Purchases and Sales Made in Q1 2025 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q1 2025. 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 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1+ 0.01% |
$96.9 - $113
|
7.63K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.47% |
$96.9 - $113
|
212
$20.3K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 1.72% |
$96.9 - $113
|
59
$5.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.2% |
$96.9 - $113
|
513
$49.2K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 16.67% |
$194 - $225
|
10
$959
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.08% |
$194 - $225
|
2.41K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 4.6% |
$388 - $450
|
83
$7.96K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-6- 40.0% |
$581 - $675
|
9
$863
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 13.21% |
$678 - $788
|
46
$4.41K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7- 13.73% |
$678 - $788
|
44
$4.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 4.73% |
$775 - $900
|
161
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.11% |
$872 - $1.01K
|
8.12K
$779K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-10- 0.24% |
$969 - $1.13K
|
4.07K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-10- 4.15% |
$969 - $1.13K
|
231
$22.2K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-11- 12.09% |
$1.07K - $1.24K
|
80
$7.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-13- 3.31% |
$1.26K - $1.46K
|
380
$36.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-15- 6.79% |
$1.45K - $1.69K
|
206
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 34.09% |
$1.45K - $1.69K
|
29
$2.78K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-15- 62.5% |
$1.45K - $1.69K
|
9
$863
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-16- 0.17% |
$1.55K - $1.8K
|
9.16K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.4% |
$1.55K - $1.8K
|
3.99K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.17% |
$1.74K - $2.03K
|
10.5K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 20.83% |
$1.94K - $2.25K
|
76
$7.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-20- 0.23% |
$1.94K - $2.25K
|
8.7K
$834K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-21- 0.14% |
$2.04K - $2.36K
|
14.7K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-27- 0.59% |
$2.62K - $3.04K
|
4.51K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 1.1% |
$2.91K - $3.38K
|
2.7K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-31- 0.39% |
$3K - $3.49K
|
7.96K
$763K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 11.11% |
$3.29K - $3.83K
|
272
$26.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 0.19% |
$3.39K - $3.94K
|
18.9K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-35- 16.99% |
$3.39K - $3.94K
|
171
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-39- 1.51% |
$3.78K - $4.39K
|
2.54K
$244K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-40- 1.05% |
$3.88K - $4.5K
|
3.78K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-42- 0.35% |
$4.07K - $4.73K
|
11.8K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47- 1.88% |
$4.55K - $5.29K
|
2.45K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-48- 0.43% |
$4.65K - $5.4K
|
11K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-55- 0.62% |
$5.33K - $6.19K
|
8.86K
$850K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-57- 1.33% |
$5.52K - $6.41K
|
4.22K
$405K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-58- 0.87% |
$5.62K - $6.53K
|
6.64K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-59- 0.91% |
$5.72K - $6.64K
|
6.42K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$5.72K - $6.64K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 36.14% |
$5.81K - $6.75K
|
106
$10.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-63- 5.06% |
$6.11K - $7.09K
|
1.18K
$113K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-68- 2.62% |
$6.59K - $7.65K
|
2.53K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-69- 0.86% |
$6.69K - $7.76K
|
7.93K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-70- 49.3% |
$6.78K - $7.88K
|
72
$6.9K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-73- 3.35% |
$7.07K - $8.21K
|
2.11K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-75- 1.77% |
$7.27K - $8.44K
|
4.17K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-75- 0.94% |
$7.27K - $8.44K
|
7.88K
$756K
|