Purchases and Sales Made in Q1 2024 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 2.63% |
$5.99K - $7.97K
|
2.49K
$264K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
63+ 140.0% |
$5.9K - $7.84K
|
108
$11.5K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
63+ 0.46% |
$5.9K - $7.84K
|
13.7K
$1.45M
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
58+ 0.59% |
$5.43K - $7.22K
|
9.95K
$1.05M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
56New |
$5.24K - $6.97K
|
56
$5.94K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 7.12% |
$5.15K - $6.85K
|
828
$87.8K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
54+ 1.24% |
$5.05K - $6.72K
|
4.41K
$467K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
52+ 2.54% |
$4.87K - $6.47K
|
2.1K
$223K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 10.68% |
$4.87K - $6.47K
|
539
$57.1K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 3.45% |
$4.77K - $6.35K
|
1.53K
$162K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 3.54% |
$4.77K - $6.35K
|
1.49K
$158K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48New |
$4.49K - $5.97K
|
48
$5.09K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
48+ 0.81% |
$4.49K - $5.97K
|
6K
$636K
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
44+ 0.31% |
$4.12K - $5.48K
|
14.3K
$1.52M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
42New |
$3.93K - $5.23K
|
42
$4.45K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.25% |
$3.93K - $5.23K
|
16.6K
$1.76M
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.31% |
$3.84K - $5.1K
|
13.2K
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
41+ 1.9% |
$3.84K - $5.1K
|
2.2K
$234K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 2.08% |
$3.74K - $4.98K
|
1.97K
$208K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 0.66% |
$3.74K - $4.98K
|
6.12K
$649K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 11.05% |
$3.74K - $4.98K
|
402
$42.6K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39+ 6.72% |
$3.65K - $4.85K
|
619
$65.6K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$3.46K - $4.61K
|
37
$3.92K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 15.95% |
$3.46K - $4.61K
|
269
$28.5K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 8.77% |
$3.28K - $4.36K
|
434
$46K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
35+ 9.16% |
$3.28K - $4.36K
|
417
$44.2K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 0.78% |
$3.28K - $4.36K
|
4.55K
$482K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34+ 4.27% |
$3.18K - $4.23K
|
830
$88K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
32New |
$2.99K - $3.98K
|
32
$3.39K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$2.9K - $3.86K
|
31
$3.29K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
30+ 0.87% |
$2.81K - $3.73K
|
3.48K
$369K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$2.81K - $3.73K
|
30
$3.18K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
29+ 19.73% |
$2.71K - $3.61K
|
176
$18.7K
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26+ 0.67% |
$2.43K - $3.24K
|
3.92K
$416K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$2.34K - $3.11K
|
25
$2.65K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
22New |
$2.06K - $2.74K
|
22
$2.33K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 0.46% |
$2.06K - $2.74K
|
4.85K
$514K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 76.0% |
$1.78K - $2.36K
|
44
$4.66K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.02% |
$1.78K - $2.36K
|
88.2K
$9.35M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18New |
$1.68K - $2.24K
|
18
$1.91K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.16% |
$1.59K - $2.12K
|
10.6K
$1.13M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
16+ 10.67% |
$1.5K - $1.99K
|
166
$17.6K
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
16+ 0.2% |
$1.5K - $1.99K
|
7.92K
$840K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.4K - $1.87K
|
15
$1.59K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
14+ 3.0% |
$1.31K - $1.74K
|
481
$51K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.31K - $1.74K
|
14
$1.48K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13New |
$1.22K - $1.62K
|
13
$1.38K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.22K - $1.62K
|
6.01K
$637K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.04% |
$1.03K - $1.37K
|
25.1K
$2.66M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.81% |
$1.03K - $1.37K
|
1.37K
$145K
|