Purchases and Sales Made in Q1 2022 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q1 2022. The information is specifically focused on institutions that hold shares of BOEING CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.16% |
$1.02K - $1.36K
|
3.67K
$666K
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.27% |
$1.02K - $1.36K
|
2.22K
$402K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.15% |
$846 - $1.13K
|
3.37K
$612K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 3.62% |
$846 - $1.13K
|
143
$26K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
5+ 0.25% |
$846 - $1.13K
|
2.01K
$364K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 2.5% |
$846 - $1.13K
|
205
$37.2K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.4% |
$846 - $1.13K
|
1.26K
$228K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.47% |
$846 - $1.13K
|
1.07K
$194K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
4+ 0.25% |
$677 - $904
|
1.59K
$288K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$677 - $904
|
1.13K
$205K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$677 - $904
|
2.09K
$379K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.27% |
$677 - $904
|
1.47K
$267K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$508 - $678
|
7.16K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 50.0% |
$508 - $678
|
9
$1.63K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.09% |
$338 - $452
|
2.24K
$406K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.09% |
$338 - $452
|
2.14K
$388K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$338 - $452
|
3.82K
$693K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1New |
$169 - $226
|
1
$181
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$169 - $226
|
1.66K
$301K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.11% |
$169 - $226
|
873
$158K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $226
|
1.27K
$231K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.13% |
$169 - $226
|
756
$137K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $226
|
1.23K
$224K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.71% |
$169 - $226
|
142
$25.8K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$169 - $226
|
1.61K
$291K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$169 - $226
|
1.38K
$250K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$169 - $226
|
1.37K
$248K
|
|
|
Apr 19, 2022
Q1 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 2.78% |
$169 - $226
|
35
$6.35K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 8.33% |
$169 - $226
|
11
$2K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1- 0.09% |
$169 - $226
|
1.15K
$208K
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$169 - $226
|
1.2K
$218K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2- 0.12% |
$338 - $452
|
1.67K
$303K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 1.56% |
$338 - $452
|
126
$22.9K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$338 - $452
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- -0.0% |
$338 - $452
|
54.2K
$9.84M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.07% |
$338 - $452
|
2.68K
$487K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 8.0% |
$677 - $904
|
46
$8.35K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-4- 0.05% |
$677 - $904
|
7.61K
$1.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5- 0.43% |
$846 - $1.13K
|
1.15K
$209K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-5- 0.41% |
$846 - $1.13K
|
1.2K
$218K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.09% |
$846 - $1.13K
|
5.32K
$965K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-6- 0.12% |
$1.02K - $1.36K
|
5.1K
$925K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6- 0.52% |
$1.02K - $1.36K
|
1.15K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-6- 0.28% |
$1.02K - $1.36K
|
2.1K
$382K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-6- 0.06% |
$1.02K - $1.36K
|
9.71K
$1.76M
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-7- 0.36% |
$1.18K - $1.58K
|
1.93K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7- 0.44% |
$1.18K - $1.58K
|
1.57K
$284K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.18K - $1.58K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-7- 23.33% |
$1.18K - $1.58K
|
23
$4.17K
|