Institutional Ownership Pacer Fds Tr Swan Sos Flex Oct (PSFO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Oct (PSFO). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 911,197 shares, which have been reported (via 13F filing form) to have a value of $26.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
430,389
shares
|
$12.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
430,389
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,125
shares
|
$438,020
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,632
shares
|
$307,902
0.0% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
10,632
shares
|
$307,902
0.25% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,008
shares
|
$289,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,900
shares
|
$112,944
0.02% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
122
shares
|
$3,533
0.0% of portfolio
|
Q3 2024
Added 171.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|