85M - $1.97M
|
74.6K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.6KNew |
$932K - $993K
|
37.6K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.4K+ 267.82% |
$927K - $987K
|
51.4K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$347K - $370K
|
14K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$302K - $322K
|
12.2K
$343K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 100.0% |
$4.96K - $5.28K
|
400
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32New |
$793 - $845
|
32
$901
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-425- 2.58% |
$10.5K - $11.2K
|
16.1K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.4K- 18.46% |
$59.6K - $63.5K
|
10.6K
$299K
|