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, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5K+ 98.33% |
$464K - $492K
|
29.2K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$389K - $412K
|
12.1K
$425K
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.32K- 5.43% |
$139K - $147K
|
75.3K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.8KNew |
$218K - $231K
|
6.8K
$238K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-19.4K- 2.55% |
$621K - $658K
|
738K
$25.9M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36New |
$1.15K - $1.22K
|
36
$1.26K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10.3K+ 122.72% |
$330K - $350K
|
18.7K
$655K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.89K+ 45.04% |
$221K - $234K
|
22.2K
$778K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
174+ 14.91% |
$5.58K - $5.91K
|
1.34K
$47K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 7.04% |
$44.4K - $47K
|
21K
$737K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1K- 13.33% |
$32.1K - $34K
|
6.5K
$228K
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.4K- 2.55% |
$621K - $658K
|
738K
$25.9M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 3.51% |
$92.6K - $98.1K
|
79.4K
$2.78M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.72K- 7.21% |
$120K - $123K
|
47.9K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
309New |
$9.96K - $10.3K
|
309
$10.8K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 4.76% |
$45.9K - $48.6K
|
30K
$1.05M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-106- 7.07% |
$3.24K - $3.43K
|
1.39K
$48.9K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.47K- 16.38% |
$167K - $177K
|
27.9K
$978K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-823- 5.12% |
$24.5K - $25.9K
|
15.3K
$535K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 31.72% |
$236K - $252K
|
20.1K
$705K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
145+ 6.5% |
$3.65K - $3.9K
|
2.38K
$83.2K
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.64K- 63.59% |
$62.8K - $67.1K
|
1.51K
$53K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.44K- 53.3% |
$34.2K - $36.6K
|
1.26K
$44.2K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40New |
$951 - $1.02K
|
40
$1.4K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02KNew |
$21.8K - $24.4K
|
1.02K
$35.8K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$25.7K - $28.7K
|
1.2K
$42.1K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
600+ 1.0% |
$12.6K - $14.5K
|
60.6K
$2.12M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.21KClosed |
$194K - $223K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$57.2K - $59.1K
|
2.5K
$87.6K
|