Purchases and Sales Made in Q3 2023 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
1.01MNew |
$23.5M - $24.1M
|
1.01M
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
144K+ 16.54% |
$3.33M - $3.42M
|
1.01M
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$306K - $315K
|
13.2K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.56K+ 5.45% |
$36.2K - $37.2K
|
30.2K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
585+ 4.17% |
$13.5K - $13.9K
|
14.6K
$412K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$116 - $119
|
5
$141
|
|
|
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
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-209- 1.63% |
$4.84K - $4.97K
|
12.6K
$355K
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 3.36% |
$70.4K - $72.4K
|
87.3K
$2.46M
|