Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20KNew |
$395K - $428K
|
20K
$572K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$284K - $308K
|
14.4K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.1KNew |
$279K - $302K
|
14.1K
$403K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
10.6KNew |
$209K - $226K
|
10.6K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.37K+ 88.78% |
$185K - $200K
|
19.9K
$569K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
300+ 4.76% |
$5.93K - $6.41K
|
6.6K
$188K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-381- 1.94% |
$7.52K - $8.14K
|
19.3K
$551K
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-583- 0.42% |
$11.5K - $12.5K
|
137K
$3.92M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.44KClosed |
$28.4K - $30.8K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.26K- 7.37% |
$64.4K - $69.7K
|
41K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.53K- 12.57% |
$168K - $182K
|
59.3K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 21.82% |
$327K - $354K
|
59.4K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.2K- 2.15% |
$379K - $410K
|
874K
$25M
|