Purchases and Sales Made in Q1 2025 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q1 2025. 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 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1+ 0.02% |
$148 - $186
|
5.5K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.01% |
$148 - $186
|
8.84K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1+ 0.03% |
$148 - $186
|
3.46K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.03% |
$148 - $186
|
3.7K
$839K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$148 - $186
|
7.69K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$148 - $186
|
8.74K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-2- 0.05% |
$296 - $373
|
3.75K
$849K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 8.7% |
$296 - $373
|
21
$4.76K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.1% |
$296 - $373
|
2.03K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2- 0.09% |
$296 - $373
|
2.23K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.1% |
$296 - $373
|
2.01K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2- 0.03% |
$296 - $373
|
6.66K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.07% |
$296 - $373
|
3.04K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-3- 0.19% |
$444 - $559
|
1.55K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 1.68% |
$444 - $559
|
176
$39.9K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.06% |
$444 - $559
|
5.44K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4- 0.31% |
$593 - $745
|
1.27K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 21.05% |
$593 - $745
|
15
$3.4K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4- 0.15% |
$593 - $745
|
2.6K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5- 2.69% |
$741 - $931
|
181
$41K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-5- 0.15% |
$741 - $931
|
3.39K
$768K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5- 0.3% |
$741 - $931
|
1.66K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-5- 0.28% |
$741 - $931
|
1.78K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-5- 0.28% |
$741 - $931
|
1.8K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5- 0.41% |
$741 - $931
|
1.22K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-5- 0.05% |
$741 - $931
|
9.83K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.45% |
$889 - $1.12K
|
1.32K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.98% |
$889 - $1.12K
|
605
$137K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 2.29% |
$889 - $1.12K
|
256
$58K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6- 0.1% |
$889 - $1.12K
|
6.28K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-7- 0.14% |
$1.04K - $1.3K
|
5.07K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 2.0% |
$1.33K - $1.68K
|
441
$99.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.17% |
$1.33K - $1.68K
|
5.38K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.71% |
$1.33K - $1.68K
|
1.27K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-9- 0.66% |
$1.33K - $1.68K
|
1.36K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 1.4% |
$1.48K - $1.86K
|
705
$160K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-10- 0.81% |
$1.48K - $1.86K
|
1.23K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-10- 0.34% |
$1.48K - $1.86K
|
2.9K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.21% |
$1.48K - $1.86K
|
4.66K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10- 0.79% |
$1.48K - $1.86K
|
1.25K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 66.67% |
$1.48K - $1.86K
|
5
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-10- 40.0% |
$1.48K - $1.86K
|
15
$3.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-11- 0.13% |
$1.63K - $2.05K
|
8.6K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-11- 0.58% |
$1.63K - $2.05K
|
1.88K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-11- 68.75% |
$1.63K - $2.05K
|
5
$1.13K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11- 0.53% |
$1.63K - $2.05K
|
2.05K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-12- 0.72% |
$1.78K - $2.24K
|
1.65K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 0.69% |
$1.78K - $2.24K
|
1.73K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-12- 0.81% |
$1.78K - $2.24K
|
1.47K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-12- 0.8% |
$1.78K - $2.24K
|
1.48K
$336K
|