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 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.85KNew |
$173K - $230K
|
1.85K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.85KNew |
$173K - $230K
|
1.85K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.85KNew |
$173K - $230K
|
1.85K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.84KNew |
$173K - $230K
|
1.84K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.84KNew |
$172K - $228K
|
1.84K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$171K - $227K
|
1.83K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.83KNew |
$171K - $227K
|
1.83K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.82KNew |
$171K - $227K
|
1.82K
$193K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.82KNew |
$170K - $226K
|
1.82K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.81KNew |
$170K - $226K
|
1.81K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.81K+ 11.26% |
$169K - $225K
|
17.8K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$168K - $223K
|
1.79K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.77KNew |
$165K - $220K
|
1.77K
$187K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.74KNew |
$163K - $217K
|
1.74K
$185K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.73KNew |
$162K - $215K
|
1.73K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.72KNew |
$161K - $214K
|
1.72K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$160K - $213K
|
1.71K
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
1.7KNew |
$159K - $211K
|
1.7K
$180K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.69KNew |
$159K - $211K
|
1.69K
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.69K+ 41.65% |
$158K - $211K
|
5.76K
$610K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.69KNew |
$158K - $210K
|
1.69K
$179K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.68KNew |
$158K - $209K
|
1.68K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.65K+ 24.58% |
$154K - $205K
|
8.36K
$887K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 37.07% |
$152K - $203K
|
6.02K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$152K - $202K
|
1.62K
$172K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.57K+ 2.7% |
$147K - $195K
|
59.6K
$6.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.53K+ 12.59% |
$143K - $190K
|
13.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.52KNew |
$142K - $189K
|
1.52K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.5K+ 3.77% |
$140K - $187K
|
41.3K
$4.38M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 10.27% |
$134K - $178K
|
15.4K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.34K+ 61.3% |
$125K - $166K
|
3.52K
$373K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.33KNew |
$124K - $165K
|
1.33K
$141K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.32K+ 127.21% |
$124K - $165K
|
2.36K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.31K+ 7.21% |
$122K - $162K
|
19.4K
$2.06M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.17K+ 97.99% |
$110K - $146K
|
2.37K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.17K+ 3.07% |
$109K - $145K
|
39.2K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 5.48% |
$107K - $142K
|
21.9K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 0.03% |
$105K - $140K
|
3.63M
$384M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 2.21% |
$105K - $139K
|
51.9K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.08K+ 12.36% |
$101K - $135K
|
9.83K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.06K+ 43.98% |
$99.1K - $132K
|
3.47K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 266.67% |
$93.6K - $124K
|
1.38K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1K+ 40.0% |
$93.6K - $124K
|
3.5K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
994+ 26.63% |
$93K - $124K
|
4.73K
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
980New |
$91.7K - $122K
|
980
$104K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
969+ 1.44% |
$90.7K - $121K
|
68.1K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
961+ 5.52% |
$89.9K - $120K
|
18.4K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
950New |
$88.9K - $118K
|
950
$101K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
932+ 37.51% |
$87.2K - $116K
|
3.42K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
930+ 5.91% |
$87K - $116K
|
16.7K
$1.77M
|