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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
162New |
$13.2K - $15.9K
|
162
$17.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
155+ 6.13% |
$12.6K - $15.2K
|
2.68K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
151+ 3.48% |
$12.3K - $14.8K
|
4.49K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151New |
$12.3K - $14.8K
|
151
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
150+ 23.55% |
$12.2K - $14.7K
|
787
$83.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
150New |
$12.2K - $14.7K
|
150
$15.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
147New |
$12K - $14.4K
|
147
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
145+ 1.0% |
$11.8K - $14.2K
|
14.6K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
141New |
$11.5K - $13.8K
|
141
$14.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
133+ 4.52% |
$10.8K - $13K
|
3.08K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127+ 39.32% |
$10.3K - $12.5K
|
450
$47.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 3.21% |
$10.2K - $12.3K
|
4.03K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
122New |
$9.93K - $12K
|
122
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
121+ 2.9% |
$9.84K - $11.9K
|
4.29K
$455K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
109+ 0.5% |
$8.87K - $10.7K
|
22.1K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
107+ 0.01% |
$8.71K - $10.5K
|
1.52M
$161M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
104+ 26.87% |
$8.46K - $10.2K
|
491
$52.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
100+ 3.2% |
$8.14K - $9.81K
|
3.22K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
98+ 0.04% |
$7.97K - $9.61K
|
225K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
97+ 1.3% |
$7.89K - $9.51K
|
7.58K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
94+ 0.97% |
$7.65K - $9.22K
|
9.77K
$1.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
91+ 13.34% |
$7.4K - $8.92K
|
773
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
90+ 0.84% |
$7.32K - $8.83K
|
10.7K
$1.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
85New |
$6.92K - $8.34K
|
85
$9.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75New |
$6.1K - $7.35K
|
75
$7.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
74+ 1.85% |
$6.02K - $7.26K
|
4.07K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
73+ 0.45% |
$5.94K - $7.16K
|
16.3K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
70New |
$5.7K - $6.86K
|
70
$7.42K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70+ 9.74% |
$5.7K - $6.86K
|
789
$83.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
70New |
$5.7K - $6.86K
|
70
$7.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
68New |
$5.53K - $6.67K
|
68
$7.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
64+ 0.42% |
$5.21K - $6.28K
|
15.4K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
63New |
$5.13K - $6.18K
|
63
$6.68K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
60New |
$4.88K - $5.88K
|
60
$6.36K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 2.14% |
$4.64K - $5.59K
|
2.73K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
57+ 3.35% |
$4.64K - $5.59K
|
1.76K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
54+ 0.33% |
$4.39K - $5.3K
|
16.6K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
51+ 0.11% |
$4.15K - $5K
|
45.9K
$4.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
50New |
$4.07K - $4.9K
|
50
$5.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
50+ 12.72% |
$4.07K - $4.9K
|
443
$47K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$3.25K - $3.92K
|
40
$4.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
39New |
$3.17K - $3.82K
|
39
$4.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38+ 1.39% |
$3.09K - $3.73K
|
2.78K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
35+ 1.03% |
$2.85K - $3.43K
|
3.45K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 350.0% |
$2.85K - $3.43K
|
45
$4.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34+ 1.11% |
$2.77K - $3.33K
|
3.11K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31New |
$2.52K - $3.04K
|
31
$3.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.16% |
$2.52K - $3.04K
|
336
$35.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28New |
$2.28K - $2.75K
|
28
$2.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
27New |
$2.2K - $2.65K
|
27
$2.86K
|