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 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4- 0.09% |
$762 - $955
|
4.27K
$754K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5- 0.12% |
$952 - $1.19K
|
4.33K
$764K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5- 0.19% |
$952 - $1.19K
|
2.56K
$453K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-5- 0.24% |
$952 - $1.19K
|
2.04K
$361K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.04% |
$952 - $1.19K
|
11.3K
$1.99M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 3.09% |
$952 - $1.19K
|
157
$27.7K
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5- 0.46% |
$952 - $1.19K
|
1.08K
$190K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-6- 54.55% |
$1.14K - $1.43K
|
5
$883
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-6- 0.08% |
$1.14K - $1.43K
|
7.22K
$1.27M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6- 0.42% |
$1.14K - $1.43K
|
1.41K
$249K
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-6- 0.42% |
$1.14K - $1.43K
|
1.43K
$253K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6- 0.07% |
$1.14K - $1.43K
|
8.49K
$1.5M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.36% |
$1.33K - $1.67K
|
1.96K
$345K
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7- 0.04% |
$1.33K - $1.67K
|
19.7K
$3.47M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.07% |
$1.33K - $1.67K
|
10.2K
$1.81M
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-7- 0.35% |
$1.33K - $1.67K
|
1.98K
$350K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 4.83% |
$1.33K - $1.67K
|
138
$24.4K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-8- 0.42% |
$1.52K - $1.91K
|
1.88K
$332K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 5.06% |
$1.52K - $1.91K
|
150
$26.5K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 0.28% |
$1.52K - $1.91K
|
2.82K
$497K
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-8- 0.38% |
$1.52K - $1.91K
|
2.08K
$368K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-8- 0.22% |
$1.52K - $1.91K
|
3.56K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 0.27% |
$1.52K - $1.91K
|
2.95K
$521K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8- 0.28% |
$1.52K - $1.91K
|
2.84K
$501K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9- 0.81% |
$1.71K - $2.15K
|
1.1K
$194K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.77% |
$1.71K - $2.15K
|
1.16K
$205K
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9- 0.2% |
$1.71K - $2.15K
|
4.5K
$794K
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-9- 0.17% |
$1.71K - $2.15K
|
5.19K
$917K
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-9- 0.08% |
$1.71K - $2.15K
|
11.3K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.2% |
$1.71K - $2.15K
|
4.43K
$781K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-9- 0.26% |
$1.71K - $2.15K
|
3.42K
$604K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9- 0.2% |
$1.71K - $2.15K
|
4.5K
$794K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10- 0.86% |
$1.9K - $2.39K
|
1.15K
$204K
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-10- 0.43% |
$1.9K - $2.39K
|
2.32K
$409K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-10- 2.99% |
$1.9K - $2.39K
|
324
$57.2K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-10- 1.54% |
$1.9K - $2.39K
|
639
$113K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-10- 0.1% |
$1.9K - $2.39K
|
10K
$1.77M
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-10- 0.98% |
$1.9K - $2.39K
|
1.01K
$179K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-11- 0.21% |
$2.09K - $2.63K
|
5.22K
$922K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-12- 0.42% |
$2.29K - $2.87K
|
2.85K
$504K
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12- 0.23% |
$2.29K - $2.87K
|
5.1K
$900K
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-12- 0.42% |
$2.29K - $2.87K
|
2.86K
$505K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-12- 0.86% |
$2.29K - $2.87K
|
1.38K
$244K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13- 0.09% |
$2.48K - $3.11K
|
14.9K
$2.63M
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-13- 1.0% |
$2.48K - $3.11K
|
1.29K
$227K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13- 0.28% |
$2.48K - $3.11K
|
4.63K
$817K
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-14- 1.91% |
$2.67K - $3.34K
|
719
$127K
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-14- 0.29% |
$2.67K - $3.34K
|
4.79K
$846K
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-14- 0.25% |
$2.67K - $3.34K
|
5.56K
$982K
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.16% |
$2.86K - $3.58K
|
9.08K
$1.6M
|