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 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-12- 0.58% |
$2.13K - $3.17K
|
2.05K
$468K
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
1.76K+ 3.15% |
$313K - $465K
|
57.6K
$13.2M
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-195- 14.51% |
$34.7K - $51.5K
|
1.15K
$263K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
839New |
$149K - $222K
|
839
$192K
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
802New |
$143K - $212K
|
802
$183K
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
915New |
$163K - $242K
|
915
$209K
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-20- 1.42% |
$3.55K - $5.29K
|
1.39K
$317K
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
995New |
$177K - $263K
|
995
$227K
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-56- 4.69% |
$9.95K - $14.8K
|
1.14K
$260K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-36- 10.03% |
$6.4K - $9.51K
|
323
$73.8K
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-3.67K- 52.69% |
$652K - $970K
|
3.29K
$753K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
955New |
$170K - $252K
|
955
$218K
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
992New |
$176K - $262K
|
992
$227K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
80New |
$14.2K - $21.1K
|
80
$18.3K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$30.2K - $44.9K
|
170
$38.8K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.05KNew |
$187K - $278K
|
1.05K
$241K
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-946- 22.55% |
$168K - $250K
|
3.25K
$743K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
557New |
$99K - $147K
|
557
$127K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
923New |
$164K - $244K
|
923
$211K
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1KNew |
$178K - $264K
|
1K
$228K
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
988New |
$176K - $261K
|
988
$226K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.12KNew |
$555K - $825K
|
3.12K
$713K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-287- 10.13% |
$51K - $75.8K
|
2.55K
$581K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
966New |
$172K - $255K
|
966
$221K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
820New |
$146K - $217K
|
820
$187K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
970New |
$172K - $256K
|
970
$222K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.08% |
$178 - $264
|
1.24K
$282K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-406- 2.25% |
$72.2K - $107K
|
17.6K
$4.03M
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
804New |
$143K - $212K
|
804
$184K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
782New |
$139K - $207K
|
782
$179K
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-51.2K- 58.41% |
$9.09M - $13.5M
|
36.4K
$8.32M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
796New |
$141K - $210K
|
796
$182K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
782New |
$139K - $207K
|
782
$179K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-41- 10.76% |
$7.29K - $10.8K
|
340
$77.7K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
795New |
$141K - $210K
|
795
$182K
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
990New |
$176K - $262K
|
990
$226K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
933New |
$166K - $247K
|
933
$213K
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
SELL
|
- |
-75- 1.48% |
$13.3K - $19.8K
|
5K
$1.14M
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
200New |
$35.5K - $52.9K
|
200
$45.7K
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.66KNew |
$295K - $438K
|
1.66K
$379K
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
200+ 9.44% |
$35.5K - $52.9K
|
2.32K
$530K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
971New |
$173K - $257K
|
971
$222K
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
809New |
$144K - $214K
|
809
$185K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.57KNew |
$279K - $415K
|
1.57K
$359K
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
882New |
$157K - $233K
|
882
$202K
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-150- 9.75% |
$26.7K - $39.6K
|
1.39K
$317K
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
61K+ 321.05% |
$10.8M - $16.1M
|
80K
$18.3M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-36- 3.31% |
$6.4K - $9.51K
|
1.05K
$240K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 1.36% |
$4.8K - $7.14K
|
1.96K
$447K
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
8.39KNew |
$1.49M - $2.22M
|
8.39K
$1.92M
|