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 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-141- 3.24% |
$25.4K - $35.5K
|
4.21K
$742K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-150- 2.54% |
$27K - $37.8K
|
5.76K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-150- 1.4% |
$27K - $37.8K
|
10.6K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-150- 10.46% |
$27K - $37.8K
|
1.28K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-150- 0.42% |
$27K - $37.8K
|
35.6K
$6.28M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-150- 9.24% |
$27K - $37.8K
|
1.47K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-150- 3.72% |
$27K - $37.8K
|
3.89K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150- 30.49% |
$27K - $37.8K
|
342
$60.4K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-150- 6.22% |
$27K - $37.8K
|
2.26K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-151- 3.42% |
$27.2K - $38K
|
4.26K
$752K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-152- 35.35% |
$27.3K - $38.3K
|
278
$49.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-153- 1.03% |
$27.5K - $38.5K
|
14.7K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-153- 1.05% |
$27.5K - $38.5K
|
14.4K
$2.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-156- 8.24% |
$28.1K - $39.3K
|
1.74K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-157- 25.16% |
$28.2K - $39.5K
|
467
$82.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-158- 1.95% |
$28.4K - $39.8K
|
7.94K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-159- 1.83% |
$28.6K - $40K
|
8.54K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-159- 5.58% |
$28.6K - $40K
|
2.69K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-162- 2.97% |
$29.1K - $40.8K
|
5.28K
$933K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-164- 3.89% |
$29.5K - $41.3K
|
4.06K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-164- 7.69% |
$29.5K - $41.3K
|
1.97K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-165- 8.43% |
$29.7K - $41.5K
|
1.79K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-165- 13.8% |
$29.7K - $41.5K
|
1.03K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-167- 51.07% |
$30K - $42K
|
160
$28.2K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-170- 8.83% |
$30.6K - $42.8K
|
1.76K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-170- 4.38% |
$30.6K - $42.8K
|
3.71K
$655K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-172- 12.86% |
$30.9K - $43.3K
|
1.17K
$206K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-172- 5.7% |
$30.9K - $43.3K
|
2.85K
$503K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-173- 3.14% |
$31.1K - $43.6K
|
5.34K
$943K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-174- 25.7% |
$31.3K - $43.8K
|
503
$88.8K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-175- 1.84% |
$31.5K - $44.1K
|
9.35K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-176- 11.59% |
$31.7K - $44.3K
|
1.34K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-178- 5.68% |
$32K - $44.8K
|
2.96K
$522K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-179- 94.21% |
$32.2K - $45.1K
|
11
$1.94K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-179- 1.91% |
$32.2K - $45.1K
|
9.19K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-183- 5.23% |
$32.9K - $46.1K
|
3.32K
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-183- 2.21% |
$32.9K - $46.1K
|
8.1K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-184- 4.56% |
$33.1K - $46.3K
|
3.85K
$679K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-185- 13.82% |
$33.3K - $46.6K
|
1.15K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-185- 23.87% |
$33.3K - $46.6K
|
590
$104K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-187- 11.21% |
$33.6K - $47.1K
|
1.48K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-188- 14.8% |
$33.8K - $47.3K
|
1.08K
$191K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-188- 4.84% |
$33.8K - $47.3K
|
3.7K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-189- 8.74% |
$34K - $47.6K
|
1.97K
$348K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-190- 14.26% |
$34.2K - $47.8K
|
1.14K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-190- 2.02% |
$34.2K - $47.8K
|
9.22K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-191- 0.99% |
$34.3K - $48.1K
|
19K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-192- 7.29% |
$34.5K - $48.3K
|
2.44K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-192- 2.7% |
$34.5K - $48.3K
|
6.93K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-193- 7.74% |
$34.7K - $48.6K
|
2.3K
$406K
|