Latest Institutional Transactions on Pacer Fds Tr Swan Sos Moderate (PSMJ)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMJ) 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 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.1KNew |
$694K - $737K
|
28.1K
$764K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$273K - $290K
|
11.1K
$301K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
745+ 1.84% |
$18.4K - $19.5K
|
41.2K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 14.65% |
$89.3K - $94.9K
|
28.3K
$769K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 48.28% |
$285K - $302K
|
12.4K
$336K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3KNew |
$328K - $349K
|
13.3K
$361K
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
264K+ 17.84% |
$6.51M - $6.92M
|
1.74M
$47.3M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.29K- 15.24% |
$155K - $165K
|
35K
$951K
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
264K+ 17.84% |
$6.51M - $6.92M
|
1.74M
$47.3M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.01K+ 36.86% |
$99K - $105K
|
14.9K
$405K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$351K - $373K
|
14.2K
$386K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.18K+ 9.16% |
$103K - $110K
|
49.8K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 27.88% |
$341K - $362K
|
35.8K
$971K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-498- 4.15% |
$12.3K - $13.1K
|
11.5K
$312K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.23% |
$27.6K - $29.3K
|
33.5K
$909K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-900- 2.01% |
$22.2K - $23.6K
|
44K
$1.19M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$65K - $71.3K
|
2.86K
$77.7K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
894+ 14900.0% |
$20.3K - $22.3K
|
900
$24.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.31KNew |
$215K - $224K
|
9.31K
$253K
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
221KNew |
$5.11M - $5.31M
|
221K
$6M
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$240K - $249K
|
10.4K
$282K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.16K - $1.2K
|
50
$1.36K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.65KNew |
$34.2K - $36.2K
|
1.65K
$44.8K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85.8K+ 811.64% |
$1.78M - $1.88M
|
96.3K
$2.62M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-548- 2.74% |
$11.3K - $12K
|
19.5K
$529K
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-879- 0.64% |
$18.2K - $19.3K
|
136K
$3.71M
|
|
Q4 2022 | |||||||
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.44KClosed |
$29.4K - $30.8K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$294K - $308K
|
14.4K
$391K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$546K
|
|
Q3 2021 | |||||||
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.82KNew |
N/A
|
4.82K
$131K
|