Purchases and Sales Made in Q1 2023 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q1 2023. The information is specifically focused on institutions that hold shares of PACCAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
89+ 74.79% |
$6.11K - $9.99K
|
208
$19.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
85+ 94.44% |
$5.84K - $9.54K
|
175
$16.8K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
84+ 42.86% |
$5.77K - $9.43K
|
280
$26.8K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
82+ 49.7% |
$5.63K - $9.2K
|
247
$23.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
80+ 43.48% |
$5.5K - $8.98K
|
264
$25.3K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$5.5K - $8.98K
|
80
$7.67K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
77+ 50.0% |
$5.29K - $8.64K
|
231
$22.2K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
77+ 49.68% |
$5.29K - $8.64K
|
232
$22.2K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
75+ 50.0% |
$5.15K - $8.42K
|
225
$21.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
75+ 50.0% |
$5.15K - $8.42K
|
225
$21.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
73+ 66.36% |
$5.01K - $8.19K
|
183
$17.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
71New |
$4.88K - $7.97K
|
71
$6.81K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
BUY
|
- |
70+ 50.0% |
$4.81K - $7.86K
|
210
$20.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67New |
$4.6K - $7.52K
|
67
$6.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 74.16% |
$4.53K - $7.41K
|
155
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
66+ 49.62% |
$4.53K - $7.41K
|
199
$19.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
61+ 50.0% |
$4.19K - $6.85K
|
183
$17.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
60+ 43.17% |
$4.12K - $6.73K
|
199
$19.1K
|
|
|
May 12, 2023
Q1 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
57+ 49.57% |
$3.92K - $6.4K
|
172
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
56+ 50.0% |
$3.85K - $6.28K
|
168
$16.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 55.56% |
$3.78K - $6.17K
|
154
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53+ 100.0% |
$3.64K - $5.95K
|
106
$10.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 50.0% |
$3.64K - $5.95K
|
159
$15.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
52+ 39.69% |
$3.57K - $5.84K
|
183
$17.5K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50+ 48.54% |
$3.43K - $5.61K
|
153
$14.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 50.0% |
$3.43K - $5.61K
|
150
$14.4K
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
49+ 49.49% |
$3.37K - $5.5K
|
148
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
47New |
$3.23K - $5.27K
|
47
$4.51K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
45New |
$3.09K - $5.05K
|
45
$4.32K
|
|
|
May 15, 2023
Q1 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
43+ 49.43% |
$2.95K - $4.83K
|
130
$12.5K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 50.0% |
$2.75K - $4.49K
|
120
$11.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
39+ 75.0% |
$2.68K - $4.38K
|
91
$8.73K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
39New |
$2.68K - $4.38K
|
39
$3.74K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
38New |
$2.61K - $4.26K
|
38
$3.64K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
37New |
$2.54K - $4.15K
|
37
$3.55K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
36+ 49.32% |
$2.47K - $4.04K
|
109
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
36+ 13.24% |
$2.47K - $4.04K
|
308
$29.5K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
31New |
$2.13K - $3.48K
|
31
$2.97K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 375.0% |
$2.06K - $3.37K
|
38
$3.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29+ 50.0% |
$1.99K - $3.25K
|
87
$8.34K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 36.62% |
$1.79K - $2.92K
|
97
$9.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
26+ 200.0% |
$1.79K - $2.92K
|
39
$3.74K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 48.98% |
$1.65K - $2.69K
|
73
$7K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
24+ 48.98% |
$1.65K - $2.69K
|
73
$7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24New |
$1.65K - $2.69K
|
24
$2.3K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23+ 30.26% |
$1.58K - $2.58K
|
99
$9.49K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 26.32% |
$1.37K - $2.24K
|
96
$9.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 48.72% |
$1.31K - $2.13K
|
58
$5.56K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18New |
$1.24K - $2.02K
|
18
$1.73K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
18+ 50.0% |
$1.24K - $2.02K
|
54
$5.18K
|