Purchases and Sales Made in Q3 2023 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.18% |
$4.82K - $5.28K
|
5.05K
$496K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
59+ 0.8% |
$4.82K - $5.28K
|
7.43K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
58+ 0.26% |
$4.74K - $5.19K
|
22.2K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
57+ 78.08% |
$4.65K - $5.1K
|
130
$12.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.53% |
$4.33K - $4.74K
|
9.99K
$982K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
50+ 7.8% |
$4.08K - $4.47K
|
691
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
44New |
$3.59K - $3.93K
|
44
$4.33K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 107.32% |
$3.59K - $3.93K
|
85
$8.36K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 102.33% |
$3.59K - $3.93K
|
87
$8.55K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
39New |
$3.18K - $3.49K
|
39
$3.83K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
38+ 200.0% |
$3.1K - $3.4K
|
57
$5.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38+ 6.93% |
$3.1K - $3.4K
|
586
$57.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
38+ 0.17% |
$3.1K - $3.4K
|
22.4K
$2.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
37+ 0.26% |
$3.02K - $3.31K
|
14.3K
$1.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 17.21% |
$3.02K - $3.31K
|
252
$24.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36+ 1.25% |
$2.94K - $3.22K
|
2.92K
$287K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
34+ 1.37% |
$2.78K - $3.04K
|
2.51K
$247K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
33+ 0.25% |
$2.69K - $2.95K
|
13.1K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30+ 0.44% |
$2.45K - $2.68K
|
6.89K
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 1.09% |
$2.37K - $2.59K
|
2.68K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
28+ 0.33% |
$2.29K - $2.5K
|
8.59K
$845K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 9.43% |
$2.29K - $2.5K
|
325
$32K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
28+ 1.65% |
$2.29K - $2.5K
|
1.73K
$170K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 22.02% |
$1.96K - $2.15K
|
133
$13.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
24+ 0.32% |
$1.96K - $2.15K
|
7.49K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 0.46% |
$1.96K - $2.15K
|
5.2K
$511K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 6.22% |
$1.88K - $2.06K
|
393
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22+ 0.57% |
$1.8K - $1.97K
|
3.86K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 1.19% |
$1.63K - $1.79K
|
1.7K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.11% |
$1.47K - $1.61K
|
16.5K
$1.62M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
17+ 0.28% |
$1.39K - $1.52K
|
6K
$590K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 242.86% |
$1.39K - $1.52K
|
24
$2.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 2.4% |
$1.31K - $1.43K
|
682
$67.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13+ 0.53% |
$1.06K - $1.16K
|
2.44K
$240K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.45% |
$898 - $984
|
2.48K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10+ 0.09% |
$817 - $894
|
11.1K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$817 - $894
|
10
$983
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.32% |
$817 - $894
|
3.11K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$572 - $626
|
7
$688
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.2% |
$490 - $537
|
2.95K
$290K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 10.71% |
$490 - $537
|
62
$6.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 3.9% |
$490 - $537
|
160
$15.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5+ 16.67% |
$408 - $447
|
35
$3.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$327 - $358
|
4.21K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$327 - $358
|
1.48K
$145K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.32% |
$327 - $358
|
1.26K
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.14% |
$245 - $268
|
2.09K
$206K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 3.66% |
$245 - $268
|
85
$8.36K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.35% |
$245 - $268
|
872
$85.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3New |
$245 - $268
|
3
$295
|