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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$78.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.2K- 95.51% |
$277K - $293K
|
479
$15K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200- 2.32% |
$5.43K - $5.75K
|
8.41K
$264K
|
|
| 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
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$264 - $278
|
10
$314
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.38KNew |
$195K - $205K
|
7.38K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.25KNew |
$86K - $90.5K
|
3.25K
$102K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
700+ 7.78% |
$18.5K - $19.5K
|
9.7K
$305K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96KNew |
$50.1K - $52.8K
|
1.96K
$61.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$2.56K - $2.7K
|
100
$3.14K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.11% |
$307K - $323K
|
208K
$6.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
418K+ 256.77% |
$10.7M - $11.3M
|
581K
$18.2M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-191- 1.41% |
$4.89K - $5.16K
|
13.3K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7K+ 155.21% |
$326K - $343K
|
20.9K
$656K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$258K - $272K
|
10.1K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 30.13% |
$287K - $302K
|
48.4K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.81KNew |
$226K - $238K
|
8.81K
$277K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 19.02% |
$59.7K - $65.7K
|
10.8K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.35K - $2.59K
|
100
$3.14K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.37K- 10.78% |
$33K - $34K
|
11.4K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
67.6K+ 12.05% |
$1.62M - $1.67M
|
628K
$19.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$1.32K - $1.36K
|
55
$1.73K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
97.2KNew |
$2.22M - $2.37M
|
97.2K
$3.05M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.99KNew |
$40.9K - $44.2K
|
1.99K
$62.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
600New |
$12.4K - $13.3K
|
600
$18.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-425- 24.16% |
$8.76K - $9.45K
|
1.33K
$41.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
7.77KNew |
$160K - $173K
|
7.77K
$244K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-20.5KClosed |
$420K - $466K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$2.15K - $2.28K
|
100
$3.14K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
47.8KNew |
$1.03M - $1.09M
|
47.8K
$1.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
287New |
$6.17K - $6.55K
|
287
$9.01K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-34.6K- 93.98% |
$754K - $773K
|
2.22K
$69.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31.2KClosed |
$680K - $697K
|
0
$0
|
|