Purchases and Sales Made in Q2 2023 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 16.92% |
$3.08K - $3.76K
|
311
$34.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43New |
$2.94K - $3.6K
|
43
$4.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
40+ 0.92% |
$2.74K - $3.35K
|
4.39K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
38New |
$2.6K - $3.18K
|
38
$4.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
37New |
$2.53K - $3.1K
|
37
$4.07K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 3.93% |
$2.47K - $3.01K
|
953
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
35+ 0.14% |
$2.4K - $2.93K
|
25.9K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
33+ 6.29% |
$2.26K - $2.76K
|
558
$61.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 40.0% |
$2.19K - $2.68K
|
112
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
31+ 0.41% |
$2.12K - $2.59K
|
7.6K
$837K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
28+ 16.0% |
$1.92K - $2.34K
|
203
$22.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$1.85K - $2.26K
|
4.27K
$471K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25+ 80.65% |
$1.71K - $2.09K
|
56
$6.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 50.0% |
$1.58K - $1.92K
|
69
$7.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
23+ 2.95% |
$1.58K - $1.92K
|
802
$88.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 1.52% |
$1.51K - $1.84K
|
1.47K
$162K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.19% |
$1.3K - $1.59K
|
9.92K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 5.41% |
$1.3K - $1.59K
|
370
$40.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19New |
$1.3K - $1.59K
|
19
$2.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18New |
$1.23K - $1.51K
|
18
$1.98K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18New |
$1.23K - $1.51K
|
18
$1.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.23K - $1.51K
|
6.86K
$755K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 3.38% |
$1.23K - $1.51K
|
550
$60.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
17+ 0.18% |
$1.16K - $1.42K
|
9.39K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 144.44% |
$890 - $1.09K
|
22
$2.42K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.27% |
$890 - $1.09K
|
4.79K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.08% |
$890 - $1.09K
|
15.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12New |
$822 - $1K
|
12
$1.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$822 - $1K
|
2.89K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.86% |
$822 - $1K
|
1.41K
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 15.07% |
$753 - $920
|
84
$9.25K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
10+ 0.05% |
$685 - $837
|
18.9K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$685 - $837
|
10
$1.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.07% |
$616 - $753
|
13.7K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 37.5% |
$616 - $753
|
33
$3.63K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.78% |
$479 - $586
|
910
$100K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 2.85% |
$479 - $586
|
253
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.91% |
$411 - $502
|
666
$73.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 6.19% |
$411 - $502
|
103
$11.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$411 - $502
|
6
$661
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.19% |
$274 - $335
|
2.09K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.28% |
$274 - $335
|
1.43K
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.73% |
$205 - $251
|
412
$45.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.83% |
$205 - $251
|
109
$12K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.24% |
$205 - $251
|
1.25K
$138K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.01% |
$137 - $167
|
18.4K
$2.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 40.0% |
$137 - $167
|
7
$771
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$68.5 - $83.7
|
548
$60.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.07% |
$68.5 - $83.7
|
1.36K
$149K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.89% |
$68.5 - $83.7
|
54
$5.95K
|