Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
264K+ 17.84% |
$6.51M - $6.92M
|
1.74M
$49.7M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
264K+ 17.84% |
$6.51M - $6.92M
|
1.74M
$49.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.1KNew |
$694K - $737K
|
28.1K
$802K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$351K - $373K
|
14.2K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3KNew |
$328K - $349K
|
13.3K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$273K - $290K
|
11.1K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.18K+ 9.16% |
$103K - $110K
|
49.8K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.01K+ 36.86% |
$99K - $105K
|
14.9K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 14.65% |
$89.3K - $94.9K
|
28.3K
$808K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
745+ 1.84% |
$18.4K - $19.5K
|
41.2K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-498- 4.15% |
$12.3K - $13.1K
|
11.5K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-900- 2.01% |
$22.2K - $23.6K
|
44K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 3.23% |
$27.6K - $29.3K
|
33.5K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.29K- 15.24% |
$155K - $165K
|
35K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 48.28% |
$285K - $302K
|
12.4K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.8K- 27.88% |
$341K - $362K
|
35.8K
$1.02M
|