Purchases and Sales Made in Q3 2024 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$916 - $1.1K
|
11.4K
$1.26M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$733 - $880
|
2.58K
$286K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7+ 0.04% |
$641 - $770
|
17.3K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7+ 0.29% |
$641 - $770
|
2.43K
$269K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.33% |
$458 - $550
|
1.5K
$167K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$458 - $550
|
5
$554
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 3.79% |
$458 - $550
|
137
$15.2K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$458 - $550
|
5
$554
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4+ 0.11% |
$367 - $440
|
3.75K
$415K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.16% |
$367 - $440
|
2.47K
$274K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$367 - $440
|
4
$444
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 16.67% |
$275 - $330
|
21
$2.33K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.59% |
$275 - $330
|
512
$56.8K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 1.28% |
$275 - $330
|
238
$26.4K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 2.86% |
$183 - $220
|
72
$7.98K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.16% |
$183 - $220
|
175
$19.4K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.46% |
$183 - $220
|
437
$48.5K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$183 - $220
|
2
$222
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$183 - $220
|
2
$222
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$91.6 - $110
|
252
$27.9K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$91.6 - $110
|
1
$111
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.21% |
$91.6 - $110
|
483
$53.6K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$91.6 - $110
|
3.1K
$344K
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.5% |
$91.6 - $110
|
203
$22.5K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1- 0.04% |
$91.6 - $110
|
2.53K
$281K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$91.6 - $110
|
6.42K
$712K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$91.6 - $110
|
7.1K
$787K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.32% |
$91.6 - $110
|
316
$35K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1- 0.01% |
$91.6 - $110
|
7.96K
$883K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 12.5% |
$275 - $330
|
21
$2.33K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4- 0.04% |
$367 - $440
|
10.2K
$1.13M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 3.23% |
$367 - $440
|
120
$13.3K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.08% |
$367 - $440
|
4.85K
$538K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 0.18% |
$458 - $550
|
2.76K
$306K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 0.74% |
$458 - $550
|
675
$74.8K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-5- 50.0% |
$458 - $550
|
5
$554
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 7.25% |
$458 - $550
|
64
$7.1K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 20.83% |
$458 - $550
|
19
$2.11K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 5.68% |
$458 - $550
|
83
$9.2K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 6.25% |
$458 - $550
|
75
$8.32K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 2.05% |
$550 - $660
|
287
$31.8K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7- 1.01% |
$641 - $770
|
689
$76.4K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-9- 0.23% |
$825 - $990
|
3.92K
$434K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 2.49% |
$916 - $1.1K
|
392
$43.5K
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.04% |
$916 - $1.1K
|
22.8K
$2.53M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 5.14% |
$1.01K - $1.21K
|
203
$22.5K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11- 0.22% |
$1.01K - $1.21K
|
4.88K
$541K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-14- 28.57% |
$1.28K - $1.54K
|
35
$3.88K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-16- 0.52% |
$1.47K - $1.76K
|
3.08K
$341K
|