Institutional Ownership Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA). We have compiled data on the 2,263 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
10,175
shares
|
$1.84 Million
2.85% of portfolio
|
Q4 2023
Reduced 4.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
10,159
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
10,125
shares
|
$1.83 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
10,073
shares
|
$1.82 Million
0.32% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
10,038
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2021
Reduced 2.97%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,036
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,032
shares
|
$1.81 Million
0.18% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,029
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Added 28.31%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,012
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,010
shares
|
$1.81 Million
1.11% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Canal Insurance CO
|
Oct 30, 2024 Q3 2024 |
10,000
shares
|
$1.81 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,949
shares
|
$1.8 Million
0.87% of portfolio
|
Q1 2024
Reduced 6.13%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
9,941
shares
|
$1.8 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,912
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2024
Reduced 17.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,902
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
9,888
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,845
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
9,773
shares
|
$1.77 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,734
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,708
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
9,676
shares
|
$1.75 Million
1.3% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
9,583
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
9,538
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
9,477
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2024
Added 17.19%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
9,425
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
Added 10.64%
|