Purchases and Sales Made in Q4 2022 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29+ 0.98% |
$2.51K - $3.07K
|
3K
$288K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 116.67% |
$2.42K - $2.97K
|
52
$4.99K
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
27+ 0.18% |
$2.33K - $2.86K
|
15.1K
$1.45M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
26New |
$2.25K - $2.76K
|
26
$2.49K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 4.51% |
$2.25K - $2.76K
|
602
$57.7K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$2.25K - $2.76K
|
26
$2.49K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 2.28% |
$2.16K - $2.65K
|
1.12K
$107K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23New |
$1.99K - $2.44K
|
23
$2.21K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 0.09% |
$1.82K - $2.23K
|
24.4K
$2.34M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.82K - $2.23K
|
21
$2.01K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 5.0% |
$1.82K - $2.23K
|
441
$42.3K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 2.5% |
$1.73K - $2.12K
|
819
$78.5K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 8.4% |
$1.73K - $2.12K
|
258
$24.7K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
20+ 0.78% |
$1.73K - $2.12K
|
2.6K
$249K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
20+ 0.01% |
$1.73K - $2.12K
|
314K
$30.1M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.3% |
$1.73K - $2.12K
|
6.59K
$631K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18New |
$1.56K - $1.91K
|
18
$1.73K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 8.76% |
$1.47K - $1.8K
|
211
$20.2K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
17+ 0.46% |
$1.47K - $1.8K
|
3.7K
$354K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 28.81% |
$1.47K - $1.8K
|
76
$7.29K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 2.56% |
$1.3K - $1.59K
|
600
$57.5K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15New |
$1.3K - $1.59K
|
15
$1.44K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 11.2% |
$1.21K - $1.48K
|
139
$13.3K
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
13+ 0.27% |
$1.12K - $1.38K
|
4.74K
$455K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13New |
$1.12K - $1.38K
|
13
$1.25K
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$1.04K - $1.27K
|
4.81K
$461K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 39.29% |
$951 - $1.17K
|
39
$3.74K
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$865 - $1.06K
|
4.42K
$424K
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$778 - $954
|
3.11K
$298K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$778 - $954
|
9
$863
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 0.1% |
$778 - $954
|
9.41K
$902K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$778 - $954
|
9
$863
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8New |
$692 - $848
|
8
$767
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 3.88% |
$692 - $848
|
214
$20.5K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6+ 0.01% |
$519 - $636
|
54.2K
$5.2M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.04% |
$432 - $530
|
11.7K
$1.12M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.05% |
$432 - $530
|
9.11K
$873K
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4+ 0.03% |
$346 - $424
|
12.6K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$346 - $424
|
4
$384
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 6.0% |
$259 - $318
|
53
$5.08K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.22% |
$259 - $318
|
1.36K
$130K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.33% |
$259 - $318
|
923
$88.5K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 4.0% |
$173 - $212
|
52
$4.99K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 2.06% |
$173 - $212
|
99
$9.49K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.25% |
$173 - $212
|
809
$77.6K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$86.5 - $106
|
10.6K
$1.02M
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1- 0.01% |
$86.5 - $106
|
8.05K
$772K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.01% |
$173 - $212
|
15K
$1.44M
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5- 1.81% |
$432 - $530
|
272
$26.1K
|