Latest Institutional Transactions on Pacer Fds Tr Swan Sos Moderate (PSMO)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
184K+ 23.03% |
N/A
|
982K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 26.51% |
N/A
|
31.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-186K- 8.14% |
N/A
|
2.1M
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-575K- 95.22% |
N/A
|
28.8K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-99- 0.49% |
N/A
|
19.9K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42- 0.08% |
N/A
|
54.7K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-186K- 8.14% |
N/A
|
2.1M
$0
|
|
| Q1 2025 | |||||||
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-55- 3.72% |
N/A
|
1.42K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.9KNew |
N/A
|
36.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.02K+ 88.98% |
N/A
|
19.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-51- 20.73% |
N/A
|
195
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-938- 11.12% |
N/A
|
7.5K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
229KNew |
N/A
|
229K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11K+ 245.97% |
N/A
|
15.5K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.3K- 22.02% |
N/A
|
8.14K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.95K- 34.25% |
N/A
|
11.4K
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.59KNew |
N/A
|
3.59K
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
900+ 180.0% |
N/A
|
1.4K
$0
|
|
| Q4 2022 | |||||||
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18New |
N/A
|
18
$0
|
|