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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
142+ 7.58% |
$28K - $31.5K
|
2.02K
$375K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
142+ 7.58% |
$28K - $31.5K
|
2.02K
$375K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
141+ 10.64% |
$27.8K - $31.2K
|
1.47K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
141+ 7.4% |
$27.8K - $31.2K
|
2.05K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
140+ 2.97% |
$27.6K - $31K
|
4.85K
$904K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
139+ 6.93% |
$27.4K - $30.8K
|
2.15K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
136+ 13.23% |
$26.8K - $30.1K
|
1.16K
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
135+ 3.21% |
$26.6K - $29.9K
|
4.34K
$809K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 19.19% |
$26.2K - $29.5K
|
826
$154K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
133+ 10.14% |
$26.2K - $29.5K
|
1.45K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
133+ 0.94% |
$26.2K - $29.5K
|
14.2K
$2.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
128+ 7.04% |
$25.2K - $28.4K
|
1.95K
$362K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
128+ 10.72% |
$25.2K - $28.4K
|
1.32K
$246K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
126+ 1.75% |
$24.8K - $27.9K
|
7.33K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125+ 6.65% |
$24.6K - $27.7K
|
2.01K
$373K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125+ 4.61% |
$24.6K - $27.7K
|
2.84K
$529K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
124+ 1.62% |
$24.4K - $27.5K
|
7.79K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
124+ 1.99% |
$24.4K - $27.5K
|
6.36K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
123+ 11.32% |
$24.2K - $27.3K
|
1.21K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
122+ 1.05% |
$24K - $27K
|
11.7K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
121+ 7.25% |
$23.8K - $26.8K
|
1.79K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
118+ 9.45% |
$23.3K - $26.1K
|
1.37K
$255K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
117+ 5.45% |
$23.1K - $25.9K
|
2.26K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
117+ 2.16% |
$23.1K - $25.9K
|
5.53K
$1.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
116+ 0.6% |
$22.9K - $25.7K
|
19.3K
$3.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
116+ 3.32% |
$22.9K - $25.7K
|
3.62K
$673K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
115+ 3.37% |
$22.7K - $25.5K
|
3.53K
$657K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
114+ 1.79% |
$22.5K - $25.3K
|
6.49K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
114+ 4.77% |
$22.5K - $25.3K
|
2.51K
$467K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
113+ 2.31% |
$22.3K - $25K
|
5.01K
$933K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
113+ 0.9% |
$22.3K - $25K
|
12.6K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
111+ 1.2% |
$21.9K - $24.6K
|
9.38K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
111+ 0.19% |
$21.9K - $24.6K
|
58.2K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
110+ 523.81% |
$21.7K - $24.4K
|
131
$24.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
109+ 0.89% |
$21.5K - $24.2K
|
12.3K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
109+ 5.62% |
$21.5K - $24.2K
|
2.05K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
108+ 0.19% |
$21.3K - $23.9K
|
56.4K
$10.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
106+ 1.49% |
$20.9K - $23.5K
|
7.22K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
104+ 8.38% |
$20.5K - $23K
|
1.35K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
104+ 9.45% |
$20.5K - $23K
|
1.21K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
103+ 5.97% |
$20.3K - $22.8K
|
1.83K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
102+ 1.86% |
$20.1K - $22.6K
|
5.58K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
102+ 4.69% |
$20.1K - $22.6K
|
2.28K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100+ 8.01% |
$19.7K - $22.2K
|
1.35K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
100+ 1.77% |
$19.7K - $22.2K
|
5.76K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
100+ 3.05% |
$19.7K - $22.2K
|
3.38K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
100+ 5.95% |
$19.7K - $22.2K
|
1.78K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 10.86% |
$19.7K - $22.2K
|
1.02K
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
99+ 0.7% |
$19.5K - $21.9K
|
14.2K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
94+ 3.75% |
$18.5K - $20.8K
|
2.6K
$484K
|