Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Swan Sos Moderate (PSMO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799KNew |
N/A
|
799K
$0
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
122K+ 5.64% |
N/A
|
2.29M
$0
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
109K+ 5.0% |
N/A
|
2.29M
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.9KNew |
N/A
|
36.9K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 113.16% |
N/A
|
42.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.02K+ 88.98% |
N/A
|
19.2K
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-51- 20.73% |
N/A
|
195
$0
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-55- 3.72% |
N/A
|
1.42K
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-110- 0.55% |
N/A
|
20K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.4K- 34.12% |
N/A
|
54.7K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-47.8K- 7.34% |
N/A
|
603K
$0
|