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 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-100- 46.73% |
$19.7K - $22.2K
|
114
$21.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 4.86% |
$19.7K - $22.2K
|
1.96K
$365K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 4.92% |
$19.7K - $22.2K
|
1.93K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-100- 0.26% |
$19.7K - $22.2K
|
38.8K
$7.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 7.62% |
$19.7K - $22.2K
|
1.21K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 4.12% |
$19.7K - $22.2K
|
2.33K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-100- 1.15% |
$19.7K - $22.2K
|
8.6K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-100- 2.5% |
$19.7K - $22.2K
|
3.89K
$725K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 6.57% |
$19.7K - $22.2K
|
1.42K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 9.54% |
$19.7K - $22.2K
|
948
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.27% |
$19.7K - $22.2K
|
7.77K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-100- 1.4% |
$19.7K - $22.2K
|
7.06K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-100- 19.53% |
$19.7K - $22.2K
|
412
$76.7K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 18.87% |
$19.7K - $22.2K
|
430
$80.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-101- 2.21% |
$19.9K - $22.4K
|
4.47K
$833K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-101- 7.51% |
$19.9K - $22.4K
|
1.24K
$232K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-102- 39.69% |
$20.1K - $22.6K
|
155
$28.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-102- 0.43% |
$20.1K - $22.6K
|
23.4K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-102- 3.05% |
$20.1K - $22.6K
|
3.24K
$603K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-103- 26.01% |
$20.3K - $22.8K
|
293
$54.6K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-103- 9.83% |
$20.3K - $22.8K
|
945
$176K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 4.3% |
$20.7K - $23.3K
|
2.34K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-106- 39.55% |
$20.9K - $23.5K
|
162
$30.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-106- 2.71% |
$20.9K - $23.5K
|
3.81K
$709K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-108- 1.23% |
$21.3K - $23.9K
|
8.7K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 2.13% |
$21.3K - $23.9K
|
4.97K
$925K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-109- 5.07% |
$21.5K - $24.2K
|
2.04K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-109- 8.03% |
$21.5K - $24.2K
|
1.25K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-112- 6.04% |
$22.1K - $24.8K
|
1.74K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-114- 10.96% |
$22.5K - $25.3K
|
926
$172K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-115- 46.94% |
$22.7K - $25.5K
|
130
$24.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-115- 4.03% |
$22.7K - $25.5K
|
2.74K
$510K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-115- 2.78% |
$22.7K - $25.5K
|
4.02K
$748K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-116- 0.1% |
$22.9K - $25.7K
|
111K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-116- 1.91% |
$22.9K - $25.7K
|
5.95K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-117- 2.29% |
$23.1K - $25.9K
|
5K
$931K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-120- 5.98% |
$23.6K - $26.6K
|
1.89K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-120- 7.8% |
$23.6K - $26.6K
|
1.42K
$264K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-120- 2.05% |
$23.6K - $26.6K
|
5.73K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 7.15% |
$24K - $27K
|
1.58K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-123- 1.85% |
$24.2K - $27.3K
|
6.54K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-123- 1.94% |
$24.2K - $27.3K
|
6.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-123- 1.08% |
$24.2K - $27.3K
|
11.3K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-124- 1.13% |
$24.4K - $27.5K
|
10.9K
$2.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-125- 3.26% |
$24.6K - $27.7K
|
3.71K
$690K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-125- 3.26% |
$24.6K - $27.7K
|
3.72K
$692K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-125- 12.83% |
$24.6K - $27.7K
|
849
$158K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-125- 11.55% |
$24.6K - $27.7K
|
957
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-127- 1.62% |
$25K - $28.1K
|
7.74K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-128- 4.58% |
$25.2K - $28.4K
|
2.67K
$497K
|