Latest Institutional Transactions on Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Moderate (PSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.5K+ 13.71% |
$268K - $287K
|
86.8K
$2.44M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.52KNew |
$38.9K - $41.7K
|
1.52K
$42.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$261K - $279K
|
10.2K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.98K+ 24.46% |
$76.3K - $81.7K
|
15.2K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
430+ 1343.75% |
$11K - $11.8K
|
462
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 48.19% |
$633K - $678K
|
26.6K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-161K- 7.23% |
$4.11M - $4.4M
|
2.06M
$57.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-161K- 7.23% |
$4.11M - $4.4M
|
2.06M
$57.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 69.01% |
$664K - $711K
|
63.6K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 14.57% |
$468K - $501K
|
107K
$3.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-38- 0.15% |
$972 - $1.04K
|
25.3K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 3.47% |
$66.3K - $71K
|
72K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$347K - $370K
|
14K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.4K- 18.46% |
$59.6K - $63.5K
|
10.6K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-425- 2.58% |
$10.5K - $11.2K
|
16.1K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 100.0% |
$4.96K - $5.28K
|
400
$11.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 13.77% |
$74.9K - $77.4K
|
19K
$535K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.8K- 15.88% |
$118K - $122K
|
25.4K
$715K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$116 - $119
|
5
$141
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$265K - $280K
|
11.9K
$335K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 0.04% |
$201 - $217
|
25.4K
$715K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$222K - $227K
|
0
$0
|
|