Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
688K+ 41.01% |
$18M - $19.2M
|
2.37M
$67.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
688K+ 41.01% |
$18M - $19.2M
|
2.37M
$67.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
225KNew |
$5.88M - $6.28M
|
225K
$6.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52KNew |
$1.36M - $1.45M
|
52K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 57.7% |
$495K - $529K
|
51.8K
$1.48M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9.27KNew |
$242K - $259K
|
9.27K
$265K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.73KNew |
$202K - $216K
|
7.73K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5K+ 34.26% |
$131K - $140K
|
19.6K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64KNew |
$42.8K - $45.7K
|
1.64K
$46.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05K+ 120.0% |
$27.4K - $29.3K
|
1.93K
$54.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
264+ 0.64% |
$6.9K - $7.37K
|
41.4K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-12- 0.11% |
$314 - $335
|
11.2K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13- 0.17% |
$340 - $363
|
7.6K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-81- 0.57% |
$2.12K - $2.26K
|
14K
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.11K- 5.9% |
$55.1K - $58.9K
|
33.6K
$960K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.55K- 32.93% |
$119K - $127K
|
9.27K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 34.05% |
$697K - $745K
|
51.7K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-36.9K- 86.31% |
$964K - $1.03M
|
5.85K
$167K
|