Purchases and Sales Made in Q3 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q3 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 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
823+ 24.13% |
$157K - $197K
|
4.23K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
817+ 28.79% |
$156K - $195K
|
3.66K
$652K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
810+ 9.49% |
$154K - $193K
|
9.35K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
809+ 2.95% |
$154K - $193K
|
28.2K
$5.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
805+ 2.46% |
$153K - $192K
|
33.5K
$5.99M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
800+ 80.97% |
$152K - $191K
|
1.79K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
800+ 13.01% |
$152K - $191K
|
6.95K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
793+ 16.6% |
$151K - $189K
|
5.57K
$994K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
773+ 9.12% |
$147K - $185K
|
9.25K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
771+ 2.92% |
$147K - $184K
|
27.2K
$4.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
767+ 14.29% |
$146K - $183K
|
6.14K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
766+ 3.89% |
$146K - $183K
|
20.5K
$3.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
763+ 78.58% |
$145K - $182K
|
1.73K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
762+ 15.86% |
$145K - $182K
|
5.57K
$994K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
760+ 16.41% |
$145K - $182K
|
5.39K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
758+ 19.28% |
$144K - $181K
|
4.69K
$837K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
754+ 13.59% |
$144K - $180K
|
6.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
752+ 2.35% |
$143K - $180K
|
32.7K
$5.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
750+ 20.19% |
$143K - $179K
|
4.47K
$797K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
750+ 7.87% |
$143K - $179K
|
10.3K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
750+ 53.57% |
$143K - $179K
|
2.15K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
746+ 10.13% |
$142K - $178K
|
8.11K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
740+ 10.31% |
$141K - $177K
|
7.92K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
723+ 9.72% |
$138K - $173K
|
8.16K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
722+ 16.55% |
$137K - $172K
|
5.08K
$907K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
703+ 49.09% |
$134K - $168K
|
2.14K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
700+ 0.49% |
$133K - $167K
|
144K
$25.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
698+ 1.08% |
$133K - $167K
|
65.2K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
690+ 16.23% |
$131K - $165K
|
4.94K
$882K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
689+ 7.52% |
$131K - $165K
|
9.85K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
681+ 1.95% |
$130K - $163K
|
35.6K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
665+ 9.89% |
$127K - $159K
|
7.39K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
661+ 64.93% |
$126K - $158K
|
1.68K
$300K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
655+ 14.11% |
$125K - $156K
|
5.3K
$946K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
642+ 0.79% |
$122K - $153K
|
81.4K
$14.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
641+ 33.61% |
$122K - $153K
|
2.55K
$455K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
629+ 11.66% |
$120K - $150K
|
6.02K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
629+ 3.21% |
$120K - $150K
|
20.2K
$3.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
625+ 10.85% |
$119K - $149K
|
6.39K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
621+ 64.09% |
$118K - $148K
|
1.59K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
621+ 8.38% |
$118K - $148K
|
8.03K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
620+ 2.35% |
$118K - $148K
|
27K
$4.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
619+ 39.73% |
$118K - $148K
|
2.18K
$389K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
617+ 7.72% |
$117K - $147K
|
8.61K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
610+ 2.99% |
$116K - $146K
|
21K
$3.75M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
608+ 29.73% |
$116K - $145K
|
2.65K
$474K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
600+ 3.73% |
$114K - $143K
|
16.7K
$2.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
600+ 28.24% |
$114K - $143K
|
2.73K
$486K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
599+ 6.0% |
$114K - $143K
|
10.6K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
595+ 24.43% |
$113K - $142K
|
3.03K
$541K
|