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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-377- 26.18% |
$67.8K - $94.9K
|
1.06K
$243K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.22KNew |
$399K - $558K
|
2.22K
$507K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
288+ 163.64% |
$51.8K - $72.5K
|
464
$106K
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
567+ 48.92% |
$102K - $143K
|
1.73K
$394K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
20+ 3.5% |
$3.6K - $5.04K
|
591
$135K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-287- 15.68% |
$51.6K - $72.3K
|
1.54K
$353K
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 5.96% |
$36K - $50.4K
|
3.16K
$721K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
195+ 14.14% |
$35.1K - $49.1K
|
1.57K
$360K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.23KClosed |
$221K - $309K
|
0
$0
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
270+ 5400.0% |
$48.6K - $68K
|
275
$62.8K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.02K- 66.37% |
$1.08M - $1.52M
|
3.05K
$697K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-188- 14.8% |
$33.8K - $47.3K
|
1.08K
$247K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-391- 13.55% |
$70.3K - $98.4K
|
2.49K
$570K
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
427New |
$76.8K - $108K
|
427
$97.6K
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-11.7K- 99.89% |
$2.1M - $2.94M
|
13
$2.97K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-56- 4.95% |
$10.1K - $14.1K
|
1.08K
$246K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-753- 14.81% |
$135K - $190K
|
4.33K
$990K
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
225+ 18.34% |
$40.5K - $56.6K
|
1.45K
$332K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-115- 9.21% |
$20.7K - $29K
|
1.13K
$259K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-22- 1.03% |
$3.96K - $5.54K
|
2.12K
$484K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-409- 26.37% |
$73.6K - $103K
|
1.14K
$261K
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-371- 22.47% |
$66.7K - $93.4K
|
1.28K
$292K
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-42- 3.7% |
$7.55K - $10.6K
|
1.09K
$250K
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-28.8K- 28.83% |
$5.18M - $7.25M
|
71.1K
$16.2M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 31.75% |
$7.19K - $10.1K
|
86
$19.6K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-141- 3.24% |
$25.4K - $35.5K
|
4.21K
$961K
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-139- 21.22% |
$25K - $35K
|
516
$118K
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
192K+ 228.96% |
$34.6M - $48.4M
|
276K
$63.1M
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
152+ 14.45% |
$27.3K - $38.3K
|
1.2K
$275K
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-757- 19.71% |
$136K - $191K
|
3.08K
$705K
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
48New |
$8.63K - $12.1K
|
48
$11K
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-14.6K- 93.31% |
$2.63M - $3.68M
|
1.05K
$240K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-332K- 11.24% |
$59.1M - $87.9M
|
2.63M
$600M
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
848New |
$151K - $224K
|
848
$194K
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.06KNew |
$189K - $281K
|
1.06K
$243K
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 8.18% |
$17.8K - $26.4K
|
1.12K
$257K
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.73KClosed |
$307K - $456K
|
0
$0
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
45New |
$8K - $11.9K
|
45
$10.3K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.32KNew |
$235K - $349K
|
1.32K
$302K
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.01KNew |
$180K - $268K
|
1.01K
$231K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.73K+ 3460.0% |
$307K - $457K
|
1.78K
$407K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-921Closed |
$164K - $243K
|
0
$0
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$26.7K - $39.6K
|
150
$34.3K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.38KNew |
$245K - $364K
|
1.38K
$315K
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
770New |
$137K - $203K
|
770
$176K
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-157- 13.57% |
$27.9K - $41.5K
|
1K
$228K
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.28KNew |
$227K - $337K
|
1.28K
$292K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
127+ 4233.33% |
$22.6K - $33.6K
|
130
$29.7K
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.3KNew |
$231K - $343K
|
1.3K
$296K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-280- 1.31% |
$49.8K - $74K
|
21.1K
$4.83M
|