Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
1.19MNew |
$27.4M - $28.5M
|
1.19M
$33.8M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
297K+ 33.4% |
$6.87M - $7.13M
|
1.19M
$33.8M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
221KNew |
$5.11M - $5.31M
|
221K
$6.3M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
22.2K+ 80.23% |
$513K - $533K
|
49.8K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5KNew |
$359K - $373K
|
15.5K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3KNew |
$308K - $320K
|
13.3K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 37.91% |
$301K - $312K
|
47.3K
$1.35M
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.4KNew |
$240K - $249K
|
10.4K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.31KNew |
$215K - $224K
|
9.31K
$266K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.59K+ 11.23% |
$129K - $134K
|
55.4K
$1.58M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.47K+ 82.93% |
$127K - $132K
|
12.1K
$344K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.26K+ 8.56% |
$75.5K - $78.4K
|
41.4K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.16K - $1.2K
|
50
$1.43K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-362- 98.37% |
$8.38K - $8.7K
|
6
$171
|