Purchases and Sales Made in Q1 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
213+ 18.36% |
$41.6K - $46.5K
|
1.37K
$233K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
213+ 14.95% |
$41.6K - $46.5K
|
1.64K
$279K
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
212+ 1009.52% |
$41.4K - $46.3K
|
233
$39.6K
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
210+ 19.37% |
$41K - $45.9K
|
1.29K
$220K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
208+ 9.34% |
$40.6K - $45.4K
|
2.44K
$414K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
207+ 9.07% |
$40.4K - $45.2K
|
2.49K
$423K
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
206+ 10.91% |
$40.2K - $45K
|
2.1K
$356K
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
205+ 6.87% |
$40K - $44.8K
|
3.19K
$542K
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
205+ 3.82% |
$40K - $44.8K
|
5.58K
$948K
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
204+ 3.48% |
$39.9K - $44.6K
|
6.07K
$1.03M
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
203+ 35.61% |
$39.7K - $44.3K
|
773
$131K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
200+ 15.94% |
$39.1K - $43.7K
|
1.46K
$247K
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 12.57% |
$39.1K - $43.7K
|
1.79K
$305K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
200New |
$39.1K - $43.7K
|
200
$34K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
200+ 58.14% |
$39.1K - $43.7K
|
544
$92.5K
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
200+ 3.4% |
$39.1K - $43.7K
|
6.09K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
200+ 5.1% |
$39.1K - $43.7K
|
4.12K
$700K
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
200+ 28.29% |
$39.1K - $43.7K
|
907
$154K
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
198+ 5.23% |
$38.7K - $43.3K
|
3.99K
$678K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
197+ 5.29% |
$38.5K - $43K
|
3.92K
$667K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
197+ 12.4% |
$38.5K - $43K
|
1.79K
$304K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
196+ 0.29% |
$38.3K - $42.8K
|
67K
$11.4M
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
195+ 39.71% |
$38.1K - $42.6K
|
686
$117K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
193+ 1.01% |
$37.7K - $42.2K
|
19.3K
$3.28M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
190+ 3.92% |
$37.1K - $41.5K
|
5.04K
$856K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
190+ 2.41% |
$37.1K - $41.5K
|
8.07K
$1.37M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
186+ 131.91% |
$36.3K - $40.6K
|
327
$55.6K
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
185+ 1.35% |
$36.1K - $40.4K
|
13.9K
$2.37M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
184+ 13.37% |
$35.9K - $40.2K
|
1.56K
$265K
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
184+ 8.45% |
$35.9K - $40.2K
|
2.36K
$402K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
183+ 16.53% |
$35.7K - $40K
|
1.29K
$219K
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
181+ 4.86% |
$35.4K - $39.5K
|
3.91K
$665K
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
179+ 8.79% |
$35K - $39.1K
|
2.22K
$377K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
177+ 3.87% |
$34.6K - $38.7K
|
4.75K
$808K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
172+ 5.0% |
$33.6K - $37.6K
|
3.61K
$614K
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
170+ 0.24% |
$33.2K - $37.1K
|
71.8K
$12.2M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
167+ 4.69% |
$32.6K - $36.5K
|
3.73K
$633K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
166New |
$32.4K - $36.3K
|
166
$28.2K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 1.06% |
$32.2K - $36K
|
15.8K
$2.68M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
163+ 2.97% |
$31.8K - $35.6K
|
5.66K
$963K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
163+ 1.49% |
$31.8K - $35.6K
|
11.1K
$1.89M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
161+ 1.25% |
$31.5K - $35.2K
|
13K
$2.21M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
160+ 195.12% |
$31.3K - $35K
|
242
$41.2K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
160+ 10.23% |
$31.3K - $35K
|
1.72K
$293K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
160+ 32.85% |
$31.3K - $35K
|
647
$110K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
158+ 1.9% |
$30.9K - $34.5K
|
8.47K
$1.44M
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
157+ 1.63% |
$30.7K - $34.3K
|
9.81K
$1.67M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
155+ 2.02% |
$30.3K - $33.9K
|
7.83K
$1.33M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
153+ 0.0% |
$29.9K - $33.4K
|
46.8M
$7.96B
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
151+ 1.33% |
$29.5K - $33K
|
11.5K
$1.96M
|