Purchases and Sales Made in Q4 2023 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.16% |
$2.52K - $3.04K
|
336
$32.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$2.28K - $2.75K
|
28
$2.68K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
27New |
$2.2K - $2.65K
|
27
$2.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.25% |
$2.03K - $2.45K
|
10K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 15.0% |
$1.95K - $2.35K
|
184
$17.6K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$1.95K - $2.35K
|
24
$2.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 9.36% |
$1.79K - $2.16K
|
257
$24.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
21+ 0.27% |
$1.71K - $2.06K
|
7.9K
$758K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
20+ 0.8% |
$1.63K - $1.96K
|
2.53K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
18+ 600.0% |
$1.46K - $1.77K
|
21
$2.01K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 8.56% |
$1.3K - $1.57K
|
203
$19.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
15+ 0.22% |
$1.22K - $1.47K
|
6.89K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
12+ 0.16% |
$976 - $1.18K
|
7.58K
$726K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 2.61% |
$976 - $1.18K
|
471
$45.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$814 - $981
|
4.94K
$474K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 6.54% |
$814 - $981
|
163
$15.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 11.76% |
$814 - $981
|
95
$9.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 1.11% |
$814 - $981
|
909
$87.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.29% |
$732 - $883
|
3.12K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 58.33% |
$570 - $686
|
19
$1.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$488 - $588
|
6
$575
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$488 - $588
|
6
$575
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.81% |
$407 - $490
|
621
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3+ 0.06% |
$244 - $294
|
5.37K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.22% |
$163 - $196
|
909
$87.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 3.13% |
$163 - $196
|
66
$6.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.21% |
$81.4 - $98.1
|
487
$46.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$81.4 - $98.1
|
1
$95.9
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.56% |
$81.4 - $98.1
|
19
$1.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.22% |
$81.4 - $98.1
|
83
$7.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.21% |
$81.4 - $98.1
|
467
$44.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 4.17% |
$81.4 - $98.1
|
25
$2.4K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$81.4 - $98.1
|
18.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.75% |
$81.4 - $98.1
|
132
$12.7K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.08% |
$81.4 - $98.1
|
1.2K
$115K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3- 0.02% |
$244 - $294
|
14.3K
$1.37M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 3.51% |
$325 - $392
|
110
$10.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4- 0.24% |
$325 - $392
|
1.69K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.62% |
$325 - $392
|
243
$23.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 33.33% |
$407 - $490
|
10
$959
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6- 17.14% |
$488 - $588
|
29
$2.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.02% |
$488 - $588
|
580
$55.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 6.8% |
$570 - $686
|
96
$9.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-10- 0.41% |
$814 - $981
|
2.44K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 13.16% |
$814 - $981
|
66
$6.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-12- 0.15% |
$976 - $1.18K
|
8.14K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.81% |
$976 - $1.18K
|
1.46K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-13- 4.06% |
$1.06K - $1.27K
|
307
$29.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-15- 0.07% |
$1.22K - $1.47K
|
22.4K
$2.15M
|