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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
175+ 9.02% |
$31.5K - $44.1K
|
2.12K
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
173+ 1.31% |
$31.1K - $43.6K
|
13.3K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
171+ 15.63% |
$30.8K - $43.1K
|
1.27K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
169+ 7.82% |
$30.4K - $42.5K
|
2.33K
$416K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
167+ 2.16% |
$30K - $42K
|
7.9K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
165+ 12.61% |
$29.7K - $41.5K
|
1.47K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
161+ 2.29% |
$29K - $40.5K
|
7.2K
$1.29M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
161+ 7.26% |
$29K - $40.5K
|
2.38K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
160+ 1.67% |
$28.8K - $40.3K
|
9.74K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
158+ 451.43% |
$28.4K - $39.8K
|
193
$34.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
156+ 6.84% |
$28.1K - $39.3K
|
2.44K
$435K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
155+ 3.6% |
$27.9K - $39K
|
4.46K
$796K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
155+ 1.64% |
$27.9K - $39K
|
9.63K
$1.72M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
154+ 2.75% |
$27.7K - $38.8K
|
5.74K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
154+ 15.56% |
$27.7K - $38.8K
|
1.14K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
154+ 7.83% |
$27.7K - $38.8K
|
2.12K
$379K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
152+ 14.45% |
$27.3K - $38.3K
|
1.2K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
152+ 1.8% |
$27.3K - $38.3K
|
8.58K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
152+ 4.92% |
$27.3K - $38.3K
|
3.24K
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
150+ 8.06% |
$27K - $37.8K
|
2.01K
$359K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150+ 1.33% |
$27K - $37.8K
|
11.4K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
148+ 7.54% |
$26.6K - $37.3K
|
2.11K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
146+ 0.6% |
$26.3K - $36.8K
|
24.4K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
146+ 4.6% |
$26.3K - $36.8K
|
3.32K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
144+ 0.44% |
$25.9K - $36.3K
|
32.7K
$5.84M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 15.16% |
$25.7K - $36K
|
1.09K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
139+ 12.31% |
$25K - $35K
|
1.27K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
138+ 37.5% |
$24.8K - $34.7K
|
506
$90.3K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
136+ 4.05% |
$24.5K - $34.2K
|
3.5K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
135+ 52.73% |
$24.3K - $34K
|
391
$69.8K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
135+ 6.11% |
$24.3K - $34K
|
2.34K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
133+ 4.41% |
$23.9K - $33.5K
|
3.15K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
132+ 2.45% |
$23.7K - $33.2K
|
5.51K
$984K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
130+ 6.21% |
$23.4K - $32.7K
|
2.22K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 2.64% |
$23.2K - $32.5K
|
5.02K
$896K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
126+ 11.76% |
$22.7K - $31.7K
|
1.2K
$214K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
122+ 52.14% |
$21.9K - $30.7K
|
356
$63.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
120+ 2.05% |
$21.6K - $30.2K
|
5.98K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
119+ 5.27% |
$21.4K - $30K
|
2.38K
$424K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
118+ 0.89% |
$21.2K - $29.7K
|
13.3K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
116+ 5.94% |
$20.9K - $29.2K
|
2.07K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
116+ 5.83% |
$20.9K - $29.2K
|
2.11K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
115+ 46.0% |
$20.7K - $29K
|
365
$65.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
114+ 2.96% |
$20.5K - $28.7K
|
3.96K
$707K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
114+ 2.24% |
$20.5K - $28.7K
|
5.2K
$928K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
112+ 9.05% |
$20.1K - $28.2K
|
1.35K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
112+ 1.25% |
$20.1K - $28.2K
|
9.07K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
111+ 2.99% |
$20K - $27.9K
|
3.82K
$682K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
111+ 88.8% |
$20K - $27.9K
|
236
$42.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
110+ 14.21% |
$19.8K - $27.7K
|
884
$158K
|