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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-840- 31.32% |
$160K - $201K
|
1.84K
$422K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
45New |
$8.57K - $10.7K
|
45
$10.3K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 5.06% |
$13.7K - $17.2K
|
1.5K
$343K
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-136- 32.0% |
$25.9K - $32.5K
|
289
$66.3K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
24New |
$4.57K - $5.73K
|
24
$5.5K
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
235KNew |
$44.8M - $56.1M
|
235K
$53.9M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
251+ 10.24% |
$47.8K - $60K
|
2.7K
$620K
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.68KNew |
$320K - $402K
|
1.68K
$386K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17- 0.04% |
$3.24K - $4.06K
|
39.9K
$9.14M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.52K- 78.96% |
$1.81M - $2.27M
|
2.54K
$582K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
620+ 2.35% |
$118K - $148K
|
27K
$6.18M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 1.52% |
$5.71K - $7.17K
|
1.95K
$446K
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.5KNew |
$667K - $836K
|
3.5K
$803K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-68- 1.25% |
$12.9K - $16.2K
|
5.36K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24- 7.84% |
$4.57K - $5.73K
|
282
$64.7K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
317New |
$60.4K - $75.7K
|
317
$72.7K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-10- 0.1% |
$1.9K - $2.39K
|
10K
$2.3M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-5- 0.24% |
$952 - $1.19K
|
2.04K
$469K
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-150- 12.05% |
$28.6K - $35.8K
|
1.1K
$251K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-2- 1.82% |
$381 - $478
|
108
$24.8K
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-65- 2.27% |
$12.4K - $15.5K
|
2.8K
$641K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-333- 4.9% |
$63.4K - $79.5K
|
6.47K
$1.48M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
4+ 0.31% |
$762 - $955
|
1.27K
$292K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1.9K+ 190.0% |
$362K - $454K
|
2.9K
$665K
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7+ 0.61% |
$1.33K - $1.67K
|
1.16K
$266K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 5.06% |
$1.52K - $1.91K
|
150
$34.4K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-125- 5.07% |
$23.8K - $29.9K
|
2.34K
$537K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
13.1K+ 21.09% |
$2.49M - $3.12M
|
75.1K
$17.2M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 7.49% |
$19K - $23.9K
|
1.24K
$283K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-100- 7.3% |
$19K - $23.9K
|
1.27K
$291K
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.03KNew |
$576K - $723K
|
3.03K
$694K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
63New |
$12K - $15K
|
63
$14.4K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$19K - $23.9K
|
100
$22.9K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.98KNew |
$1.14M - $1.43M
|
5.98K
$1.37M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-20- 0.49% |
$3.81K - $4.78K
|
4.04K
$926K
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-678- 3.38% |
$129K - $162K
|
19.4K
$4.44M
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
28.1KNew |
$5.36M - $6.72M
|
28.1K
$6.45M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
98+ 3.02% |
$18.7K - $23.4K
|
3.34K
$766K
|
|
Q2 2023 | |||||||
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.02KNew |
$202K - $227K
|
1.02K
$235K
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
225New |
$44.3K - $49.9K
|
225
$51.6K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.14KNew |
$224K - $251K
|
1.14K
$260K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$312K - $350K
|
1.58K
$363K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
PUT |
3.8KNew |
$749K - $842K
|
3.8K
$871K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20K- 35.14% |
$3.95M - $4.44M
|
37K
$8.48M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.4K- 94.19% |
$7.96M - $8.95M
|
2.49K
$571K
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.4KNew |
$277K - $311K
|
1.4K
$322K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
282New |
$55.6K - $62.5K
|
282
$64.7K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 100.0% |
$4.14K - $4.65K
|
42
$9.63K
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-11- 0.68% |
$2.17K - $2.44K
|
1.6K
$366K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-52K- 50.72% |
$10.3M - $11.5M
|
50.6K
$11.6M
|