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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
298+ 2.46% |
$56.7K - $71.2K
|
12.4K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
298+ 3.28% |
$56.7K - $71.2K
|
9.4K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
296+ 11.71% |
$56.4K - $70.7K
|
2.82K
$504K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
296+ 18.27% |
$56.4K - $70.7K
|
1.92K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
295+ 1.53% |
$56.2K - $70.5K
|
19.6K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
295+ 5.49% |
$56.2K - $70.5K
|
5.67K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
291+ 20.52% |
$55.4K - $69.5K
|
1.71K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
291+ 6.43% |
$55.4K - $69.5K
|
4.81K
$859K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
285+ 2.87% |
$54.3K - $68.1K
|
10.2K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
285+ 1.03% |
$54.3K - $68.1K
|
27.8K
$4.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
284+ 5.74% |
$54.1K - $67.8K
|
5.24K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
283+ 0.49% |
$53.9K - $67.6K
|
58.4K
$10.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
282+ 23.42% |
$53.7K - $67.4K
|
1.49K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
281+ 44.53% |
$53.5K - $67.1K
|
912
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
279+ 1.43% |
$53.1K - $66.6K
|
19.8K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
279+ 5.64% |
$53.1K - $66.6K
|
5.23K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
272+ 7.8% |
$51.8K - $65K
|
3.76K
$671K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
268+ 31.68% |
$51K - $64K
|
1.11K
$199K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
267+ 26.54% |
$50.8K - $63.8K
|
1.27K
$227K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
266+ 2.87% |
$50.7K - $63.5K
|
9.52K
$1.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
264+ 9.03% |
$50.3K - $63.1K
|
3.19K
$569K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
262+ 1.52% |
$49.9K - $62.6K
|
17.5K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
261+ 2.22% |
$49.7K - $62.3K
|
12K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
259+ 12.98% |
$49.3K - $61.9K
|
2.25K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
259+ 13.51% |
$49.3K - $61.9K
|
2.18K
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
258+ 18.82% |
$49.1K - $61.6K
|
1.63K
$291K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
256+ 1.59% |
$48.8K - $61.1K
|
16.3K
$2.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
252+ 1.03% |
$48K - $60.2K
|
24.8K
$4.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
251+ 10.24% |
$47.8K - $60K
|
2.7K
$482K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
251+ 13.32% |
$47.8K - $60K
|
2.14K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
250+ 4.01% |
$47.6K - $59.7K
|
6.49K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
250+ 1.76% |
$47.6K - $59.7K
|
14.4K
$2.58M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
248+ 9.6% |
$47.2K - $59.2K
|
2.83K
$506K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
248+ 3.4% |
$47.2K - $59.2K
|
7.54K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
245+ 2.81% |
$46.7K - $58.5K
|
8.96K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
245+ 2.22% |
$46.7K - $58.5K
|
11.3K
$2.02M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.81% |
$46.7K - $58.5K
|
8.96K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
243+ 14.91% |
$46.3K - $58K
|
1.87K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
242+ 2.82% |
$46.1K - $57.8K
|
8.82K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
239+ 3.11% |
$45.5K - $57.1K
|
7.93K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
238+ 10.58% |
$45.3K - $56.8K
|
2.49K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
236+ 3.64% |
$44.9K - $56.4K
|
6.72K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
232+ 5.13% |
$44.2K - $55.4K
|
4.76K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
231+ 34.89% |
$44K - $55.2K
|
893
$159K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
230+ 6.28% |
$43.8K - $54.9K
|
3.89K
$695K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
225+ 3.8% |
$42.8K - $53.7K
|
6.15K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
224+ 15.63% |
$42.7K - $53.5K
|
1.66K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222New |
$42.3K - $53K
|
222
$39.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
219+ 8.59% |
$41.7K - $52.3K
|
2.77K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
218+ 10.9% |
$41.5K - $52.1K
|
2.22K
$396K
|