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 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1K- 21.2% |
$180K - $252K
|
3.72K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-1K- 7.71% |
$180K - $252K
|
12K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.02K- 35.1% |
$184K - $257K
|
1.89K
$428K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.02KClosed |
$184K - $258K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.03K- 22.15% |
$184K - $258K
|
3.6K
$816K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.04K- 9.96% |
$186K - $261K
|
9.37K
$2.12M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.04K- 4.01% |
$187K - $262K
|
24.9K
$5.65M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.05K- 39.05% |
$189K - $264K
|
1.64K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.06K- 5.03% |
$190K - $267K
|
20K
$4.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.08K- 23.16% |
$195K - $273K
|
3.59K
$814K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.09K- 15.87% |
$196K - $274K
|
5.77K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.1K- 24.54% |
$198K - $277K
|
3.38K
$766K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.11K- 17.78% |
$200K - $280K
|
5.14K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.11K- 3.27% |
$200K - $280K
|
32.9K
$7.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.12K- 45.3% |
$201K - $281K
|
1.35K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 7.5% |
$201K - $282K
|
13.8K
$3.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.13K- 19.12% |
$202K - $283K
|
4.76K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.15K- 9.07% |
$208K - $291K
|
11.6K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.16K- 39.58% |
$209K - $293K
|
1.77K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.19K- 0.17% |
$215K - $301K
|
688K
$156M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.2K- 11.72% |
$215K - $301K
|
9.01K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.2KClosed |
$215K - $301K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-1.2K- 24.23% |
$216K - $302K
|
3.75K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.21K- 34.59% |
$217K - $303K
|
2.28K
$516K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.21K- 30.26% |
$217K - $304K
|
2.78K
$630K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 13.04% |
$217K - $304K
|
8.05K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.21K- 33.19% |
$218K - $305K
|
2.44K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.23KClosed |
$221K - $309K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.23K- 26.15% |
$221K - $310K
|
3.47K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.23K- 33.84% |
$222K - $310K
|
2.41K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.24K- 19.39% |
$223K - $312K
|
5.15K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.25K- 31.79% |
$225K - $315K
|
2.69K
$609K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.26K- 3.29% |
$227K - $317K
|
37.1K
$8.4M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.26K- 1.2% |
$227K - $317K
|
103K
$23.4M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.31% |
$233K - $326K
|
54.8K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.3K- 51.5% |
$234K - $328K
|
1.23K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.3K- 44.39% |
$234K - $328K
|
1.63K
$370K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.32K- 28.99% |
$238K - $333K
|
3.24K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.33K- 6.58% |
$240K - $336K
|
18.9K
$4.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.35K- 12.27% |
$242K - $339K
|
9.62K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.35K- 7.95% |
$243K - $340K
|
15.6K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.38K- 7.98% |
$248K - $347K
|
15.9K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.39K- 25.5% |
$249K - $349K
|
4.05K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.39K- 11.54% |
$250K - $350K
|
10.7K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 25.12% |
$252K - $353K
|
4.19K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.41K- 99.93% |
$254K - $356K
|
1
$227
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.26% |
$256K - $358K
|
10.2K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.43K- 29.16% |
$256K - $359K
|
3.46K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.43K- 1.98% |
$256K - $359K
|
70.6K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.46K- 1.87% |
$263K - $369K
|
76.7K
$17.4M
|