Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
424K+ 20.69% |
$12.8M - $13.4M
|
2.47M
$78.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
424K+ 20.69% |
$12.8M - $13.4M
|
2.47M
$78.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.8KNew |
$598K - $623K
|
19.8K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 32.11% |
$484K - $505K
|
65.8K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$367K - $383K
|
12.1K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.89KNew |
$239K - $249K
|
7.89K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38KNew |
$102K - $107K
|
3.38K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 125.65% |
$72.6K - $75.7K
|
4.31K
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 15.75% |
$52.8K - $55.1K
|
12.8K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
975New |
$29.5K - $30.8K
|
975
$30.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-850- 85.0% |
$25.7K - $26.8K
|
150
$4.74K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-987- 3.58% |
$29.9K - $31.1K
|
26.6K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1K- 13.5% |
$30.3K - $31.6K
|
6.41K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 2.7% |
$36.7K - $38.3K
|
43.7K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.01K- 10.01% |
$91.1K - $95K
|
27K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.69K- 25.84% |
$142K - $148K
|
13.5K
$426K
|