Latest Institutional Transactions on Boeing CO (BA)
This table provides information on the latest institutional transactions involving Boeing CO (BA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-200- 95.24% |
$27.6K - $36.1K
|
10
$1.86K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.23K+ 21.7% |
$446K - $584K
|
18.1K
$3.37M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-20.7K- 68.04% |
$2.86M - $3.74M
|
9.73K
$1.81M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5New |
$691 - $904
|
5
$931
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-12- 0.59% |
$1.66K - $2.17K
|
2.01K
$373K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-53- 3.98% |
$7.32K - $9.58K
|
1.28K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.33KNew |
$598K - $783K
|
4.33K
$806K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.33KNew |
$322K - $422K
|
2.33K
$434K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-11- 0.53% |
$1.52K - $1.99K
|
2.07K
$385K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-167- 3.6% |
$23.1K - $30.2K
|
4.47K
$832K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
43+ 1.0% |
$5.94K - $7.77K
|
4.34K
$807K
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.04K+ 42.38% |
$420K - $550K
|
10.2K
$1.9M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-47.1K- 92.58% |
$6.5M - $8.5M
|
3.77K
$702K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 6.65% |
$213K - $279K
|
24.8K
$4.61M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.9K- 11.29% |
$6.07M - $7.94M
|
345K
$64.2M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-7.5K- 88.24% |
$1.04M - $1.36M
|
1K
$186K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
694+ 3.71% |
$95.9K - $125K
|
19.4K
$3.61M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
923+ 42.24% |
$128K - $167K
|
3.11K
$579K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 2.28% |
$4.14K - $5.42K
|
1.29K
$239K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
2KNew |
$276K - $361K
|
2K
$372K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 20.87% |
$175K - $229K
|
7.35K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.15K+ 5.44% |
$296K - $388K
|
41.5K
$7.73M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-361- 15.47% |
$49.9K - $65.2K
|
1.97K
$367K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27+ 7.05% |
$3.73K - $4.88K
|
410
$76.3K
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-490- 4.67% |
$67.7K - $88.6K
|
10K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
5+ 0.03% |
$691 - $904
|
18.1K
$3.38M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.05% |
$138 - $181
|
2.06K
$383K
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-205- 6.99% |
$28.3K - $37K
|
2.73K
$508K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.58KNew |
$356K - $466K
|
2.58K
$480K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 21.65% |
$184K - $240K
|
7.47K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
140+ 215.38% |
$19.3K - $25.3K
|
205
$38.2K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50New |
$6.91K - $9.04K
|
50
$9.31K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$13.8K - $18.1K
|
100
$18.6K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-211- 12.4% |
$29.1K - $38.1K
|
1.49K
$277K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.48K+ 3.49% |
$343K - $449K
|
73.7K
$13.7M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.15KNew |
$159K - $209K
|
1.15K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-376- 23.84% |
$51.9K - $68K
|
1.2K
$224K
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 4.85% |
$13.8K - $18.1K
|
1.96K
$365K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-720- 29.67% |
$99.5K - $130K
|
1.71K
$318K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.38KNew |
$191K - $249K
|
1.38K
$257K
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-125- 7.01% |
$17.3K - $22.6K
|
1.66K
$309K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.96KNew |
$271K - $354K
|
1.96K
$365K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
677+ 4.1% |
$93.5K - $122K
|
17.2K
$3.2M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-133- 3.71% |
$18.4K - $24K
|
3.46K
$643K
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
3.1K+ 8.22% |
$428K - $560K
|
40.8K
$7.59M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-664- 6.63% |
$91.7K - $120K
|
9.35K
$1.74M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.35K+ 17.3% |
$1.01M - $1.33M
|
49.8K
$9.27M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
235+ 9.63% |
$32.5K - $42.5K
|
2.68K
$498K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-980- 31.18% |
$135K - $177K
|
2.16K
$403K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
982K+ 30.71% |
$136M - $177M
|
4.18M
$778M
|