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 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15+ 50.0% |
$1.03K - $1.68K
|
45
$4.77K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
13+ 50.0% |
$893 - $1.46K
|
39
$4.13K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$824 - $1.35K
|
12
$1.27K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
12+ 52.17% |
$824 - $1.35K
|
35
$3.71K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11+ 47.83% |
$756 - $1.23K
|
34
$3.6K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 47.62% |
$687 - $1.12K
|
31
$3.29K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
10+ 50.0% |
$687 - $1.12K
|
30
$3.18K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 50.0% |
$687 - $1.12K
|
30
$3.18K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 47.37% |
$618 - $1.01K
|
28
$2.97K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8+ 44.44% |
$550 - $898
|
26
$2.76K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
8+ 50.0% |
$550 - $898
|
24
$2.54K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 4.37% |
$550 - $898
|
191
$20.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7New |
$481 - $786
|
7
$742
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$481 - $786
|
7
$742
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7+ 46.67% |
$481 - $786
|
22
$2.33K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 50.0% |
$481 - $786
|
21
$2.23K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 63.64% |
$481 - $786
|
18
$1.91K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 46.15% |
$412 - $673
|
19
$2.01K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 50.0% |
$343 - $561
|
15
$1.59K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$343 - $561
|
5
$530
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4New |
$275 - $449
|
4
$424
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3New |
$206 - $337
|
3
$318
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 33.33% |
$68.7 - $112
|
4
$424
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 5.36% |
$206 - $337
|
53
$5.62K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 4.65% |
$824 - $1.35K
|
246
$26.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 26.26% |
$1.79K - $2.92K
|
73
$7.74K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-70- 85.37% |
$4.81K - $7.86K
|
12
$1.27K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-146- 9.49% |
$10K - $16.4K
|
1.39K
$148K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-217- 64.58% |
$14.9K - $24.4K
|
119
$12.6K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-234- 1.05% |
$16.1K - $26.3K
|
22K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-258- 2.03% |
$17.7K - $29K
|
12.5K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-380- 99.74% |
$26.1K - $42.6K
|
1
$106
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-384- 58.99% |
$26.4K - $43.1K
|
267
$28.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-412- 23.5% |
$28.3K - $46.2K
|
1.34K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-490- 86.12% |
$33.7K - $55K
|
79
$8.38K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-497Closed |
$34.1K - $55.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-527- 9.1% |
$36.2K - $59.1K
|
5.26K
$558K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-590- 15.5% |
$40.5K - $66.2K
|
3.22K
$341K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-655- 8.59% |
$45K - $73.5K
|
6.97K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-747- 1.7% |
$51.3K - $83.8K
|
43.2K
$4.58M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-756- 0.97% |
$51.9K - $84.8K
|
76.9K
$8.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-762- 17.02% |
$52.3K - $85.5K
|
3.72K
$394K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-815- 23.15% |
$56K - $91.5K
|
2.71K
$287K
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.07K- 8.44% |
$73.7K - $120K
|
11.6K
$1.23M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.17K- 14.84% |
$80K - $131K
|
6.69K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.17K- 9.64% |
$80.3K - $131K
|
11K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.7K- 32.86% |
$116K - $190K
|
3.47K
$367K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.79K- 85.79% |
$123K - $201K
|
297
$31.5K
|