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 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-15- 0.68% |
$2.93K - $3.28K
|
2.2K
$374K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-15- 0.27% |
$2.93K - $3.28K
|
5.48K
$931K
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-15- 1.1% |
$2.93K - $3.28K
|
1.35K
$229K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.27% |
$2.93K - $3.28K
|
5.54K
$942K
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-16- 0.08% |
$3.13K - $3.5K
|
19.1K
$3.26M
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16- 1.12% |
$3.13K - $3.5K
|
1.42K
$241K
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-16- 0.14% |
$3.13K - $3.5K
|
11.1K
$1.88M
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-16- 0.35% |
$3.13K - $3.5K
|
4.52K
$769K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-17- 1.47% |
$3.32K - $3.71K
|
1.14K
$193K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-17- 1.01% |
$3.32K - $3.71K
|
1.67K
$284K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-18- 0.87% |
$3.52K - $3.93K
|
2.04K
$347K
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-18- 0.45% |
$3.52K - $3.93K
|
4.02K
$684K
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-19- 0.49% |
$3.71K - $4.15K
|
3.84K
$653K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-19- 1.56% |
$3.71K - $4.15K
|
1.2K
$204K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-19- 1.13% |
$3.71K - $4.15K
|
1.67K
$284K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 7.2% |
$3.71K - $4.15K
|
245
$41.7K
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-20- 0.93% |
$3.91K - $4.37K
|
2.12K
$361K
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.56% |
$3.91K - $4.37K
|
3.57K
$607K
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-20- 0.12% |
$3.91K - $4.37K
|
16.5K
$2.81M
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-20- 0.84% |
$3.91K - $4.37K
|
2.35K
$400K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 0.77% |
$3.91K - $4.37K
|
2.56K
$436K
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-20- 1.0% |
$3.91K - $4.37K
|
1.98K
$336K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-20- 0.84% |
$3.91K - $4.37K
|
2.35K
$400K
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-20- 0.84% |
$3.91K - $4.37K
|
2.35K
$400K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-22- 1.03% |
$4.3K - $4.81K
|
2.11K
$359K
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-22- 0.57% |
$4.3K - $4.81K
|
3.87K
$658K
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-22- 0.09% |
$4.3K - $4.81K
|
23.5K
$4M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-22- 0.37% |
$4.3K - $4.81K
|
5.86K
$996K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-24- 0.36% |
$4.69K - $5.24K
|
6.72K
$1.14M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-25- 2.38% |
$4.88K - $5.46K
|
1.03K
$174K
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-25- 1.92% |
$4.88K - $5.46K
|
1.28K
$217K
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-25- 1.95% |
$4.88K - $5.46K
|
1.26K
$214K
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-26- 2.42% |
$5.08K - $5.68K
|
1.05K
$178K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-27- 17.09% |
$5.27K - $5.9K
|
131
$22.3K
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-28- 1.5% |
$5.47K - $6.12K
|
1.84K
$314K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 0.95% |
$5.67K - $6.34K
|
3.03K
$515K
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-29- 0.66% |
$5.67K - $6.34K
|
4.34K
$739K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-29- 0.62% |
$5.67K - $6.34K
|
4.65K
$791K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-29- 1.71% |
$5.67K - $6.34K
|
1.67K
$284K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-29- 0.8% |
$5.67K - $6.34K
|
3.59K
$610K
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-30- 0.92% |
$5.86K - $6.55K
|
3.24K
$551K
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-30- 1.67% |
$5.86K - $6.55K
|
1.77K
$301K
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.18% |
$5.86K - $6.55K
|
16.3K
$2.78M
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-30- 2.38% |
$5.86K - $6.55K
|
1.23K
$210K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 1.33% |
$5.86K - $6.55K
|
2.23K
$380K
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-30- 0.39% |
$5.86K - $6.55K
|
7.7K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30- 2.76% |
$5.86K - $6.55K
|
1.06K
$179K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-30- 0.73% |
$5.86K - $6.55K
|
4.07K
$692K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 7.79% |
$5.86K - $6.55K
|
355
$60.4K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-31- 1.0% |
$6.06K - $6.77K
|
3.07K
$522K
|