Latest Institutional Purchases of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.95K+ 34.11% |
$83.2K - $88.7K
|
11.6K
$364K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11KNew |
$59.6K - $63.5K
|
2.11K
$66.3K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
143New |
$4.04K - $4.3K
|
143
$4.49K
|
|
Q4 2024 | |||||||
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
111KNew |
$3.17M - $3.29M
|
111K
$3.5M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.2KNew |
$348K - $361K
|
12.2K
$384K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.24KNew |
$263K - $273K
|
9.24K
$290K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.86K+ 5.23% |
$224K - $232K
|
158K
$4.97M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.59K+ 60.57% |
$216K - $224K
|
20.1K
$632K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.41KNew |
$211K - $219K
|
7.41K
$233K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.02K+ 45.27% |
$143K - $148K
|
16.1K
$505K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$49K - $50.8K
|
1.72K
$54K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
936+ 8.3% |
$26.7K - $27.7K
|
12.2K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650New |
$18.5K - $19.2K
|
650
$20.4K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.12KNew |
$248K - $262K
|
9.12K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$78.2K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$9.27K
|
|
Q2 2024 | |||||||
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
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$264 - $278
|
10
$314
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
418K+ 256.77% |
$10.7M - $11.3M
|
581K
$18.2M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7K+ 155.21% |
$326K - $343K
|
20.9K
$656K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.11% |
$307K - $323K
|
208K
$6.52M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 30.13% |
$287K - $302K
|
48.4K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$258K - $272K
|
10.1K
$317K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.81KNew |
$226K - $238K
|
8.81K
$277K
|
|
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
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.35K - $2.59K
|
100
$3.14K
|
|
Q3 2023 | |||||||
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 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
7.77KNew |
$160K - $173K
|
7.77K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
600New |
$12.4K - $13.3K
|
600
$18.8K
|
|
Q1 2022 | |||||||
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
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$2.15K - $2.28K
|
100
$3.14K
|