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 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
100+ 21.41% |
$19K - $23.9K
|
567
$100K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
99+ 8.21% |
$18.9K - $23.6K
|
1.31K
$230K
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
99+ 9.04% |
$18.9K - $23.6K
|
1.19K
$211K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
98+ 3.02% |
$18.7K - $23.4K
|
3.34K
$590K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
98+ 39.68% |
$18.7K - $23.4K
|
345
$60.9K
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
98+ 6.03% |
$18.7K - $23.4K
|
1.72K
$304K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 1.25% |
$18.5K - $23.2K
|
7.89K
$1.39M
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
97+ 0.88% |
$18.5K - $23.2K
|
11.1K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
97+ 4.52% |
$18.5K - $23.2K
|
2.24K
$396K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
96+ 0.34% |
$18.3K - $22.9K
|
28.4K
$5.02M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
95+ 475.0% |
$18.1K - $22.7K
|
115
$20.3K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
94+ 66.2% |
$17.9K - $22.5K
|
236
$41.7K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
94+ 2.1% |
$17.9K - $22.5K
|
4.57K
$806K
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
94+ 8.42% |
$17.9K - $22.5K
|
1.21K
$214K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.59% |
$17.3K - $21.7K
|
5.81K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
90+ 2.5% |
$17.1K - $21.5K
|
3.69K
$652K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
90+ 2.49% |
$17.1K - $21.5K
|
3.7K
$653K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
89+ 3.44% |
$16.9K - $21.3K
|
2.68K
$473K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 2.42% |
$16.9K - $21.3K
|
3.77K
$666K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
88+ 2.34% |
$16.8K - $21K
|
3.85K
$680K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
88+ 0.25% |
$16.8K - $21K
|
35.3K
$6.23M
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
88+ 0.59% |
$16.8K - $21K
|
15K
$2.65M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
87+ 6.19% |
$16.6K - $20.8K
|
1.49K
$264K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
87+ 0.28% |
$16.6K - $20.8K
|
31.3K
$5.53M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
87+ 0.28% |
$16.6K - $20.8K
|
31.3K
$5.53M
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.47% |
$16.4K - $20.5K
|
18.2K
$3.22M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83+ 3.67% |
$15.8K - $19.8K
|
2.35K
$414K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
83+ 6.88% |
$15.8K - $19.8K
|
1.29K
$228K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 0.95% |
$15.6K - $19.6K
|
8.68K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
82+ 3.34% |
$15.6K - $19.6K
|
2.54K
$448K
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
82+ 4.48% |
$15.6K - $19.6K
|
1.91K
$338K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
81+ 5.37% |
$15.4K - $19.3K
|
1.59K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
81+ 1.47% |
$15.4K - $19.3K
|
5.59K
$987K
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
80+ 2.86% |
$15.2K - $19.1K
|
2.88K
$508K
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
77+ 3.98% |
$14.7K - $18.4K
|
2.01K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
76+ 1.69% |
$14.5K - $18.2K
|
4.58K
$809K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
75+ 1.79% |
$14.3K - $17.9K
|
4.27K
$754K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 5.57% |
$14.1K - $17.7K
|
1.4K
$248K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
74+ 2.17% |
$14.1K - $17.7K
|
3.48K
$615K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
73+ 3.09% |
$13.9K - $17.4K
|
2.44K
$430K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
73+ 5.44% |
$13.9K - $17.4K
|
1.42K
$250K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
72+ 514.29% |
$13.7K - $17.2K
|
86
$15.2K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 5.06% |
$13.7K - $17.2K
|
1.5K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
71+ 1.22% |
$13.5K - $17K
|
5.87K
$1.04M
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
70+ 3.63% |
$13.3K - $16.7K
|
2K
$352K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
70+ 11.08% |
$13.3K - $16.7K
|
702
$124K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
70+ 1.98% |
$13.3K - $16.7K
|
3.6K
$635K
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$13.3K - $16.7K
|
70
$12.4K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
69+ 3.3% |
$13.1K - $16.5K
|
2.16K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
69+ 5.5% |
$13.1K - $16.5K
|
1.32K
$234K
|