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 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-703- 4.61% |
$137K - $154K
|
14.6K
$3.3M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-714- 0.88% |
$139K - $156K
|
80.4K
$18.2M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-714- 51.22% |
$139K - $156K
|
680
$154K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-728- 60.92% |
$142K - $159K
|
467
$106K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-735- 3.3% |
$144K - $161K
|
21.5K
$4.87M
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-749- 6.6% |
$146K - $164K
|
10.6K
$2.4M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-760- 0.71% |
$148K - $166K
|
106K
$24M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-769- 8.2% |
$150K - $168K
|
8.61K
$1.95M
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-774- 0.9% |
$151K - $169K
|
85.1K
$19.3M
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-784- 0.56% |
$153K - $171K
|
139K
$31.4M
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-784- 0.56% |
$153K - $171K
|
139K
$31.4M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-787- 2.96% |
$154K - $172K
|
25.8K
$5.85M
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-794- 16.25% |
$155K - $173K
|
4.09K
$927K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-802- 6.9% |
$157K - $175K
|
10.8K
$2.45M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-810- 0.93% |
$158K - $177K
|
86K
$19.5M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-813- 96.21% |
$159K - $178K
|
32
$7.25K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-820- 11.1% |
$160K - $179K
|
6.57K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-849- 14.33% |
$166K - $185K
|
5.08K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-859- 40.83% |
$168K - $188K
|
1.25K
$282K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-860- 9.19% |
$168K - $188K
|
8.5K
$1.92M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-867- 9.52% |
$169K - $189K
|
8.24K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-873- 35.82% |
$171K - $191K
|
1.56K
$354K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-877- 5.41% |
$171K - $192K
|
15.3K
$3.48M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-882- 1.14% |
$172K - $193K
|
76.6K
$17.3M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-885- 39.32% |
$173K - $193K
|
1.37K
$310K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-885- 26.1% |
$173K - $193K
|
2.51K
$568K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-888- 6.5% |
$173K - $194K
|
12.8K
$2.89M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-898- 4.53% |
$175K - $196K
|
18.9K
$4.29M
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 3.36% |
$176K - $197K
|
25.9K
$5.87M
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-900- 11.14% |
$176K - $197K
|
7.18K
$1.63M
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-914- 3.88% |
$179K - $200K
|
22.6K
$5.13M
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-925- 27.99% |
$181K - $202K
|
2.38K
$539K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-925- 23.91% |
$181K - $202K
|
2.94K
$667K
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-928- 2.94% |
$181K - $203K
|
30.6K
$6.94M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-948- 1.21% |
$185K - $207K
|
77.5K
$17.6M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-955- 39.01% |
$187K - $209K
|
1.49K
$338K
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-965- 5.89% |
$189K - $211K
|
15.4K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-965- 37.58% |
$189K - $211K
|
1.6K
$363K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-966- 5.78% |
$189K - $211K
|
15.8K
$3.57M
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-979- 1.07% |
$191K - $214K
|
90.7K
$20.5M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-981- 12.42% |
$192K - $214K
|
6.92K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-994- 11.07% |
$194K - $217K
|
7.98K
$1.81M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-998- 2.41% |
$195K - $218K
|
40.3K
$9.14M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.01K- 26.32% |
$196K - $220K
|
2.81K
$637K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.01K- 0.66% |
$197K - $221K
|
152K
$34.4M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.01K- 6.84% |
$198K - $221K
|
13.8K
$3.12M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.03K- 16.0% |
$202K - $226K
|
5.42K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.04K- 43.66% |
$204K - $228K
|
1.35K
$305K
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.07K- 36.66% |
$210K - $235K
|
1.86K
$421K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.08K- 10.96% |
$212K - $237K
|
8.81K
$2M
|