Institutional Ownership Pacer Fds Tr Swan Sos Flex Jul (PSFJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Jul (PSFJ). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $45.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
637,187
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
637,187
shares
|
$18.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
83,981
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
56,256
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
29,371
shares
|
$868,794
0.0% of portfolio
|
Q3 2024
Added 66.5%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,184
shares
|
$656,202
0.01% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
18,940
shares
|
$560,245
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
18,031
shares
|
$533,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$513,597
0.41% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,183
shares
|
$419,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,890
shares
|
$233,386
0.05% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,993
shares
|
$206,852
0.08% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|