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 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
36+ 3.82% |
$7.09K - $7.98K
|
978
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
36+ 0.59% |
$7.09K - $7.98K
|
6.12K
$1.14M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
35+ 2.84% |
$6.9K - $7.75K
|
1.27K
$236K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35+ 1.2% |
$6.9K - $7.75K
|
2.95K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
35+ 1.9% |
$6.9K - $7.75K
|
1.88K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
34+ 0.34% |
$6.7K - $7.53K
|
9.92K
$1.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
33+ 7.53% |
$6.5K - $7.31K
|
471
$87.7K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
33+ 0.16% |
$6.5K - $7.31K
|
20.5K
$3.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
32+ 1.21% |
$6.31K - $7.09K
|
2.68K
$499K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
32+ 1.73% |
$6.31K - $7.09K
|
1.89K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 50.0% |
$6.31K - $7.09K
|
96
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
31+ 238.46% |
$6.11K - $6.87K
|
44
$8.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
30+ 0.85% |
$5.91K - $6.65K
|
3.58K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
30+ 157.89% |
$5.91K - $6.65K
|
49
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 0.9% |
$5.91K - $6.65K
|
3.37K
$627K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 0.94% |
$5.91K - $6.65K
|
3.21K
$597K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 2.51% |
$5.91K - $6.65K
|
1.22K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 1.68% |
$5.71K - $6.43K
|
1.76K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29+ 0.17% |
$5.71K - $6.43K
|
17.4K
$3.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
28+ 0.99% |
$5.52K - $6.2K
|
2.87K
$534K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
28+ 0.3% |
$5.52K - $6.2K
|
9.31K
$1.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28+ 8.72% |
$5.52K - $6.2K
|
349
$65K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
28+ 2.74% |
$5.52K - $6.2K
|
1.05K
$195K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
27+ 1.25% |
$5.32K - $5.98K
|
2.19K
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
26+ 0.98% |
$5.12K - $5.76K
|
2.67K
$497K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.6% |
$5.12K - $5.76K
|
4.39K
$818K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
26+ 0.66% |
$5.12K - $5.76K
|
3.96K
$738K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
26+ 1.31% |
$5.12K - $5.76K
|
2.01K
$374K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
25+ 1.42% |
$4.93K - $5.54K
|
1.79K
$332K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25+ 1.12% |
$4.93K - $5.54K
|
2.26K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
25+ 1.46% |
$4.93K - $5.54K
|
1.74K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
25+ 1.25% |
$4.93K - $5.54K
|
2.03K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.37% |
$4.93K - $5.54K
|
6.84K
$1.27M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
24+ 0.44% |
$4.73K - $5.32K
|
5.52K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
24+ 2.03% |
$4.73K - $5.32K
|
1.21K
$225K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
23+ 0.12% |
$4.53K - $5.1K
|
19.2K
$3.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 209.09% |
$4.53K - $5.1K
|
34
$6.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
23+ 0.98% |
$4.53K - $5.1K
|
2.38K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
22+ 1.42% |
$4.34K - $4.87K
|
1.57K
$292K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22+ 0.68% |
$4.34K - $4.87K
|
3.25K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
22+ 0.56% |
$4.34K - $4.87K
|
3.93K
$732K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.98% |
$4.14K - $4.65K
|
1.08K
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 0.7% |
$4.14K - $4.65K
|
3.01K
$561K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 100.0% |
$4.14K - $4.65K
|
42
$7.82K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20+ 4.62% |
$3.94K - $4.43K
|
453
$84.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
20+ 2.0% |
$3.94K - $4.43K
|
1.02K
$190K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
20+ 1.06% |
$3.94K - $4.43K
|
1.91K
$356K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
20+ 0.33% |
$3.94K - $4.43K
|
6.11K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20+ 0.47% |
$3.94K - $4.43K
|
4.27K
$795K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.24% |
$3.74K - $4.21K
|
7.85K
$1.46M
|