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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66+ 3.28% |
$12.9K - $14.4K
|
2.08K
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
65New |
$12.7K - $14.2K
|
65
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
64+ 1.24% |
$12.5K - $14K
|
5.22K
$887K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
63+ 4.96% |
$12.3K - $13.8K
|
1.33K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
62+ 3.46% |
$12.1K - $13.5K
|
1.85K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
62+ 0.91% |
$12.1K - $13.5K
|
6.87K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
61+ 3.72% |
$11.9K - $13.3K
|
1.7K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
60+ 0.71% |
$11.7K - $13.1K
|
8.48K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
60New |
$11.7K - $13.1K
|
60
$10.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
60+ 4.78% |
$11.7K - $13.1K
|
1.32K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
60+ 3.03% |
$11.7K - $13.1K
|
2.04K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
60+ 2.39% |
$11.7K - $13.1K
|
2.57K
$437K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
60New |
$11.7K - $13.1K
|
60
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
59+ 0.69% |
$11.5K - $12.9K
|
8.61K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
58+ 0.55% |
$11.3K - $12.7K
|
10.5K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
57+ 2.39% |
$11.1K - $12.5K
|
2.44K
$415K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
56+ 3.55% |
$10.9K - $12.2K
|
1.64K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56+ 0.28% |
$10.9K - $12.2K
|
20.1K
$3.41M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
56+ 0.96% |
$10.9K - $12.2K
|
5.87K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
55+ 4.45% |
$10.7K - $12K
|
1.29K
$219K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
54+ 24.0% |
$10.5K - $11.8K
|
279
$47.4K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
54+ 0.52% |
$10.5K - $11.8K
|
10.4K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
53+ 2.83% |
$10.4K - $11.6K
|
1.92K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
53+ 3.14% |
$10.4K - $11.6K
|
1.74K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
52+ 4.85% |
$10.2K - $11.4K
|
1.13K
$191K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
51+ 2.93% |
$9.96K - $11.1K
|
1.79K
$304K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
51+ 1.18% |
$9.96K - $11.1K
|
4.37K
$743K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
50+ 0.87% |
$9.77K - $10.9K
|
5.77K
$982K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
50+ 3.43% |
$9.77K - $10.9K
|
1.51K
$256K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$9.77K - $10.9K
|
50
$8.5K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
50+ 0.7% |
$9.77K - $10.9K
|
7.17K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
50+ 3.85% |
$9.77K - $10.9K
|
1.35K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$9.77K - $10.9K
|
50
$8.5K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 48.54% |
$9.77K - $10.9K
|
153
$26K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
48+ 3.22% |
$9.38K - $10.5K
|
1.54K
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 1.61% |
$9.38K - $10.5K
|
3.04K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
48+ 1.0% |
$9.38K - $10.5K
|
4.85K
$824K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
47+ 0.54% |
$9.18K - $10.3K
|
8.82K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 2.71% |
$9.18K - $10.3K
|
1.78K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
47+ 2.02% |
$9.18K - $10.3K
|
2.38K
$404K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
47+ 0.44% |
$9.18K - $10.3K
|
10.8K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
47+ 12.37% |
$9.18K - $10.3K
|
427
$72.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46+ 3.76% |
$8.99K - $10K
|
1.27K
$216K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
45+ 1.91% |
$8.79K - $9.83K
|
2.4K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45+ 1.32% |
$8.79K - $9.83K
|
3.46K
$589K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
45+ 1.73% |
$8.79K - $9.83K
|
2.64K
$449K
|
|
|
May 04, 2023
Q1 2023
|
Mad River Investors
|
BUY
|
- |
45+ 0.88% |
$8.79K - $9.83K
|
5.16K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
44+ 3.83% |
$8.6K - $9.61K
|
1.19K
$203K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 2.21% |
$8.4K - $9.39K
|
1.99K
$339K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
42+ 0.46% |
$8.2K - $9.17K
|
9.1K
$1.55M
|