Purchases and Sales Made in Q3 2025 in Pacer Fds Tr Swan Sos Moderate (PSMO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMO) during Q3 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS MODERATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
24.5KNew |
N/A
|
24.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.41KNew |
N/A
|
3.41K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 6.57% |
N/A
|
16.6K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 0.3% |
N/A
|
20K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 0.08% |
N/A
|
35.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18New |
N/A
|
18
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-15.3K- 53.22% |
N/A
|
13.5K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-15.9K- 0.75% |
N/A
|
2.09M
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.1K- 29.48% |
N/A
|
38.6K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-78.2K- 3.72% |
N/A
|
2.02M
$0
|
|