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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 3.94% |
$44.2K - $51.6K
|
44.9K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
142New |
$3.69K - $4.31K
|
142
$4.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.4K- 66.1% |
$920K - $1.07M
|
18.2K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 1.33% |
$2.6K - $3.03K
|
7.41K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.07K+ 84.2% |
$132K - $154K
|
11.1K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-3.52K- 13.76% |
$91.3K - $107K
|
22K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 48.48% |
$900K - $1.05M
|
36.8K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.21K- 21.46% |
$213K - $249K
|
30K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-182K- 8.14% |
$4.72M - $5.51M
|
2.05M
$63.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.63K- 15.1% |
$42.5K - $49.6K
|
9.19K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-88- 0.63% |
$2.29K - $2.67K
|
13.9K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-64- 0.57% |
$1.66K - $1.94K
|
11.1K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.88K- 97.4% |
$48.7K - $56.9K
|
50
$1.54K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 4.6% |
$34.6K - $40.4K
|
27.6K
$851K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-458- 1.61% |
$11.9K - $13.9K
|
27.9K
$862K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-182K- 8.14% |
$4.72M - $5.51M
|
2.05M
$63.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 1.27% |
$624 - $728
|
1.91K
$58.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-450- 31.03% |
$11.7K - $13.6K
|
1K
$30.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 93.98% |
$325K - $379K
|
800
$24.7K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.55K- 32.93% |
$119K - $127K
|
9.27K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.55K- 32.93% |
$119K - $127K
|
9.27K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
225KNew |
$5.88M - $6.28M
|
225K
$6.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13- 0.17% |
$340 - $363
|
7.6K
$234K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.22K- 29.66% |
$109K - $113K
|
10K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.04KNew |
$52.4K - $54.7K
|
2.04K
$62.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$273K - $290K
|
11.1K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 14.65% |
$89.3K - $94.9K
|
28.3K
$873K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.18K+ 9.16% |
$103K - $110K
|
49.8K
$1.54M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$65K - $71.3K
|
2.86K
$88.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.31KNew |
$215K - $224K
|
9.31K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.16K - $1.2K
|
50
$1.54K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.65KNew |
$34.2K - $36.2K
|
1.65K
$50.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85.8K+ 811.64% |
$1.78M - $1.88M
|
96.3K
$2.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-548- 2.74% |
$11.3K - $12K
|
19.5K
$601K
|
|
| Q4 2022 | |||||||
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.44KClosed |
$28.4K - $30.8K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$284K - $308K
|
14.4K
$444K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$400K - $428K
|
20.1K
$619K
|
|
| Q3 2021 | |||||||
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.82KNew |
$98K - $101K
|
4.82K
$149K
|
|