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 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165New |
$15.4K - $20.5K
|
165
$17.5K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
165+ 16.52% |
$15.4K - $20.5K
|
1.16K
$123K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
158+ 7.92% |
$14.8K - $19.7K
|
2.15K
$228K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
149+ 2.73% |
$13.9K - $18.5K
|
5.62K
$595K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
146+ 2.8% |
$13.7K - $18.2K
|
5.37K
$569K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
145+ 1.88% |
$13.6K - $18K
|
7.87K
$834K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 4.63% |
$13.5K - $17.9K
|
3.25K
$345K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
142+ 355.0% |
$13.3K - $17.7K
|
182
$19.3K
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
140+ 2.76% |
$13.1K - $17.4K
|
5.22K
$553K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
139+ 2.81% |
$13K - $17.3K
|
5.08K
$539K
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
135+ 6.2% |
$12.6K - $16.8K
|
2.31K
$245K
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
135+ 3.35% |
$12.6K - $16.8K
|
4.16K
$441K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
129+ 4.81% |
$12.1K - $16.1K
|
2.81K
$298K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
126+ 17.55% |
$11.8K - $15.7K
|
844
$89.5K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
126+ 1.68% |
$11.8K - $15.7K
|
7.64K
$810K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
125+ 0.12% |
$11.7K - $15.6K
|
108K
$11.5M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
125+ 0.91% |
$11.7K - $15.6K
|
13.9K
$1.48M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
121+ 2.64% |
$11.3K - $15.1K
|
4.71K
$499K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
120New |
$11.2K - $14.9K
|
120
$12.7K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
119+ 6.77% |
$11.1K - $14.8K
|
1.88K
$199K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
114+ 0.93% |
$10.7K - $14.2K
|
12.4K
$1.32M
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
114New |
$10.7K - $14.2K
|
114
$12.1K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
112+ 2.81% |
$10.5K - $13.9K
|
4.09K
$434K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 361.29% |
$10.5K - $13.9K
|
143
$15.2K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
110+ 2750.0% |
$10.3K - $13.7K
|
114
$12.1K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
110+ 1.69% |
$10.3K - $13.7K
|
6.6K
$700K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
109+ 2.37% |
$10.2K - $13.6K
|
4.71K
$499K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
108+ 1.59% |
$10.1K - $13.4K
|
6.89K
$731K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
108+ 3.46% |
$10.1K - $13.4K
|
3.23K
$342K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104+ 385.19% |
$9.73K - $12.9K
|
131
$13.9K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
103+ 65.61% |
$9.64K - $12.8K
|
260
$27.6K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.06% |
$9.36K - $12.4K
|
158K
$16.7M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$9.36K - $12.4K
|
100
$10.6K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 2.82% |
$9.27K - $12.3K
|
3.62K
$383K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
99+ 2.86% |
$9.27K - $12.3K
|
3.56K
$377K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
96+ 112.94% |
$8.98K - $11.9K
|
181
$19.2K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
96New |
$8.98K - $11.9K
|
96
$10.2K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
94+ 154.1% |
$8.8K - $11.7K
|
155
$16.4K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
92+ 4.0% |
$8.61K - $11.5K
|
2.39K
$254K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91+ 3.81% |
$8.52K - $11.3K
|
2.48K
$263K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.5% |
$8.14K - $10.8K
|
5.9K
$626K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
85+ 3.36% |
$7.96K - $10.6K
|
2.61K
$277K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
78+ 371.43% |
$7.3K - $9.71K
|
99
$10.5K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
76New |
$7.11K - $9.46K
|
76
$8.06K
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
73+ 0.39% |
$6.83K - $9.09K
|
19K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
72+ 1.33% |
$6.74K - $8.96K
|
5.49K
$582K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
71New |
$6.64K - $8.84K
|
71
$7.53K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 1.21% |
$6.46K - $8.59K
|
5.79K
$614K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 14.89% |
$6.27K - $8.34K
|
517
$54.8K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
64+ 1.97% |
$5.99K - $7.97K
|
3.31K
$351K
|