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 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
24New |
$4.57K - $5.73K
|
24
$5.48K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 15.09% |
$4.57K - $5.73K
|
183
$41.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.71% |
$4.38K - $5.49K
|
3.27K
$748K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 2.13% |
$4.38K - $5.49K
|
1.1K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
23+ 0.97% |
$4.38K - $5.49K
|
2.4K
$549K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
22+ 1.46% |
$4.19K - $5.25K
|
1.53K
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
20+ 0.9% |
$3.81K - $4.78K
|
2.25K
$513K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 1.65% |
$3.81K - $4.78K
|
1.23K
$282K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 0.16% |
$3.81K - $4.78K
|
12.6K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
20+ 0.19% |
$3.81K - $4.78K
|
10.8K
$2.47M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20+ 0.32% |
$3.81K - $4.78K
|
6.18K
$1.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 0.49% |
$3.62K - $4.54K
|
3.92K
$895K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$3.43K - $4.3K
|
25.5K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
18+ 0.47% |
$3.43K - $4.3K
|
3.86K
$883K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
18+ 0.38% |
$3.43K - $4.3K
|
4.79K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 1.31% |
$3.24K - $4.06K
|
1.31K
$300K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
17+ 1.29% |
$3.24K - $4.06K
|
1.33K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.53% |
$3.24K - $4.06K
|
3.21K
$733K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
16+ 1.13% |
$3.05K - $3.82K
|
1.44K
$328K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
15+ 1.21% |
$2.86K - $3.58K
|
1.26K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15+ 0.47% |
$2.86K - $3.58K
|
3.22K
$736K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 1.04% |
$2.86K - $3.58K
|
1.46K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15+ 0.84% |
$2.86K - $3.58K
|
1.8K
$411K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.3% |
$2.86K - $3.58K
|
4.99K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15+ 0.35% |
$2.86K - $3.58K
|
4.3K
$982K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
15+ 1.44% |
$2.86K - $3.58K
|
1.06K
$242K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14+ 0.67% |
$2.67K - $3.34K
|
2.11K
$483K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14+ 116.67% |
$2.67K - $3.34K
|
26
$5.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.86% |
$2.67K - $3.34K
|
1.64K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.79% |
$2.67K - $3.34K
|
1.79K
$410K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13+ 0.42% |
$2.48K - $3.11K
|
3.09K
$707K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.18% |
$2.48K - $3.11K
|
7.33K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
13+ 0.3% |
$2.48K - $3.11K
|
4.4K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
12+ 0.45% |
$2.29K - $2.87K
|
2.68K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.29% |
$2.29K - $2.87K
|
4.2K
$959K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 0.24% |
$2.29K - $2.87K
|
4.99K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
11+ 2.7% |
$2.09K - $2.63K
|
419
$95.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
11+ 0.38% |
$2.09K - $2.63K
|
2.91K
$665K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.67% |
$2.09K - $2.63K
|
1.66K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11+ 0.19% |
$2.09K - $2.63K
|
5.85K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
11+ 0.59% |
$2.09K - $2.63K
|
1.86K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.54% |
$2.09K - $2.63K
|
2.05K
$469K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 6.02% |
$1.9K - $2.39K
|
176
$40.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.22% |
$1.9K - $2.39K
|
4.48K
$1.02M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
10+ 0.48% |
$1.9K - $2.39K
|
2.09K
$477K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.74% |
$1.71K - $2.15K
|
1.22K
$278K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 2.09% |
$1.71K - $2.15K
|
439
$100K
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
8+ 0.04% |
$1.52K - $1.91K
|
19.2K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.21% |
$1.52K - $1.91K
|
3.8K
$868K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$1.52K - $1.91K
|
8
$1.83K
|