Purchases and Sales Made in Q2 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
514+ 36.71% |
$101K - $114K
|
1.91K
$356K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
510+ 18.86% |
$100K - $113K
|
3.21K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
504+ 30.69% |
$99.3K - $112K
|
2.15K
$400K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
500+ 8.85% |
$98.5K - $111K
|
6.15K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
500+ 13.01% |
$98.5K - $111K
|
4.34K
$809K
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
500+ 50.0% |
$98.5K - $111K
|
1.5K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
495+ 2.73% |
$97.5K - $110K
|
18.7K
$3.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
493+ 13.78% |
$97.1K - $109K
|
4.07K
$758K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
491+ 0.73% |
$96.8K - $109K
|
67.6K
$12.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
485New |
$95.6K - $107K
|
485
$90.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
480+ 21.26% |
$94.6K - $106K
|
2.74K
$510K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
474+ 0.52% |
$93.4K - $105K
|
91.1K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
473+ 4.59% |
$93.2K - $105K
|
10.8K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
470+ 1.82% |
$92.6K - $104K
|
26.3K
$4.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
469+ 5.86% |
$92.4K - $104K
|
8.47K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
466+ 2.44% |
$91.8K - $103K
|
19.5K
$3.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
463+ 12.42% |
$91.2K - $103K
|
4.19K
$781K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
462+ 2.34% |
$91K - $102K
|
20.2K
$3.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
462+ 1.64% |
$91K - $102K
|
28.6K
$5.33M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
460+ 14.95% |
$90.6K - $102K
|
3.54K
$659K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
454+ 15.73% |
$89.5K - $101K
|
3.34K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
453+ 4.64% |
$89.3K - $100K
|
10.2K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
452+ 0.23% |
$89.1K - $100K
|
199K
$37M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
440+ 37.29% |
$86.7K - $97.5K
|
1.62K
$302K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
439+ 8.0% |
$86.5K - $97.3K
|
5.93K
$1.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
435+ 2.78% |
$85.7K - $96.4K
|
16.1K
$2.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
434+ 5.68% |
$85.5K - $96.2K
|
8.07K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
430+ 1433.33% |
$84.7K - $95.3K
|
460
$85.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
426+ 0.69% |
$83.9K - $94.4K
|
62K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
422+ 7.52% |
$83.2K - $93.5K
|
6.03K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
421+ 3.9% |
$83K - $93.3K
|
11.2K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
417+ 5.41% |
$82.2K - $92.4K
|
8.12K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
413+ 0.51% |
$81.4K - $91.5K
|
80.8K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
412+ 4.31% |
$81.2K - $91.3K
|
9.97K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
402+ 9.11% |
$79.2K - $89.1K
|
4.82K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 3.54% |
$78.8K - $88.6K
|
11.7K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
400+ 10.3% |
$78.8K - $88.6K
|
4.28K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
399+ 0.64% |
$78.6K - $88.4K
|
62.6K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
393+ 5.43% |
$77.4K - $87.1K
|
7.63K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
392+ 40.12% |
$77.2K - $86.9K
|
1.37K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
392+ 2.31% |
$77.2K - $86.9K
|
17.3K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
391+ 11.15% |
$77K - $86.6K
|
3.9K
$726K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
390+ 2.49% |
$76.8K - $86.4K
|
16.1K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
390+ 0.7% |
$76.8K - $86.4K
|
56.3K
$10.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
387+ 1.14% |
$76.3K - $85.7K
|
34.3K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
386+ 14.03% |
$76.1K - $85.5K
|
3.14K
$584K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
382+ 2.79% |
$75.3K - $84.6K
|
14.1K
$2.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
381+ 9.2% |
$75.1K - $84.4K
|
4.52K
$842K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
380+ 4.36% |
$74.9K - $84.2K
|
9.1K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
374+ 8.01% |
$73.7K - $82.9K
|
5.05K
$940K
|