Purchases and Sales Made in Q3 2023 in Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.13% |
$245 - $268
|
2.4K
$254K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.43% |
$163 - $179
|
466
$49.4K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.79% |
$163 - $179
|
114
$12.1K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 16.67% |
$163 - $179
|
14
$1.48K
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.49% |
$81.7 - $89.4
|
204
$21.6K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$81.7 - $89.4
|
3.1K
$328K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 3.57% |
$81.7 - $89.4
|
27
$2.86K
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1- -0.0% |
$81.7 - $89.4
|
24.2K
$2.57M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.04% |
$81.7 - $89.4
|
2.45K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.33% |
$245 - $268
|
907
$96.2K
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3- 0.03% |
$245 - $268
|
8.63K
$915K
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5- 0.16% |
$408 - $447
|
3.05K
$323K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 0.54% |
$490 - $537
|
1.11K
$118K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 2.37% |
$490 - $537
|
247
$26.2K
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-9- 0.1% |
$735 - $805
|
9.39K
$995K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 11.63% |
$817 - $894
|
76
$8.06K
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-13- 0.02% |
$1.06K - $1.16K
|
62.6K
$6.64M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-13- 0.05% |
$1.06K - $1.16K
|
26.1K
$2.77M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14- 0.08% |
$1.14K - $1.25K
|
17.9K
$1.89M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.03% |
$1.31K - $1.43K
|
62.4K
$6.61M
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.63% |
$1.39K - $1.52K
|
2.67K
$283K
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-24- 4.95% |
$1.96K - $2.15K
|
461
$48.9K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 34.21% |
$2.12K - $2.32K
|
50
$5.3K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-27- 0.67% |
$2.2K - $2.41K
|
3.99K
$423K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-28- 1.04% |
$2.29K - $2.5K
|
2.67K
$283K
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-30- 0.13% |
$2.45K - $2.68K
|
23.6K
$2.5M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-30- 7.63% |
$2.45K - $2.68K
|
363
$38.5K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31- 3.78% |
$2.53K - $2.77K
|
790
$83.8K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-32- 0.07% |
$2.61K - $2.86K
|
44.8K
$4.75M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 2.21% |
$3.02K - $3.31K
|
1.64K
$174K
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-38- 0.5% |
$3.1K - $3.4K
|
7.56K
$802K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-41- 0.45% |
$3.35K - $3.67K
|
9.04K
$959K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 30.94% |
$3.51K - $3.85K
|
96
$10.2K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45- 1.07% |
$3.67K - $4.02K
|
4.17K
$442K
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-46- 0.15% |
$3.76K - $4.11K
|
30.2K
$3.2M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-46- 0.31% |
$3.76K - $4.11K
|
14.7K
$1.56M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-56- 0.02% |
$4.57K - $5.01K
|
258K
$27.3M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61Closed |
$4.98K - $5.45K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-62- 0.58% |
$5.06K - $5.54K
|
10.7K
$1.13M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-65- 0.48% |
$5.31K - $5.81K
|
13.6K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-74- 2.52% |
$6.04K - $6.62K
|
2.87K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-79- 0.81% |
$6.45K - $7.06K
|
9.68K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 95.24% |
$6.53K - $7.15K
|
4
$424
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-82- 2.27% |
$6.7K - $7.33K
|
3.53K
$374K
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-92- 2.3% |
$7.51K - $8.23K
|
3.91K
$415K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-97- 1.31% |
$7.92K - $8.67K
|
7.31K
$775K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-97- 0.78% |
$7.92K - $8.67K
|
12.3K
$1.3M
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-100- 1.45% |
$8.17K - $8.94K
|
6.81K
$722K
|
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-100- 7.14% |
$8.17K - $8.94K
|
1.3K
$138K
|