Latest Institutional Transactions on Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650New |
$18.5K - $19.2K
|
650
$18.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
752K+ 97.33% |
$21.4M - $22.2M
|
1.52M
$43.3M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-125K- 19.31% |
$3.56M - $3.7M
|
523K
$14.8M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.03K- 9.34% |
$143K - $149K
|
48.8K
$1.39M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.7K+ 157.96% |
$676K - $702K
|
38.8K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 15.55% |
$58K - $60.2K
|
15.1K
$430K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 0.66% |
$78.1K - $81.1K
|
413K
$11.7M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17K- 16.67% |
$484K - $503K
|
85K
$2.41M
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.75K- 2.38% |
$135K - $140K
|
194K
$5.52M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$238K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
31.3K+ 14.82% |
$891K - $925K
|
242K
$6.88M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.31K+ 9.47% |
$208K - $216K
|
84.4K
$2.4M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
44.2K+ 50.57% |
$1.26M - $1.31M
|
131K
$3.73M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
154+ 1.35% |
$4.39K - $4.55K
|
11.5K
$327K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.42KNew |
$268K - $278K
|
9.42K
$267K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-104K- 15.53% |
$2.97M - $3.08M
|
566K
$16.1M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-105K- 38.3% |
$3M - $3.12M
|
170K
$4.82M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2K+ 15.9% |
$57K - $59.1K
|
14.6K
$414K
|
|
Q3 2024 | |||||||
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9.16KNew |
$249K - $263K
|
9.16K
$260K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.12KNew |
$248K - $262K
|
9.12K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$8.38K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.49KNew |
$67.7K - $71.6K
|
2.49K
$70.7K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 56.4% |
$30.6K - $32.4K
|
3.13K
$88.8K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.2K- 95.51% |
$277K - $293K
|
479
$13.6K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200- 2.32% |
$5.43K - $5.75K
|
8.41K
$239K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.17K- 22.66% |
$57.2K - $60.3K
|
7.39K
$210K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.65KNew |
$229K - $241K
|
8.65K
$246K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.38KNew |
$195K - $205K
|
7.38K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.61KNew |
$122K - $128K
|
4.61K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$264 - $278
|
10
$284
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
549New |
$14.5K - $15.3K
|
549
$15.6K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.25KNew |
$86K - $90.5K
|
3.25K
$92.3K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
700+ 7.78% |
$18.5K - $19.5K
|
9.7K
$275K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96KNew |
$50.1K - $52.8K
|
1.96K
$55.5K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$2.56K - $2.7K
|
100
$2.84K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 6.11% |
$307K - $323K
|
208K
$5.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
418K+ 256.77% |
$10.7M - $11.3M
|
581K
$16.5M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-191- 1.41% |
$4.89K - $5.16K
|
13.3K
$379K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12.7K+ 155.21% |
$326K - $343K
|
20.9K
$593K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$258K - $272K
|
10.1K
$286K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 30.13% |
$287K - $302K
|
48.4K
$1.37M
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.81KNew |
$226K - $238K
|
8.81K
$250K
|
|
Q4 2023 | |||||||
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 19.02% |
$59.7K - $65.7K
|
10.8K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.35K - $2.59K
|
100
$2.84K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.37K- 10.78% |
$33K - $34K
|
11.4K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
67.6K+ 12.05% |
$1.62M - $1.67M
|
628K
$17.8M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$1.32K - $1.36K
|
55
$1.56K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
97.2KNew |
$2.22M - $2.37M
|
97.2K
$2.76M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.99KNew |
$40.9K - $44.2K
|
1.99K
$56.5K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.5K+ 54.5% |
$278K - $301K
|
38.4K
$1.09M
|