Latest Institutional Transactions on Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-125K- 19.31% |
$3.56M - $3.7M
|
523K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.03K- 9.34% |
$143K - $149K
|
48.8K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.7K+ 157.96% |
$676K - $702K
|
38.8K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 15.55% |
$58K - $60.2K
|
15.1K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 0.66% |
$78.1K - $81.1K
|
413K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17K- 16.67% |
$484K - $503K
|
85K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.75K- 2.38% |
$135K - $140K
|
194K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
31.3K+ 14.82% |
$891K - $925K
|
242K
$7.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.31K+ 9.47% |
$208K - $216K
|
84.4K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
44.2K+ 50.57% |
$1.26M - $1.31M
|
131K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
154+ 1.35% |
$4.39K - $4.55K
|
11.5K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.42KNew |
$268K - $278K
|
9.42K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-104K- 15.53% |
$2.97M - $3.08M
|
566K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-105K- 38.3% |
$3M - $3.12M
|
170K
$5.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2K+ 15.9% |
$57K - $59.1K
|
14.6K
$433K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9.16KNew |
$249K - $263K
|
9.16K
$272K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.12KNew |
$248K - $262K
|
9.12K
$271K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
172+ 1.22% |
$4.67K - $4.94K
|
14.3K
$423K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.1K+ 3.42% |
$654K - $692K
|
729K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$73.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
13K+ 52.37% |
$353K - $373K
|
37.8K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107+ 2.22% |
$2.91K - $3.08K
|
4.93K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 2.32% |
$41.3K - $43.7K
|
64K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$8.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.37KNew |
$255K - $269K
|
9.37K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
89.5KNew |
$2.43M - $2.57M
|
89.5K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.4K+ 6100.5% |
$663K - $701K
|
24.8K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.29K- 1.37% |
$225K - $238K
|
597K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 2.42% |
$776K - $821K
|
1.21M
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.27K+ 9.95% |
$252K - $266K
|
102K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.7K+ 53.18% |
$915K - $968K
|
97.1K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
488K+ 52.5% |
$13.3M - $14M
|
1.42M
$42.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.62K- 1.71% |
$71.1K - $75.2K
|
150K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26KNew |
$34.3K - $36.3K
|
1.26K
$37.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 4.54% |
$426K - $451K
|
361K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.9K+ 126.75% |
$351K - $371K
|
23.1K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 2.67% |
$453K - $479K
|
640K
$19M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.7K+ 23.93% |
$344K - $364K
|
65.6K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21K+ 145.88% |
$569K - $602K
|
35.3K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.4K+ 20.73% |
$718K - $759K
|
154K
$4.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-86.3K- 17.35% |
$2.35M - $2.48M
|
411K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
10.9K+ 48.46% |
$296K - $313K
|
33.4K
$990K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.61K+ 14.69% |
$43.6K - $46.2K
|
12.5K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 56.4% |
$30.6K - $32.4K
|
3.13K
$92.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.2K- 95.51% |
$277K - $293K
|
479
$14.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 3.34% |
$158K - $168K
|
180K
$5.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.43K+ 14.79% |
$38.8K - $41K
|
11.1K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-634K- 45.07% |
$17.2M - $18.2M
|
772K
$22.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.69K+ 4.67% |
$73K - $77.2K
|
60.3K
$1.79M
|
|