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 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
59+ 1.88% |
$11.6K - $13.1K
|
3.19K
$595K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
58+ 0.85% |
$11.4K - $12.9K
|
6.87K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 3.71% |
$11.4K - $12.9K
|
1.62K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.15% |
$11.4K - $12.9K
|
38.2K
$7.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
57+ 0.81% |
$11.2K - $12.6K
|
7.08K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
57+ 1.58% |
$11.2K - $12.6K
|
3.67K
$683K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55+ 0.33% |
$10.8K - $12.2K
|
16.5K
$3.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
54+ 0.25% |
$10.6K - $12K
|
21.8K
$4.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
54+ 0.8% |
$10.6K - $12K
|
6.8K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
53+ 0.39% |
$10.4K - $11.7K
|
13.5K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
53+ 0.62% |
$10.4K - $11.7K
|
8.65K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
52+ 4.38% |
$10.2K - $11.5K
|
1.24K
$231K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
52+ 0.83% |
$10.2K - $11.5K
|
6.3K
$1.17M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
52+ 0.83% |
$10.2K - $11.5K
|
6.3K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
51+ 2.5% |
$10K - $11.3K
|
2.09K
$390K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50+ 1.3% |
$9.85K - $11.1K
|
3.9K
$726K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 0.37% |
$9.85K - $11.1K
|
13.5K
$2.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 1.09% |
$9.85K - $11.1K
|
4.63K
$863K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
50+ 7.29% |
$9.85K - $11.1K
|
736
$137K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50+ 62.5% |
$9.85K - $11.1K
|
130
$24.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50+ 54.35% |
$9.85K - $11.1K
|
142
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50+ 3.36% |
$9.85K - $11.1K
|
1.54K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
49+ 3.8% |
$9.66K - $10.9K
|
1.34K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
49+ 1.29% |
$9.66K - $10.9K
|
3.84K
$715K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 0.84% |
$9.66K - $10.9K
|
5.91K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
48+ 1.17% |
$9.46K - $10.6K
|
4.15K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 0.97% |
$9.06K - $10.2K
|
4.8K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
46New |
$9.06K - $10.2K
|
46
$8.57K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
45+ 3.42% |
$8.87K - $9.97K
|
1.36K
$253K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
45+ 0.24% |
$8.87K - $9.97K
|
19K
$3.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
45+ 0.36% |
$8.87K - $9.97K
|
12.5K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45+ 3.8% |
$8.87K - $9.97K
|
1.23K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
45+ 4.0% |
$8.87K - $9.97K
|
1.17K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
45+ 10.61% |
$8.87K - $9.97K
|
469
$87.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
42+ 0.58% |
$8.28K - $9.31K
|
7.24K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
41+ 2.39% |
$8.08K - $9.08K
|
1.75K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
41+ 0.49% |
$8.08K - $9.08K
|
8.37K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
41+ 3.31% |
$8.08K - $9.08K
|
1.28K
$239K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
41+ 0.49% |
$8.08K - $9.08K
|
8.37K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
40+ 17.17% |
$7.88K - $8.86K
|
273
$50.8K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
40+ 2.15% |
$7.88K - $8.86K
|
1.9K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38+ 0.45% |
$7.49K - $8.42K
|
8.49K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
38+ 3.8% |
$7.49K - $8.42K
|
1.04K
$193K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
37+ 2.85% |
$7.29K - $8.2K
|
1.34K
$249K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
37+ 0.53% |
$7.29K - $8.2K
|
7.04K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
37+ 14.23% |
$7.29K - $8.2K
|
297
$55.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
36+ 0.75% |
$7.09K - $7.98K
|
4.82K
$898K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 0.28% |
$7.09K - $7.98K
|
13K
$2.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
36+ 2.07% |
$7.09K - $7.98K
|
1.78K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
36+ 0.3% |
$7.09K - $7.98K
|
12.1K
$2.24M
|