Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
293K+ 24.73% |
$6.66M - $7.31M
|
1.48M
$42.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
293K+ 24.73% |
$6.66M - $7.31M
|
1.48M
$42.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6KNew |
$786K - $862K
|
34.6K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.9KNew |
$543K - $596K
|
23.9K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.9KNew |
$247K - $271K
|
10.9K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86KNew |
$65K - $71.3K
|
2.86K
$81.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
894+ 14900.0% |
$20.3K - $22.3K
|
900
$25.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-78- 0.65% |
$1.77K - $1.95K
|
12K
$342K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-600- 1.32% |
$13.6K - $15K
|
44.9K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-950- 2.3% |
$21.6K - $23.7K
|
40.4K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.18K- 8.39% |
$94.9K - $104K
|
45.6K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.81K- 10.5% |
$132K - $145K
|
49.6K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6K- 12.69% |
$136K - $150K
|
41.3K
$1.18M
|