Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMR). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
2,059,300
shares
|
$57.9 Million
2.79% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
2,059,300
shares
|
$57.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
107,301
shares
|
$3.02 Million
1.15% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
86,801
shares
|
$2.44 Million
0.94% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
72,042
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
63,580
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 69.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,609
shares
|
$747,712
0.0% of portfolio
|
Q3 2024
Reduced 48.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$714,695
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
25,329
shares
|
$711,744
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,070
shares
|
$451,567
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,175
shares
|
$426,417
0.0% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,195
shares
|
$286,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,522
shares
|
$42,768
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
462
shares
|
$12,982
0.0% of portfolio
|
Q3 2024
Added 1343.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
400
shares
|
$11,240
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5
shares
|
$140
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|