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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
446+ 8.93% |
$84.9K - $107K
|
5.44K
$972K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
445+ 5.39% |
$84.7K - $106K
|
8.7K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
444+ 0.93% |
$84.6K - $106K
|
48.4K
$8.64M
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
442+ 0.68% |
$84.2K - $106K
|
65.1K
$11.6M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
442+ 43.42% |
$84.2K - $106K
|
1.46K
$261K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
442+ 5.94% |
$84.2K - $106K
|
7.88K
$1.41M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
426+ 1.98% |
$81.1K - $102K
|
22K
$3.92M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
413New |
$78.6K - $98.6K
|
413
$73.7K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
413+ 3.68% |
$78.6K - $98.6K
|
11.6K
$2.08M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
406+ 10.43% |
$77.3K - $97K
|
4.3K
$767K
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
400+ 1.06% |
$76.2K - $95.5K
|
38K
$6.78M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
391+ 5.52% |
$74.5K - $93.4K
|
7.47K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
383+ 1.83% |
$72.9K - $91.5K
|
21.3K
$3.8M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
381+ 4.49% |
$72.6K - $91K
|
8.87K
$1.58M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
380+ 10.51% |
$72.4K - $90.8K
|
4K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
377+ 6.68% |
$71.8K - $90K
|
6.02K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
375+ 1.1% |
$71.4K - $89.6K
|
34.6K
$6.17M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
374+ 8.4% |
$71.2K - $89.3K
|
4.82K
$861K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
372+ 5.33% |
$70.8K - $88.9K
|
7.35K
$1.31M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
372+ 5.33% |
$70.8K - $88.9K
|
7.35K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
370+ 0.16% |
$70.5K - $88.4K
|
238K
$42.5M
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
368+ 5.05% |
$70.1K - $87.9K
|
7.66K
$1.37M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
365New |
$69.5K - $87.2K
|
365
$65.2K
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
361+ 10.65% |
$68.7K - $86.2K
|
3.75K
$669K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
356+ 0.81% |
$67.8K - $85K
|
44.3K
$7.91M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
356+ 7.1% |
$67.8K - $85K
|
5.37K
$958K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
350+ 7.75% |
$66.7K - $83.6K
|
4.86K
$868K
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
350+ 0.82% |
$66.7K - $83.6K
|
43K
$7.67M
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
350+ 5.44% |
$66.7K - $83.6K
|
6.79K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
347+ 9.54% |
$66.1K - $82.9K
|
3.98K
$711K
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
346+ 8.9% |
$65.9K - $82.6K
|
4.23K
$755K
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
345+ 3.31% |
$65.7K - $82.4K
|
10.8K
$1.92M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
340+ 10.0% |
$64.7K - $81.2K
|
3.74K
$668K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
340+ 5.21% |
$64.7K - $81.2K
|
6.87K
$1.23M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
335+ 17.4% |
$63.8K - $80K
|
2.26K
$403K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
333+ 0.19% |
$63.4K - $79.5K
|
174K
$31.1M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
326+ 173.4% |
$62.1K - $77.9K
|
514
$91.7K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
326+ 26.94% |
$62.1K - $77.9K
|
1.54K
$274K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
318+ 4.01% |
$60.6K - $76K
|
8.25K
$1.47M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
318+ 5.27% |
$60.6K - $76K
|
6.35K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
318+ 1.57% |
$60.6K - $76K
|
20.5K
$3.67M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
317New |
$60.4K - $75.7K
|
317
$56.6K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
317+ 11.51% |
$60.4K - $75.7K
|
3.07K
$548K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
316+ 26.73% |
$60.2K - $75.5K
|
1.5K
$267K
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
309+ 9.26% |
$58.8K - $73.8K
|
3.65K
$651K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
309+ 3.49% |
$58.8K - $73.8K
|
9.17K
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
303+ 10.33% |
$57.7K - $72.4K
|
3.24K
$578K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
301+ 0.56% |
$57.3K - $71.9K
|
53.7K
$9.58M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.31% |
$57.1K - $71.7K
|
96K
$17.1M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
299+ 6.51% |
$56.9K - $71.4K
|
4.89K
$874K
|