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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.22K - $1.62K
|
6.01K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13New |
$1.22K - $1.62K
|
13
$1.25K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
11+ 0.15% |
$1.03K - $1.37K
|
7.59K
$727K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.04% |
$1.03K - $1.37K
|
25.1K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.81% |
$1.03K - $1.37K
|
1.37K
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 22.22% |
$936 - $1.24K
|
55
$5.27K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 4.44% |
$936 - $1.24K
|
235
$22.5K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$936 - $1.24K
|
10
$959
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9New |
$842 - $1.12K
|
9
$863
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9+ 900.0% |
$842 - $1.12K
|
10
$959
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 75.0% |
$842 - $1.12K
|
21
$2.01K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 1.63% |
$749 - $996
|
499
$47.8K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7+ 8.86% |
$655 - $871
|
86
$8.25K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7New |
$655 - $871
|
7
$671
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 2.28% |
$655 - $871
|
314
$30.1K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$655 - $871
|
7
$671
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 3.59% |
$655 - $871
|
202
$19.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 5.45% |
$562 - $747
|
116
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.19% |
$562 - $747
|
509
$48.8K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 8.57% |
$562 - $747
|
76
$7.29K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 50.0% |
$468 - $622
|
15
$1.44K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$468 - $622
|
11.3K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.04% |
$374 - $498
|
10K
$961K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.55% |
$374 - $498
|
734
$70.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 1.56% |
$374 - $498
|
261
$25K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 10.53% |
$374 - $498
|
42
$4.03K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 10.71% |
$281 - $373
|
31
$2.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.29% |
$281 - $373
|
1.04K
$99.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$281 - $373
|
2.37K
$228K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$187 - $249
|
3.1K
$297K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$93.6 - $124
|
3.36K
$322K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 25.0% |
$93.6 - $124
|
5
$479
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1- -0.0% |
$93.6 - $124
|
26.8K
$2.57M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$93.6 - $124
|
19K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1- 0.03% |
$93.6 - $124
|
3.97K
$381K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.08% |
$93.6 - $124
|
1.3K
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 3.16% |
$281 - $373
|
92
$8.82K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-3- 2.13% |
$281 - $373
|
138
$13.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.65% |
$374 - $498
|
239
$22.9K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.72% |
$468 - $622
|
179
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.81% |
$468 - $622
|
616
$59.1K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.28% |
$562 - $747
|
2.16K
$207K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-6- 0.06% |
$562 - $747
|
10.7K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9- 0.06% |
$842 - $1.12K
|
14.4K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.09% |
$936 - $1.24K
|
11.3K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.24% |
$936 - $1.24K
|
4.09K
$392K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.42% |
$1.03K - $1.37K
|
2.63K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 5.42% |
$1.03K - $1.37K
|
192
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13- 0.36% |
$1.22K - $1.62K
|
3.64K
$349K
|