Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Swan Sos Moderate (PSMJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMJ) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS MODERATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85.8K+ 811.64% |
$1.78M - $1.88M
|
96.3K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
23KNew |
$477K - $505K
|
23K
$657K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.65KNew |
$34.2K - $36.2K
|
1.65K
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133- 0.22% |
$2.75K - $2.92K
|
59.2K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-548- 2.74% |
$11.3K - $12K
|
19.5K
$556K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-816- 5.78% |
$16.9K - $17.9K
|
13.3K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-879- 0.64% |
$18.2K - $19.3K
|
136K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-980- 2.39% |
$20.3K - $21.5K
|
40K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.76K- 29.84% |
$119K - $126K
|
13.5K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.1K- 10.26% |
$126K - $134K
|
53.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.41K- 42.23% |
$174K - $185K
|
11.5K
$329K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-92.6K- 10.59% |
$1.92M - $2.03M
|
781K
$22.3M
|