Latest Institutional Transactions on Pacer Swan Sos Flex (January) (PSFD)
This table provides information on the latest institutional transactions involving Pacer Swan Sos Flex (January) (PSFD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.4K- 28.57% |
$134K - $142K
|
11K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 12.78% |
$32.2K - $34.1K
|
9.28K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 4.76% |
$45.9K - $48.6K
|
30K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19K+ 14812.5% |
$36.2K - $38.4K
|
1.19K
$39.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.2K- 34.01% |
$281K - $298K
|
17.8K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8- 0.05% |
$245 - $259
|
15.3K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-61.1K- 7.23% |
$1.87M - $1.98M
|
784K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2- 0.03% |
$61.2 - $64.7
|
7.77K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
81.1KNew |
$2.48M - $2.63M
|
81.1K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-61.1K- 7.23% |
$1.87M - $1.98M
|
784K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9KNew |
$363K - $385K
|
11.9K
$394K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.73K- 8.63% |
$267K - $283K
|
92.5K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-106- 7.07% |
$3.24K - $3.43K
|
1.39K
$46.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.47K- 16.38% |
$167K - $177K
|
27.9K
$927K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 59.43% |
$314K - $332K
|
7.2K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-823- 5.12% |
$24.5K - $25.9K
|
15.3K
$506K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 46.52% |
$29K - $31K
|
1.17K
$38.7K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.04KNew |
$203K - $216K
|
8.04K
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.35K- 31.72% |
$236K - $252K
|
20.1K
$668K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
145+ 6.5% |
$3.65K - $3.9K
|
2.38K
$78.8K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.64K- 63.59% |
$62.8K - $67.1K
|
1.51K
$50.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
40New |
$951 - $1.02K
|
40
$1.33K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.44K- 53.3% |
$34.2K - $36.6K
|
1.26K
$41.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02KNew |
$21.8K - $24.4K
|
1.02K
$33.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$25.7K - $28.7K
|
1.2K
$39.8K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
600+ 1.0% |
$12.6K - $14.5K
|
60.6K
$2.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.21KClosed |
$194K - $223K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$57.2K - $59.1K
|
2.5K
$83K
|
|