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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 0.8% |
$3.55K - $3.99K
|
2.26K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18+ 1.12% |
$3.55K - $3.99K
|
1.62K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17+ 0.7% |
$3.35K - $3.77K
|
2.44K
$454K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 0.3% |
$3.35K - $3.77K
|
5.67K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 2.22% |
$3.15K - $3.54K
|
737
$137K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
16+ 1.02% |
$3.15K - $3.54K
|
1.59K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 1.74% |
$3.15K - $3.54K
|
937
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16+ 0.77% |
$3.15K - $3.54K
|
2.1K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16+ 2.53% |
$3.15K - $3.54K
|
649
$121K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 1.74% |
$3.15K - $3.54K
|
937
$175K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
15+ 11.19% |
$2.96K - $3.32K
|
149
$27.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15+ 0.26% |
$2.96K - $3.32K
|
5.79K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 1.16% |
$2.96K - $3.32K
|
1.31K
$244K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
15+ 0.65% |
$2.96K - $3.32K
|
2.32K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.56% |
$2.96K - $3.32K
|
2.71K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
15+ 0.54% |
$2.96K - $3.32K
|
2.8K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 1.5% |
$2.96K - $3.32K
|
1.02K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.19% |
$2.96K - $3.32K
|
8.01K
$1.49M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 1.0% |
$2.76K - $3.1K
|
1.41K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
14+ 0.25% |
$2.76K - $3.1K
|
5.69K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14New |
$2.76K - $3.1K
|
14
$2.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
13+ 0.07% |
$2.56K - $2.88K
|
19.7K
$3.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 57.14% |
$2.36K - $2.66K
|
33
$6.15K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
12+ 0.07% |
$2.36K - $2.66K
|
16.4K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
12+ 0.41% |
$2.36K - $2.66K
|
2.91K
$542K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
11+ 0.21% |
$2.17K - $2.44K
|
5.23K
$974K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
11+ 0.13% |
$2.17K - $2.44K
|
8.5K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11New |
$2.17K - $2.44K
|
11
$2.05K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10+ 0.34% |
$1.97K - $2.22K
|
2.93K
$545K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.73% |
$1.97K - $2.22K
|
1.38K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
10+ 3.09% |
$1.97K - $2.22K
|
334
$62.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
10+ 0.45% |
$1.97K - $2.22K
|
2.22K
$413K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
9+ 0.09% |
$1.77K - $1.99K
|
10K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
9+ 0.5% |
$1.77K - $1.99K
|
1.8K
$335K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8+ 5.33% |
$1.58K - $1.77K
|
158
$29.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8+ 0.42% |
$1.58K - $1.77K
|
1.9K
$354K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.28% |
$1.58K - $1.77K
|
2.85K
$530K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 6.35% |
$1.58K - $1.77K
|
134
$25K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.38K - $1.55K
|
3.86K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7+ 0.4% |
$1.38K - $1.55K
|
1.74K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.09% |
$1.38K - $1.55K
|
8.11K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6+ 0.32% |
$1.18K - $1.33K
|
1.88K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6+ 0.49% |
$1.18K - $1.33K
|
1.24K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.5% |
$1.18K - $1.33K
|
1.21K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.5% |
$985 - $1.11K
|
1.01K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5+ 0.46% |
$985 - $1.11K
|
1.08K
$202K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
5+ 0.11% |
$985 - $1.11K
|
4.5K
$838K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.68% |
$985 - $1.11K
|
738
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
5+ 0.28% |
$985 - $1.11K
|
1.81K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 2.22% |
$985 - $1.11K
|
230
$42.8K
|