Latest Institutional Transactions on Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.15K+ 41.13% |
$84.2K - $95.9K
|
10.8K
$332K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.5K+ 459.3% |
$1.32M - $1.39M
|
56.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.1K+ 7.94% |
$770K - $812K
|
369K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
15.5KNew |
$441K - $464K
|
15.5K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
401K+ 19.59% |
$11.4M - $12M
|
2.45M
$75.2M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-994- 1.76% |
$28.2K - $29.7K
|
55.5K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 120.3% |
$447K - $471K
|
28.8K
$885K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.31K- 45.0% |
$179K - $189K
|
7.72K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
401K+ 19.59% |
$11.4M - $12M
|
2.45M
$75.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.75K+ 33.04% |
$78K - $82.3K
|
11.1K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 1.62% |
$596 - $628
|
1.27K
$39.1K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$2.84K - $2.99K
|
100
$3.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$4.26K - $4.49K
|
150
$4.61K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 29.33% |
$489K - $503K
|
41.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 69.05% |
$522K - $536K
|
8.23K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
20.4KNew |
$579K - $595K
|
20.4K
$625K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 318.26% |
$30.9K - $32.4K
|
1.49K
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.6K+ 40.28% |
$317K - $333K
|
40.6K
$1.25M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.5KNew |
$1.12M - $1.18M
|
43.5K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800New |
$20.5K - $21.7K
|
800
$24.6K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
215KNew |
$5.51M - $5.83M
|
215K
$6.61M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7KNew |
$326K - $345K
|
12.7K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$198K - $209K
|
7.72K
$237K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
135New |
$3.26K - $3.36K
|
135
$4.14K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-742- 7.66% |
$0 - $17.2K
|
8.94K
$275K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-354Closed |
$7.84K - $7.99K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.5KClosed |
$188K - $192K
|
0
$0
|
|