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, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.6KNew |
$1.48M - $1.56M
|
53.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-200- 2.6% |
$5.51K - $5.83K
|
7.51K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-24.8K- 49.28% |
$684K - $724K
|
25.5K
$735K
|
|
|
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
|
- |
1.58K+ 3.79% |
$43.4K - $45.9K
|
43.2K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.03KNew |
$166K - $176K
|
6.03K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-58.5K- 2.56% |
$1.61M - $1.7M
|
2.23M
$64.2M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.07% |
$276 - $292
|
14K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 32.11% |
$479K - $506K
|
71.4K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 7.92% |
$68.5K - $72.5K
|
28.9K
$833K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
286+ 17.88% |
$7.88K - $8.34K
|
1.89K
$54.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.43K- 19.78% |
$260K - $275K
|
38.3K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-58.5K- 2.56% |
$1.61M - $1.7M
|
2.23M
$64.2M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$82.7 - $87.4
|
11.1K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450+ 45.0% |
$12.4K - $13.1K
|
1.45K
$41.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-468- 1.62% |
$12.9K - $13.6K
|
28.4K
$817K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3KNew |
$369K - $383K
|
13.3K
$383K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9.27KNew |
$242K - $259K
|
9.27K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.55K- 32.93% |
$119K - $127K
|
9.27K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
225KNew |
$5.88M - $6.28M
|
225K
$6.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13- 0.17% |
$340 - $363
|
7.6K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05K+ 120.0% |
$27.4K - $29.3K
|
1.93K
$55.4K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.22K- 29.66% |
$109K - $113K
|
10K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.04KNew |
$52.4K - $54.7K
|
2.04K
$58.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$273K - $290K
|
11.1K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 14.65% |
$89.3K - $94.9K
|
28.3K
$815K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.18K+ 9.16% |
$103K - $110K
|
49.8K
$1.43M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$65K - $71.3K
|
2.86K
$82.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.31KNew |
$215K - $224K
|
9.31K
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.16K - $1.2K
|
50
$1.44K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.65KNew |
$34.2K - $36.2K
|
1.65K
$47.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85.8K+ 811.64% |
$1.78M - $1.88M
|
96.3K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-548- 2.74% |
$11.3K - $12K
|
19.5K
$560K
|
|
| 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
$414K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$400K - $428K
|
20.1K
$578K
|
|
| Q3 2021 | |||||||
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.82KNew |
$98K - $101K
|
4.82K
$139K
|
|