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 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.16K- 39.58% |
$209K - $293K
|
1.77K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.19K- 0.17% |
$215K - $301K
|
688K
$123M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.2K- 11.72% |
$215K - $301K
|
9.01K
$1.61M
|
|
|
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
$670K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.21K- 34.59% |
$217K - $303K
|
2.28K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.21K- 30.26% |
$217K - $304K
|
2.78K
$496K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 13.04% |
$217K - $304K
|
8.05K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.21K- 33.19% |
$218K - $305K
|
2.44K
$436K
|
|
|
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
$620K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.23K- 33.84% |
$222K - $310K
|
2.41K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.24K- 19.39% |
$223K - $312K
|
5.15K
$919K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.25K- 31.79% |
$225K - $315K
|
2.69K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.26K- 3.29% |
$227K - $317K
|
37.1K
$6.61M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.26K- 1.2% |
$227K - $317K
|
103K
$18.5M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.31% |
$233K - $326K
|
54.8K
$9.79M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.3K- 51.5% |
$234K - $328K
|
1.23K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.3K- 44.39% |
$234K - $328K
|
1.63K
$291K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.32K- 28.99% |
$238K - $333K
|
3.24K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.33K- 6.58% |
$240K - $336K
|
18.9K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.35K- 12.27% |
$242K - $339K
|
9.62K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.35K- 7.95% |
$243K - $340K
|
15.6K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.38K- 7.98% |
$248K - $347K
|
15.9K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.39K- 25.5% |
$249K - $349K
|
4.05K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.39K- 11.54% |
$250K - $350K
|
10.7K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 25.12% |
$252K - $353K
|
4.19K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.41K- 99.93% |
$254K - $356K
|
1
$179
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.26% |
$256K - $358K
|
10.2K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.43K- 29.16% |
$256K - $359K
|
3.46K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.43K- 1.98% |
$256K - $359K
|
70.6K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.46K- 1.87% |
$263K - $369K
|
76.7K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.5K- 9.94% |
$270K - $378K
|
13.6K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.51K- 13.5% |
$271K - $379K
|
9.64K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.53K- 7.18% |
$276K - $386K
|
19.8K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.54K- 46.64% |
$277K - $388K
|
1.76K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.54K- 25.63% |
$277K - $388K
|
4.48K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.55K- 2.91% |
$279K - $390K
|
51.8K
$9.24M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.55K- 7.45% |
$279K - $391K
|
19.3K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.56K- 0.58% |
$280K - $391K
|
269K
$48M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.57K- 39.74% |
$282K - $395K
|
2.38K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.59K- 3.51% |
$285K - $400K
|
43.6K
$7.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 34.85% |
$286K - $400K
|
2.97K
$531K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.61K- 23.04% |
$289K - $404K
|
5.36K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.61K- 23.99% |
$289K - $405K
|
5.09K
$909K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 23.91% |
$290K - $406K
|
5.13K
$915K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.63K- 37.76% |
$293K - $410K
|
2.69K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.67K- 50.97% |
$301K - $421K
|
1.61K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.68K- 59.32% |
$302K - $422K
|
1.15K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.97% |
$307K - $430K
|
55.9K
$9.98M
|