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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
549New |
$108K - $122K
|
549
$97.3K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.01KNew |
$200K - $224K
|
1.01K
$179K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-14- 1.2% |
$2.76K - $3.1K
|
1.16K
$205K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45+ 3.8% |
$8.87K - $9.97K
|
1.23K
$218K
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.11KNew |
$416K - $467K
|
2.11K
$374K
|
|
Aug 04, 2023
Q2 2023
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-15K- 35.38% |
$2.96M - $3.32M
|
27.4K
$4.85M
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 4.12% |
$19.7K - $22.2K
|
2.33K
$413K
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.22K+ 60.53% |
$1.03M - $1.16M
|
13.8K
$2.45M
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
5.5K+ 25.73% |
$1.08M - $1.22M
|
26.9K
$4.76M
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-175- 6.72% |
$34.5K - $38.8K
|
2.43K
$430K
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-150- 10.2% |
$29.6K - $33.2K
|
1.32K
$234K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
117+ 2.16% |
$23.1K - $25.9K
|
5.53K
$980K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-36- 0.89% |
$7.09K - $7.98K
|
3.99K
$707K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.33K+ 9.58% |
$1.64M - $1.84M
|
95.3K
$16.9M
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.5KNew |
$3.84M - $4.32M
|
19.5K
$3.45M
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-125- 12.83% |
$24.6K - $27.7K
|
849
$150K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
957+ 224.65% |
$189K - $212K
|
1.38K
$245K
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-26- 0.22% |
$5.12K - $5.76K
|
11.8K
$2.08M
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.1KNew |
$216K - $243K
|
1.1K
$194K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
171+ 37.42% |
$33.7K - $37.9K
|
628
$111K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.3KNew |
$3.81M - $4.28M
|
19.3K
$3.43M
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
119KNew |
$23.5M - $26.4M
|
119K
$21.1M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.12KNew |
$220K - $247K
|
1.12K
$198K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17+ 0.7% |
$3.35K - $3.77K
|
2.44K
$432K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.41K- 71.5% |
$277K - $311K
|
560
$99.2K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-188- 14.49% |
$37K - $41.7K
|
1.11K
$196K
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
50KNew |
$9.85M - $11.1M
|
50K
$8.86M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-205- 3.4% |
$40.4K - $45.4K
|
5.82K
$1.03M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-63- 3.0% |
$12.4K - $14K
|
2.03K
$360K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-205- 3.4% |
$40.4K - $45.4K
|
5.82K
$1.03M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.44KNew |
$875K - $984K
|
4.44K
$787K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
45+ 3.42% |
$8.87K - $9.97K
|
1.36K
$241K
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-85- 7.7% |
$16.7K - $18.8K
|
1.02K
$181K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-80- 41.88% |
$15.8K - $17.7K
|
111
$19.7K
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.03KClosed |
$203K - $228K
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
20+ 2.0% |
$3.94K - $4.43K
|
1.02K
$181K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-270- 24.7% |
$53.2K - $59.8K
|
823
$146K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100+ 50.0% |
$19.7K - $22.2K
|
300
$53.1K
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-22- 1.99% |
$4.34K - $4.87K
|
1.08K
$192K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.01KNew |
$198K - $223K
|
1.01K
$178K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
160+ 7.35% |
$31.5K - $35.4K
|
2.34K
$414K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-481- 89.41% |
$94.8K - $107K
|
57
$10.1K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 57.14% |
$2.36K - $2.66K
|
33
$5.85K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-200- 13.64% |
$39.4K - $44.3K
|
1.27K
$224K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-509- 14.6% |
$99.4K - $111K
|
2.98K
$528K
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-17.8K- 43.85% |
$3.47M - $3.88M
|
22.7K
$4.03M
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-40- 1.3% |
$7.81K - $8.74K
|
3.04K
$539K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.3K- 83.76% |
$841K - $940K
|
834
$148K
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-450- 13.95% |
$87.9K - $98.3K
|
2.78K
$492K
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-125- 5.42% |
$24.4K - $27.3K
|
2.18K
$387K
|