Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMO). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
1,229,584
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
1,203,476
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,027
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,987
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
20,288
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,653
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,439
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
4,492
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,479
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,300
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 71.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|