Latest Institutional Transactions on Pacer Swan Sos Flex (January) (PSFD)
This table provides information on the latest institutional transactions involving Pacer Swan Sos Flex (January) (PSFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.68K+ 60.24% |
$191K - $204K
|
17.8K
$561K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
82+ 0.54% |
$2.35K - $2.5K
|
15.3K
$483K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82+ 0.54% |
$2.35K - $2.5K
|
15.3K
$483K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
100KNew |
$2.86M - $3.06M
|
100K
$3.16M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 2737.01% |
$802K - $855K
|
29.1K
$917K
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
364K+ 73.14% |
$10.4M - $11.1M
|
861K
$27.2M
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
364K+ 73.14% |
$10.4M - $11.1M
|
861K
$27.2M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-331- 2.02% |
$9.47K - $10.1K
|
16.1K
$508K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
599New |
$15.3K - $17.3K
|
599
$18.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5- 0.05% |
$132 - $137
|
9.58K
$302K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 5.97% |
$50.4K - $53.9K
|
31.5K
$994K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.04KNew |
$203K - $216K
|
8.04K
$254K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 31.72% |
$236K - $252K
|
20.1K
$635K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
145+ 6.5% |
$3.65K - $3.9K
|
2.38K
$75K
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.64K- 63.59% |
$62.8K - $67.1K
|
1.51K
$47.7K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.44K- 53.3% |
$34.2K - $36.6K
|
1.26K
$39.8K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40New |
$951 - $1.02K
|
40
$1.26K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02KNew |
$22.5K - $24.4K
|
1.02K
$32.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$26.4K - $28.7K
|
1.2K
$37.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558+ 34.36% |
N/A
|
2.18K
$68.9K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
600+ 1.0% |
N/A
|
60.6K
$1.91M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.21KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$47.4K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
N/A
|
2.5K
$78.9K
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|