Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 69.01% |
$664K - $711K
|
63.6K
$1.79M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.5K+ 13.71% |
$268K - $287K
|
86.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.98K+ 24.46% |
$76.3K - $81.7K
|
15.2K
$427K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.52KNew |
$38.9K - $41.7K
|
1.52K
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
430+ 1343.75% |
$11K - $11.8K
|
462
$13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-38- 0.15% |
$972 - $1.04K
|
25.3K
$714K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 3.47% |
$66.3K - $71K
|
72K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 14.57% |
$468K - $501K
|
107K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 48.19% |
$633K - $678K
|
26.6K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-161K- 7.23% |
$4.11M - $4.4M
|
2.06M
$58M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-161K- 7.23% |
$4.11M - $4.4M
|
2.06M
$58M
|