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 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
704+ 2.93% |
$127K - $177K
|
24.8K
$4.42M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
698+ 13.92% |
$126K - $176K
|
5.71K
$1.02M
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
697New |
$125K - $175K
|
697
$124K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
689+ 5.78% |
$124K - $173K
|
12.6K
$2.25M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
689+ 14.66% |
$124K - $173K
|
5.39K
$962K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
675+ 2.24% |
$121K - $170K
|
30.9K
$5.51M
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
660+ 11.26% |
$119K - $166K
|
6.52K
$1.16M
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
641+ 10.37% |
$115K - $161K
|
6.82K
$1.22M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
636+ 1.14% |
$114K - $160K
|
56.5K
$10.1M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
631+ 9.28% |
$113K - $159K
|
7.43K
$1.33M
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
626+ 13.17% |
$113K - $158K
|
5.38K
$960K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
625+ 2.38% |
$112K - $157K
|
26.9K
$4.8M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
614+ 32.73% |
$110K - $155K
|
2.49K
$444K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
611+ 21.56% |
$110K - $154K
|
3.45K
$615K
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
611+ 8.47% |
$110K - $154K
|
7.83K
$1.4M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
608New |
$109K - $153K
|
608
$109K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
601New |
$108K - $151K
|
601
$107K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
600New |
$108K - $151K
|
600
$107K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
600+ 75.0% |
$108K - $151K
|
1.4K
$250K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
598+ 3.01% |
$108K - $151K
|
20.5K
$3.65M
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
597+ 15.01% |
$107K - $150K
|
4.58K
$817K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
592+ 3.92% |
$106K - $149K
|
15.7K
$2.8M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
590+ 6.04% |
$106K - $149K
|
10.4K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
588+ 6.38% |
$106K - $148K
|
9.8K
$1.75M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
584+ 12.45% |
$105K - $147K
|
5.28K
$942K
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
BUY
|
- |
583+ 6.76% |
$105K - $147K
|
9.21K
$1.64M
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
567+ 48.92% |
$102K - $143K
|
1.73K
$308K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
567+ 14.94% |
$102K - $143K
|
4.36K
$778K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
563+ 17.79% |
$101K - $142K
|
3.73K
$665K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
562+ 2.54% |
$101K - $141K
|
22.7K
$4.06M
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
552+ 3.37% |
$99.3K - $139K
|
16.9K
$3.02M
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
540+ 4.09% |
$97.1K - $136K
|
13.7K
$2.45M
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
537+ 17.81% |
$96.6K - $135K
|
3.55K
$634K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
533+ 59.03% |
$95.9K - $134K
|
1.44K
$256K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
532+ 5.76% |
$95.7K - $134K
|
9.76K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
530+ 25.06% |
$95.3K - $133K
|
2.65K
$472K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
525+ 9.86% |
$94.4K - $132K
|
5.85K
$1.04M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
523+ 5.94% |
$94.1K - $132K
|
9.33K
$1.66M
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
516+ 2.88% |
$92.8K - $130K
|
18.4K
$3.29M
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
512+ 17.43% |
$92.1K - $129K
|
3.45K
$616K
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
510+ 38.87% |
$91.7K - $128K
|
1.82K
$325K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
500+ 25.83% |
$89.9K - $126K
|
2.44K
$435K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 23.81% |
$89.9K - $126K
|
2.6K
$464K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
491+ 8.51% |
$88.3K - $124K
|
6.26K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
491+ 13.31% |
$88.3K - $124K
|
4.18K
$746K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
490+ 7.67% |
$88.1K - $123K
|
6.88K
$1.23M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
487+ 6.95% |
$87.6K - $123K
|
7.49K
$1.34M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
480+ 3.72% |
$86.3K - $121K
|
13.4K
$2.39M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
478+ 13.33% |
$86K - $120K
|
4.07K
$726K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
475+ 9.45% |
$85.4K - $120K
|
5.5K
$982K
|