Latest Institutional Purchases of Pacer Fds Tr Swan Sos Moderate (PSMJ)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
424K+ 20.69% |
$12.8M - $13.4M
|
2.47M
$78.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
424K+ 20.69% |
$12.8M - $13.4M
|
2.47M
$78.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.8KNew |
$598K - $623K
|
19.8K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 32.11% |
$484K - $505K
|
65.8K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$367K - $383K
|
12.1K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.89KNew |
$239K - $249K
|
7.89K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38KNew |
$102K - $107K
|
3.38K
$107K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.84KNew |
$85.8K - $89.5K
|
2.84K
$89.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 125.65% |
$72.6K - $75.7K
|
4.31K
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 15.75% |
$52.8K - $55.1K
|
12.8K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
975New |
$29.5K - $30.8K
|
975
$30.8K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.07K+ 84.2% |
$132K - $154K
|
11.1K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
142New |
$3.69K - $4.31K
|
142
$4.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
225KNew |
$5.88M - $6.28M
|
225K
$7.11M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$273K - $290K
|
11.1K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.18K+ 9.16% |
$103K - $110K
|
49.8K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 14.65% |
$89.3K - $94.9K
|
28.3K
$895K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.31KNew |
$215K - $224K
|
9.31K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.16K - $1.2K
|
50
$1.58K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85.8K+ 811.64% |
$1.78M - $1.88M
|
96.3K
$3.05M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.65KNew |
$34.2K - $36.2K
|
1.65K
$52.2K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.4KNew |
$284K - $308K
|
14.4K
$455K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$400K - $428K
|
20.1K
$635K
|
|
| Q3 2021 | |||||||
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.82KNew |
$98K - $101K
|
4.82K
$152K
|
|