Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
138KNew |
$2.73M - $2.97M
|
138K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.9KNew |
$1.34M - $1.46M
|
67.9K
$1.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45.3KNew |
$896K - $976K
|
45.3K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3KNew |
$877K - $955K
|
44.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.1K+ 123.99% |
$833K - $907K
|
76K
$2.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
35K+ 4.08% |
$694K - $755K
|
893K
$25.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.7KNew |
$489K - $532K
|
24.7K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$209K - $228K
|
10.6K
$301K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.26K+ 88.74% |
$183K - $200K
|
19.7K
$562K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$125K - $136K
|
6.3K
$180K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.44KNew |
$28.5K - $31K
|
1.44K
$41.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
28New |
$554 - $604
|
28
$800
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|