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 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
45+ 2.69% |
$8.57K - $10.7K
|
1.72K
$303K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
45New |
$8.57K - $10.7K
|
45
$7.94K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
45+ 8.74% |
$8.57K - $10.7K
|
560
$98.9K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
45+ 2.6% |
$8.57K - $10.7K
|
1.78K
$314K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 1.04% |
$8.57K - $10.7K
|
4.39K
$775K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
45+ 0.71% |
$8.57K - $10.7K
|
6.35K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 3.31% |
$8.38K - $10.5K
|
1.38K
$243K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
43+ 2.0% |
$8.19K - $10.3K
|
2.2K
$388K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 10.31% |
$8.19K - $10.3K
|
460
$81.2K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
43+ 0.71% |
$8.19K - $10.3K
|
6.12K
$1.08M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
42+ 2.17% |
$8K - $10K
|
1.97K
$348K
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
41+ 0.09% |
$7.81K - $9.79K
|
45.5K
$8.04M
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
41+ 2.45% |
$7.81K - $9.79K
|
1.72K
$303K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
41+ 3.56% |
$7.81K - $9.79K
|
1.19K
$210K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
40+ 2.98% |
$7.62K - $9.55K
|
1.38K
$244K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 40.82% |
$7.62K - $9.55K
|
138
$24.4K
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
40+ 3.22% |
$7.62K - $9.55K
|
1.28K
$226K
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
39+ 0.8% |
$7.43K - $9.32K
|
4.89K
$862K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
38+ 1.42% |
$7.24K - $9.08K
|
2.72K
$480K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
37+ 0.51% |
$7.05K - $8.84K
|
7.31K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 0.75% |
$7.05K - $8.84K
|
4.98K
$879K
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
37+ 3.51% |
$7.05K - $8.84K
|
1.09K
$193K
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36+ 3.47% |
$6.86K - $8.6K
|
1.07K
$189K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
36+ 12.12% |
$6.86K - $8.6K
|
333
$58.8K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
35+ 0.23% |
$6.67K - $8.36K
|
15.6K
$2.75M
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.89% |
$6.67K - $8.36K
|
3.96K
$700K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
35+ 0.8% |
$6.67K - $8.36K
|
4.4K
$776K
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
33+ 1.52% |
$6.28K - $7.88K
|
2.2K
$389K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
32+ 0.81% |
$6.09K - $7.64K
|
3.99K
$705K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 8.82% |
$6.09K - $7.64K
|
395
$69.7K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
31+ 0.41% |
$5.9K - $7.4K
|
7.51K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.75% |
$5.71K - $7.17K
|
4.05K
$714K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 1.83% |
$5.52K - $6.93K
|
1.62K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
29+ 0.86% |
$5.52K - $6.93K
|
3.39K
$599K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 1.83% |
$5.52K - $6.93K
|
1.62K
$285K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
28+ 2.5% |
$5.33K - $6.69K
|
1.15K
$202K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 2.81% |
$5.33K - $6.69K
|
1.02K
$181K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 12.5% |
$4.76K - $5.97K
|
225
$39.7K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
25+ 1.21% |
$4.76K - $5.97K
|
2.08K
$368K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 2.85% |
$4.76K - $5.97K
|
902
$159K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
25+ 17.36% |
$4.76K - $5.97K
|
169
$29.8K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
25+ 0.58% |
$4.76K - $5.97K
|
4.31K
$761K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.37% |
$4.76K - $5.97K
|
6.86K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
25+ 1.69% |
$4.76K - $5.97K
|
1.51K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
25+ 0.86% |
$4.76K - $5.97K
|
2.93K
$517K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
24New |
$4.57K - $5.73K
|
24
$4.24K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 15.09% |
$4.57K - $5.73K
|
183
$32.3K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.71% |
$4.38K - $5.49K
|
3.27K
$578K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 2.13% |
$4.38K - $5.49K
|
1.1K
$195K
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
23+ 0.97% |
$4.38K - $5.49K
|
2.4K
$424K
|