Latest Institutional Transactions on Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMR) 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.7KNew |
$421K - $451K
|
15.7K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.6K+ 295.66% |
$846K - $907K
|
42.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-225- 1.43% |
$6.03K - $6.46K
|
15.5K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-5.26K- 30.16% |
$141K - $151K
|
12.2K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
410KNew |
$11M - $11.8M
|
410K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-50.9K- 2.56% |
$1.36M - $1.46M
|
1.94M
$55M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 0.02% |
$590 - $632
|
100K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9- 9.0% |
$241 - $259
|
91
$2.58K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 2.94% |
$50.7K - $54.4K
|
66.2K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-50.9K- 2.56% |
$1.36M - $1.46M
|
1.94M
$55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
674+ 0.7% |
$18.1K - $19.4K
|
97.6K
$2.77M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 25.09% |
$306K - $317K
|
33.5K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$527K - $548K
|
19.4K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.3K- 83.64% |
$1.64M - $1.7M
|
11.8K
$334K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.52KNew |
$38.9K - $41.7K
|
1.52K
$43.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.98K+ 24.46% |
$76.3K - $81.7K
|
15.2K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
430+ 1343.75% |
$11K - $11.8K
|
462
$13.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-38- 0.15% |
$972 - $1.04K
|
25.3K
$719K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$347K - $370K
|
14K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 100.0% |
$4.96K - $5.28K
|
400
$11.3K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.8K- 15.88% |
$118K - $122K
|
25.4K
$722K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$116 - $119
|
5
$142
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$265K - $280K
|
11.9K
$338K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 0.04% |
$201 - $217
|
25.4K
$722K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$222K - $227K
|
0
$0
|
|