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 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
271New |
$53.4K - $60K
|
271
$61.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
268+ 23.02% |
$52.8K - $59.4K
|
1.43K
$324K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 0.67% |
$51.4K - $57.8K
|
39K
$8.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
260+ 1.58% |
$51.2K - $57.6K
|
16.7K
$3.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
259+ 20.08% |
$51K - $57.4K
|
1.55K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
251+ 1.97% |
$49.5K - $55.6K
|
13K
$2.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 12.2% |
$49.3K - $55.4K
|
2.3K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
250+ 12.05% |
$49.3K - $55.4K
|
2.32K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
250+ 11.11% |
$49.3K - $55.4K
|
2.5K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
250+ 13.97% |
$49.3K - $55.4K
|
2.04K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
250+ 8.28% |
$49.3K - $55.4K
|
3.27K
$741K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250+ 94.34% |
$49.3K - $55.4K
|
515
$117K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
249+ 14.24% |
$49.1K - $55.2K
|
2K
$453K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
246+ 16.92% |
$48.5K - $54.5K
|
1.7K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
246+ 0.9% |
$48.5K - $54.5K
|
27.6K
$6.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
245+ 4.3% |
$48.3K - $54.3K
|
5.94K
$1.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
243+ 2.06% |
$47.9K - $53.8K
|
12K
$2.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
242+ 3.15% |
$47.7K - $53.6K
|
7.93K
$1.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
241+ 14.38% |
$47.5K - $53.4K
|
1.92K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
240+ 24.84% |
$47.3K - $53.2K
|
1.21K
$273K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
235+ 4.01% |
$46.3K - $52.1K
|
6.09K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
233+ 3.26% |
$45.9K - $51.6K
|
7.37K
$1.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
232+ 37.79% |
$45.7K - $51.4K
|
846
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
232+ 7.97% |
$45.7K - $51.4K
|
3.14K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
227+ 8.66% |
$44.7K - $50.3K
|
2.85K
$646K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
227+ 0.74% |
$44.7K - $50.3K
|
30.8K
$6.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
225+ 3.83% |
$44.3K - $49.9K
|
6.1K
$1.38M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
225New |
$44.3K - $49.9K
|
225
$51K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
223+ 7.36% |
$43.9K - $49.4K
|
3.25K
$737K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
222+ 12.0% |
$43.7K - $49.2K
|
2.07K
$470K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
220+ 5.74% |
$43.4K - $48.7K
|
4.06K
$919K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
220+ 14.59% |
$43.4K - $48.7K
|
1.73K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
215+ 2.14% |
$42.4K - $47.6K
|
10.3K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
215+ 15.41% |
$42.4K - $47.6K
|
1.61K
$365K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
215+ 15.41% |
$42.4K - $47.6K
|
1.61K
$365K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
214+ 7.29% |
$42.2K - $47.4K
|
3.15K
$713K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213+ 3.93% |
$42K - $47.2K
|
5.64K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
212+ 15.43% |
$41.8K - $47K
|
1.59K
$359K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
212+ 15.43% |
$41.8K - $47K
|
1.59K
$359K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
211+ 3.08% |
$41.6K - $46.7K
|
7.07K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
211+ 0.46% |
$41.6K - $46.7K
|
46.5K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
211+ 3.98% |
$41.6K - $46.7K
|
5.51K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
209+ 3.22% |
$41.2K - $46.3K
|
6.71K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
208+ 3.2% |
$41K - $46.1K
|
6.71K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
207+ 0.85% |
$40.8K - $45.9K
|
24.5K
$5.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
201+ 8.21% |
$39.6K - $44.5K
|
2.65K
$600K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200+ 80.0% |
$39.4K - $44.3K
|
450
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
200+ 8.55% |
$39.4K - $44.3K
|
2.54K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
200+ 0.89% |
$39.4K - $44.3K
|
22.7K
$5.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
199+ 5.7% |
$39.2K - $44.1K
|
3.69K
$836K
|