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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
11+ 0.15% |
$1.03K - $1.37K
|
7.59K
$804K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 22.22% |
$936 - $1.24K
|
55
$5.83K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 4.44% |
$936 - $1.24K
|
235
$24.9K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$936 - $1.24K
|
10
$1.06K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 75.0% |
$842 - $1.12K
|
21
$2.23K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9New |
$842 - $1.12K
|
9
$954
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9+ 900.0% |
$842 - $1.12K
|
10
$1.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 1.63% |
$749 - $996
|
499
$52.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7New |
$655 - $871
|
7
$742
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 3.59% |
$655 - $871
|
202
$21.4K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$655 - $871
|
7
$742
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 2.28% |
$655 - $871
|
314
$33.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 5.45% |
$562 - $747
|
116
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 8.57% |
$562 - $747
|
76
$8.06K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 1.19% |
$562 - $747
|
509
$54K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$468 - $622
|
11.3K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 50.0% |
$468 - $622
|
15
$1.59K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 10.53% |
$374 - $498
|
42
$4.45K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.55% |
$374 - $498
|
734
$77.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 1.56% |
$374 - $498
|
261
$27.7K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.04% |
$374 - $498
|
10K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$281 - $373
|
2.37K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.29% |
$281 - $373
|
1.04K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 10.71% |
$281 - $373
|
31
$3.29K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$187 - $249
|
3.1K
$328K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$93.6 - $124
|
3.36K
$356K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 25.0% |
$93.6 - $124
|
5
$530
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1- 0.03% |
$93.6 - $124
|
3.97K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$93.6 - $124
|
19K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1- -0.0% |
$93.6 - $124
|
26.8K
$2.84M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.08% |
$93.6 - $124
|
1.3K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-3- 2.13% |
$281 - $373
|
138
$14.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 3.16% |
$281 - $373
|
92
$9.75K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.65% |
$374 - $498
|
239
$25.3K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.72% |
$468 - $622
|
179
$19K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.81% |
$468 - $622
|
616
$65.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-6- 0.06% |
$562 - $747
|
10.7K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.28% |
$562 - $747
|
2.16K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9- 0.06% |
$842 - $1.12K
|
14.4K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 0.09% |
$936 - $1.24K
|
11.3K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.24% |
$936 - $1.24K
|
4.09K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-11- 5.42% |
$1.03K - $1.37K
|
192
$20.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.42% |
$1.03K - $1.37K
|
2.63K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13- 0.36% |
$1.22K - $1.62K
|
3.64K
$386K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.21% |
$1.31K - $1.74K
|
6.6K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-16- 0.4% |
$1.5K - $1.99K
|
3.99K
$423K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-16- 0.29% |
$1.5K - $1.99K
|
5.46K
$578K
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-19- 0.11% |
$1.78K - $2.36K
|
16.8K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.83% |
$1.78K - $2.36K
|
2.27K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19- 0.78% |
$1.78K - $2.36K
|
2.42K
$257K
|