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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-54.8K- 28.2% |
$1.55M - $1.65M
|
140K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 3.25% |
$44.8K - $47.7K
|
50.4K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2K+ 125.42% |
$371K - $395K
|
23.6K
$725K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
334+ 2.0% |
$9.43K - $10K
|
17.1K
$524K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.31K+ 2.53% |
$178K - $190K
|
255K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.63K+ 417.21% |
$272K - $289K
|
11.9K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9KNew |
$254K - $271K
|
9K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
103K+ 6.78% |
$2.92M - $3.11M
|
1.63M
$49.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
99.1KNew |
$2.8M - $2.98M
|
99.1K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
37.1K+ 245.09% |
$1.05M - $1.12M
|
52.3K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56.5KNew |
$1.59M - $1.7M
|
56.5K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
223K+ 29.88% |
$6.31M - $6.72M
|
971K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-178- 5.69% |
$5.02K - $5.35K
|
2.95K
$90.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-69.4K- 40.85% |
$1.96M - $2.08M
|
100K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-650- 6.99% |
$18.3K - $19.5K
|
8.65K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.1K+ 7.43% |
$596K - $635K
|
305K
$9.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.2KNew |
$118K - $126K
|
4.2K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 10.33% |
$571K - $608K
|
216K
$6.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
51.7K+ 39.31% |
$1.46M - $1.55M
|
183K
$5.62M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 14.09% |
$4.81M - $4.99M
|
1.03M
$31.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
111KNew |
$3.17M - $3.29M
|
111K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.24KNew |
$263K - $273K
|
9.24K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.2KNew |
$348K - $361K
|
12.2K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.4KNew |
$922K - $957K
|
32.4K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
936+ 8.3% |
$26.7K - $27.7K
|
12.2K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.86K+ 5.23% |
$224K - $232K
|
158K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$769K - $798K
|
27K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 38.89% |
$158K - $164K
|
8.71K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.59K+ 60.57% |
$216K - $224K
|
20.1K
$617K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.41KNew |
$211K - $219K
|
7.41K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-362K- 87.92% |
$10.3M - $10.7M
|
49.7K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.02K+ 45.27% |
$143K - $148K
|
16.1K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.14K- 90.17% |
$32.4K - $33.6K
|
124
$3.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$49K - $50.8K
|
1.72K
$52.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650New |
$18.5K - $19.2K
|
650
$19.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$257K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.12KNew |
$248K - $262K
|
9.12K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$9.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$76.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.2K- 95.51% |
$277K - $293K
|
479
$14.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200- 2.32% |
$5.43K - $5.75K
|
8.41K
$258K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.17K- 22.66% |
$57.2K - $60.3K
|
7.39K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$264 - $278
|
10
$307
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.38KNew |
$195K - $205K
|
7.38K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.25KNew |
$86K - $90.5K
|
3.25K
$99.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
700+ 7.78% |
$18.5K - $19.5K
|
9.7K
$297K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96KNew |
$50.1K - $52.8K
|
1.96K
$60K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$2.56K - $2.7K
|
100
$3.07K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
418K+ 256.77% |
$10.7M - $11.3M
|
581K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.11% |
$307K - $323K
|
208K
$6.37M
|
|