Latest Institutional Purchases of Pacer Fds Tr Swan Sos Moderate (PSMD)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.15K+ 41.13% |
$84.2K - $95.9K
|
10.8K
$329K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
401K+ 19.59% |
$11.4M - $12M
|
2.45M
$74.4M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
401K+ 19.59% |
$11.4M - $12M
|
2.45M
$74.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.5K+ 459.3% |
$1.32M - $1.39M
|
56.6K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.1K+ 7.94% |
$770K - $812K
|
369K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 120.3% |
$447K - $471K
|
28.8K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
15.5KNew |
$441K - $464K
|
15.5K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.75K+ 33.04% |
$78K - $82.3K
|
11.1K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
150New |
$4.26K - $4.49K
|
150
$4.56K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$2.84K - $2.99K
|
100
$3.04K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
20.4KNew |
$579K - $595K
|
20.4K
$619K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.6K+ 40.28% |
$317K - $333K
|
40.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 318.26% |
$30.9K - $32.4K
|
1.49K
$45.3K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
215KNew |
$5.51M - $5.83M
|
215K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.5KNew |
$1.12M - $1.18M
|
43.5K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7KNew |
$326K - $345K
|
12.7K
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$198K - $209K
|
7.72K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800New |
$20.5K - $21.7K
|
800
$24.3K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
135New |
$3.26K - $3.36K
|
135
$4.1K
|
|