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 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
258+ 9.71% |
$46.4K - $65K
|
2.91K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
256+ 18.12% |
$46K - $64.5K
|
1.67K
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
254New |
$45.7K - $63.9K
|
254
$44.8K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
254+ 5.99% |
$45.7K - $63.9K
|
4.49K
$793K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
250+ 15.24% |
$45K - $62.9K
|
1.89K
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
247+ 4.16% |
$44.4K - $62.2K
|
6.18K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
245+ 0.38% |
$44.1K - $61.7K
|
65.6K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
244+ 3.94% |
$43.9K - $61.4K
|
6.44K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
244+ 55.45% |
$43.9K - $61.4K
|
684
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
242New |
$43.5K - $60.9K
|
242
$42.7K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
242+ 2.52% |
$43.5K - $60.9K
|
9.83K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
240+ 7.52% |
$43.2K - $60.4K
|
3.43K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
240+ 11.16% |
$43.2K - $60.4K
|
2.39K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
239+ 6.81% |
$43K - $60.2K
|
3.75K
$662K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
234+ 10.52% |
$42.1K - $58.9K
|
2.46K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
232+ 20.37% |
$41.7K - $58.4K
|
1.37K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
232+ 22.14% |
$41.7K - $58.4K
|
1.28K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
231+ 7.09% |
$41.5K - $58.2K
|
3.49K
$616K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
228+ 2.58% |
$41K - $57.4K
|
9.06K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
226+ 3.87% |
$40.6K - $56.9K
|
6.07K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
225+ 18.34% |
$40.5K - $56.6K
|
1.45K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
222+ 7.07% |
$39.9K - $55.9K
|
3.36K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
220+ 2.45% |
$39.6K - $55.4K
|
9.21K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
218+ 3.43% |
$39.2K - $54.9K
|
6.57K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
217+ 22.65% |
$39K - $54.6K
|
1.18K
$207K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
217+ 2.41% |
$39K - $54.6K
|
9.21K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
214+ 14.92% |
$38.5K - $53.9K
|
1.65K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
209+ 92.89% |
$37.6K - $52.6K
|
434
$76.6K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
209+ 8.8% |
$37.6K - $52.6K
|
2.58K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
202+ 22.44% |
$36.3K - $50.9K
|
1.1K
$195K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
200+ 15.7% |
$36K - $50.4K
|
1.47K
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
200+ 5.83% |
$36K - $50.4K
|
3.63K
$641K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
200New |
$36K - $50.4K
|
200
$35.3K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 12.84% |
$36K - $50.4K
|
1.76K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
198+ 2.28% |
$35.6K - $49.8K
|
8.89K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
198+ 1.1% |
$35.6K - $49.8K
|
18.2K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
197+ 2.54% |
$35.4K - $49.6K
|
7.95K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
196+ 21.05% |
$35.2K - $49.3K
|
1.13K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
195+ 14.14% |
$35.1K - $49.1K
|
1.57K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
190+ 4.05% |
$34.2K - $47.8K
|
4.89K
$862K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
190+ 0.6% |
$34.2K - $47.8K
|
31.7K
$5.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
188+ 5.35% |
$33.8K - $47.3K
|
3.7K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
187+ 26.71% |
$33.6K - $47.1K
|
887
$157K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
184New |
$33.1K - $46.3K
|
184
$32.5K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
180+ 10.81% |
$32.4K - $45.3K
|
1.85K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
177+ 3.73% |
$31.8K - $44.6K
|
4.92K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
177New |
$31.8K - $44.6K
|
177
$31.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
175+ 13.2% |
$31.5K - $44.1K
|
1.5K
$265K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
175+ 0.87% |
$31.5K - $44.1K
|
20.4K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
175+ 1.77% |
$31.5K - $44.1K
|
10.1K
$1.78M
|