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 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 6.67% |
$41.3K - $51.8K
|
3.47K
$619K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
215+ 1.03% |
$40.9K - $51.4K
|
21K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
213+ 2.5% |
$40.6K - $50.9K
|
8.74K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
207+ 7.64% |
$39.4K - $49.4K
|
2.92K
$521K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
205+ 9.03% |
$39K - $49K
|
2.48K
$442K
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
203+ 6.23% |
$38.7K - $48.5K
|
3.46K
$617K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
201+ 2.86% |
$38.3K - $48K
|
7.23K
$1.29M
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 15.86% |
$38.1K - $47.8K
|
1.46K
$261K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 0.11% |
$38.1K - $47.8K
|
175K
$31.2M
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
200+ 4.77% |
$38.1K - $47.8K
|
4.4K
$785K
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
200+ 7.68% |
$38.1K - $47.8K
|
2.81K
$501K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
200New |
$38.1K - $47.8K
|
200
$35.7K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
199+ 11.61% |
$37.9K - $47.5K
|
1.91K
$341K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
198+ 0.04% |
$37.7K - $47.3K
|
450K
$80.4M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
197+ 11.98% |
$37.5K - $47.1K
|
1.84K
$329K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
196+ 8.67% |
$37.3K - $46.8K
|
2.46K
$438K
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
195+ 2.22% |
$37.1K - $46.6K
|
8.99K
$1.6M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
195+ 1.42% |
$37.1K - $46.6K
|
13.9K
$2.48M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
192+ 0.79% |
$36.6K - $45.9K
|
24.6K
$4.39M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
191+ 4.27% |
$36.4K - $45.6K
|
4.67K
$833K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
190+ 3.12% |
$36.2K - $45.4K
|
6.29K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
188+ 3.43% |
$35.8K - $44.9K
|
5.67K
$1.01M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
186+ 1.13% |
$35.4K - $44.4K
|
16.6K
$2.96M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
184+ 10.23% |
$35K - $43.9K
|
1.98K
$354K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
184+ 69.17% |
$35K - $43.9K
|
450
$80.3K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
180+ 5.23% |
$34.3K - $43K
|
3.62K
$646K
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
179+ 2.52% |
$34.1K - $42.8K
|
7.29K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
177+ 5.63% |
$33.7K - $42.3K
|
3.32K
$593K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
175+ 3.06% |
$33.3K - $41.8K
|
5.89K
$1.05M
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
174+ 8.64% |
$33.1K - $41.6K
|
2.19K
$391K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
174+ 2.37% |
$33.1K - $41.6K
|
7.51K
$1.34M
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
170+ 3.78% |
$32.4K - $40.6K
|
4.67K
$833K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
166+ 1.25% |
$31.6K - $39.6K
|
13.4K
$2.4M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 0.99% |
$31.4K - $39.4K
|
16.9K
$3.01M
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
164+ 1.17% |
$31.2K - $39.2K
|
14.2K
$2.54M
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
164+ 4.81% |
$31.2K - $39.2K
|
3.58K
$638K
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
159+ 2.6% |
$30.3K - $38K
|
6.26K
$1.12M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
155+ 5.66% |
$29.5K - $37K
|
2.89K
$516K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
154+ 14.68% |
$29.3K - $36.8K
|
1.2K
$215K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
150+ 7.85% |
$28.6K - $35.8K
|
2.06K
$368K
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
150+ 11.3% |
$28.6K - $35.8K
|
1.48K
$264K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
150+ 93.75% |
$28.6K - $35.8K
|
310
$55.3K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
149+ 1.55% |
$28.4K - $35.6K
|
9.78K
$1.75M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
148+ 1.31% |
$28.2K - $35.3K
|
11.4K
$2.04M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
147+ 2.24% |
$28K - $35.1K
|
6.71K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
147+ 2.22% |
$28K - $35.1K
|
6.77K
$1.21M
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
143+ 3.52% |
$27.2K - $34.2K
|
4.21K
$751K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
143+ 3.67% |
$27.2K - $34.2K
|
4.04K
$721K
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
143+ 5.66% |
$27.2K - $34.2K
|
2.67K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
141+ 14.49% |
$26.9K - $33.7K
|
1.11K
$199K
|