Purchases and Sales Made in Q1 2024 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q1 2024. 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 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
954+ 49.46% |
$172K - $240K
|
2.88K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
942+ 1.7% |
$169K - $237K
|
56.3K
$10M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
934+ 42.55% |
$168K - $235K
|
3.13K
$559K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
929+ 18.18% |
$167K - $234K
|
6.04K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
926+ 5.33% |
$167K - $233K
|
18.3K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
925+ 74.96% |
$166K - $233K
|
2.16K
$385K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
921+ 41.56% |
$166K - $232K
|
3.14K
$560K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
920+ 17.51% |
$165K - $232K
|
6.17K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
918+ 12.07% |
$165K - $231K
|
8.52K
$1.52M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
910+ 53.53% |
$164K - $229K
|
2.61K
$466K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
902+ 6.44% |
$162K - $227K
|
14.9K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
879+ 11.98% |
$158K - $221K
|
8.22K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
871+ 0.37% |
$157K - $219K
|
235K
$41.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
870+ 39.0% |
$156K - $219K
|
3.1K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
870+ 1.96% |
$156K - $219K
|
45.2K
$8.06M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
862+ 38.83% |
$155K - $217K
|
3.08K
$550K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
847+ 3.69% |
$152K - $213K
|
23.8K
$4.25M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
847+ 9.12% |
$152K - $213K
|
10.1K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
831+ 12.98% |
$149K - $209K
|
7.24K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
828+ 11.64% |
$149K - $208K
|
7.94K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
826+ 175.74% |
$149K - $208K
|
1.3K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
825+ 4.27% |
$148K - $208K
|
20.2K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
825+ 77.39% |
$148K - $208K
|
1.89K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
821+ 25.85% |
$148K - $207K
|
4K
$713K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
806+ 0.67% |
$145K - $203K
|
122K
$21.7M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
805+ 1.31% |
$145K - $203K
|
62.2K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
805+ 8.37% |
$145K - $203K
|
10.4K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
804+ 26.01% |
$145K - $202K
|
3.9K
$695K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
803+ 3.1% |
$144K - $202K
|
26.7K
$4.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
800+ 45.85% |
$144K - $201K
|
2.55K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
792+ 22.37% |
$142K - $199K
|
4.33K
$773K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
790+ 35.03% |
$142K - $199K
|
3.05K
$544K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
784+ 6.57% |
$141K - $197K
|
12.7K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
781+ 7.58% |
$140K - $197K
|
11.1K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
775+ 2.44% |
$139K - $195K
|
32.6K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
774+ 3.53% |
$139K - $195K
|
22.7K
$4.06M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
772+ 40.82% |
$139K - $194K
|
2.66K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
769+ 5.48% |
$138K - $194K
|
14.8K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
761New |
$137K - $192K
|
761
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
759+ 76.36% |
$136K - $191K
|
1.75K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
755+ 5.7% |
$136K - $190K
|
14K
$2.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
751+ 7.76% |
$135K - $189K
|
10.4K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
740+ 5.35% |
$133K - $186K
|
14.6K
$2.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
739+ 6.17% |
$133K - $186K
|
12.7K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
737+ 21.39% |
$133K - $186K
|
4.18K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
727+ 2.58% |
$131K - $183K
|
28.9K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
725+ 1.01% |
$130K - $183K
|
72.6K
$13M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
723+ 449.07% |
$130K - $182K
|
884
$158K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
719+ 8.19% |
$129K - $181K
|
9.5K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
710+ 35.45% |
$128K - $179K
|
2.71K
$484K
|