Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) during Q4 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FD OF FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
752K+ 97.33% |
$21.4M - $22.2M
|
1.52M
$45.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
277K+ 19.56% |
$7.9M - $8.2M
|
1.7M
$50.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
252KNew |
$7.18M - $7.46M
|
252K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 16.79% |
$3.06M - $3.18M
|
748K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
95.2K+ 61.86% |
$2.71M - $2.81M
|
249K
$7.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66.3K+ 187.81% |
$1.89M - $1.96M
|
102K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
61.9KNew |
$1.76M - $1.83M
|
61.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
44.2K+ 50.57% |
$1.26M - $1.31M
|
131K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32.4KNew |
$922K - $957K
|
32.4K
$971K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
31.3K+ 14.82% |
$891K - $925K
|
242K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$769K - $798K
|
27K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.7K+ 157.96% |
$676K - $702K
|
38.8K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 22.54% |
$623K - $647K
|
119K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
16.1K+ 15.72% |
$459K - $476K
|
119K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 8.67% |
$445K - $462K
|
196K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 2.5% |
$425K - $441K
|
612K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$299K - $310K
|
10.5K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 7.36% |
$297K - $308K
|
152K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.42KNew |
$268K - $278K
|
9.42K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.91K+ 1.08% |
$225K - $234K
|
737K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.86K+ 5.23% |
$224K - $232K
|
158K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.59K+ 32.9% |
$216K - $224K
|
30.7K
$919K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.59K+ 60.57% |
$216K - $224K
|
20.1K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.41KNew |
$211K - $219K
|
7.41K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.31K+ 9.47% |
$208K - $216K
|
84.4K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.02K+ 45.27% |
$143K - $148K
|
16.1K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38K+ 911.49% |
$67.8K - $70.3K
|
2.64K
$79.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.31KNew |
$65.7K - $68.2K
|
2.31K
$69.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 15.55% |
$58K - $60.2K
|
15.1K
$454K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2K+ 15.9% |
$57K - $59.1K
|
14.6K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2K+ 5.99% |
$57K - $59.1K
|
35.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$49K - $50.8K
|
1.72K
$51.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 9.5% |
$41.4K - $42.9K
|
16.7K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
936+ 8.3% |
$26.7K - $27.7K
|
12.2K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650New |
$18.5K - $19.2K
|
650
$19.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
154+ 1.35% |
$4.39K - $4.55K
|
11.5K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148New |
$4.22K - $4.37K
|
148
$4.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 6.9% |
$9.68K - $10.1K
|
4.59K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.14K- 90.17% |
$32.4K - $33.6K
|
124
$3.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 15.41% |
$41.1K - $42.7K
|
7.92K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.05K- 3.12% |
$58.3K - $60.5K
|
63.6K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 0.66% |
$78.1K - $81.1K
|
413K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.06K- 8.09% |
$87.1K - $90.4K
|
34.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 6.21% |
$113K - $117K
|
60K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.75K- 2.38% |
$135K - $140K
|
194K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.03K- 9.34% |
$143K - $149K
|
48.8K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 38.89% |
$158K - $164K
|
8.71K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-6.05K- 6.76% |
$172K - $179K
|
83.5K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 8.87% |
$292K - $303K
|
105K
$3.15M
|