Purchases and Sales Made in Q4 2021 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
12+ 2.58% |
$945 - $1.1K
|
477
$50.1K
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10New |
$788 - $917
|
10
$1.05K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$709 - $825
|
3.04K
$319K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8+ 1.47% |
$630 - $733
|
552
$58K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.14% |
$551 - $642
|
5.17K
$543K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$551 - $642
|
7
$735
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 4.86% |
$551 - $642
|
151
$15.9K
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.02% |
$551 - $642
|
696
$73.1K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
6+ 0.06% |
$473 - $550
|
10K
$1.05M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.45% |
$315 - $367
|
894
$93.9K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$158 - $183
|
8.23K
$864K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.39% |
$158 - $183
|
520
$54.6K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$158 - $183
|
12.1K
$1.28M
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$78.8 - $91.7
|
2
$210
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.96% |
$78.8 - $91.7
|
105
$11K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.37% |
$78.8 - $91.7
|
269
$28.3K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 0.09% |
$78.8 - $91.7
|
1.07K
$113K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$78.8 - $91.7
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 1.04% |
$158 - $183
|
190
$20K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 9.52% |
$315 - $367
|
38
$3.99K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 1.78% |
$315 - $367
|
221
$23.2K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-4- 0.19% |
$315 - $367
|
2.07K
$217K
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-6- 0.03% |
$473 - $550
|
21.1K
$2.22M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 9.72% |
$551 - $642
|
65
$6.83K
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8- 0.17% |
$630 - $733
|
4.67K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.07% |
$630 - $733
|
12.3K
$1.29M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9Closed |
$709 - $825
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 18.64% |
$866 - $1.01K
|
48
$5.04K
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-16- 7.69% |
$1.26K - $1.47K
|
192
$20.2K
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-16- 0.47% |
$1.26K - $1.47K
|
3.41K
$358K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-19- 2.26% |
$1.5K - $1.74K
|
822
$86.3K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-20- 1.78% |
$1.58K - $1.83K
|
1.11K
$116K
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.1% |
$1.58K - $1.83K
|
20.3K
$2.13M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 0.25% |
$1.65K - $1.92K
|
8.35K
$877K
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.25% |
$1.65K - $1.92K
|
8.35K
$877K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.97K - $2.29K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 5.03% |
$2.44K - $2.84K
|
585
$61.4K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-33- 56.9% |
$2.6K - $3.02K
|
25
$2.63K
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-40- 0.31% |
$3.15K - $3.67K
|
13K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40Closed |
$3.15K - $3.67K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-44- 1.5% |
$3.47K - $4.03K
|
2.89K
$304K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45- 0.09% |
$3.54K - $4.12K
|
50.1K
$5.26M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 70.42% |
$3.94K - $4.58K
|
21
$2.21K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-52Closed |
$4.1K - $4.77K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-58Closed |
$4.57K - $5.32K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-60- 3.41% |
$4.73K - $5.5K
|
1.7K
$179K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65- 0.03% |
$5.12K - $5.96K
|
230K
$24.1M
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-66Closed |
$5.2K - $6.05K
|
0
$0
|