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
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15- 0.65% |
$2.86K - $3.58K
|
2.28K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-15- 1.06% |
$2.86K - $3.58K
|
1.4K
$247K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.14% |
$2.86K - $3.58K
|
1.3K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-15- 1.14% |
$2.86K - $3.58K
|
1.3K
$230K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-16- 1.57% |
$3.05K - $3.82K
|
1K
$177K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-17- 0.69% |
$3.24K - $4.06K
|
2.43K
$430K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-17- 0.29% |
$3.24K - $4.06K
|
5.88K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17- 0.04% |
$3.24K - $4.06K
|
39.9K
$7.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-17- 0.55% |
$3.24K - $4.06K
|
3.08K
$544K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-17- 8.21% |
$3.24K - $4.06K
|
190
$33.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-17- 1.51% |
$3.24K - $4.06K
|
1.11K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-17- 0.54% |
$3.24K - $4.06K
|
3.12K
$551K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-17- 0.89% |
$3.24K - $4.06K
|
1.9K
$335K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-18- 1.13% |
$3.43K - $4.3K
|
1.57K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-18- 1.36% |
$3.43K - $4.3K
|
1.3K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 9.14% |
$3.43K - $4.3K
|
179
$31.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-18- 1.26% |
$3.43K - $4.3K
|
1.41K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-18- 1.22% |
$3.43K - $4.3K
|
1.46K
$258K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-19- 0.49% |
$3.62K - $4.54K
|
3.82K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-19- 0.34% |
$3.62K - $4.54K
|
5.54K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 0.15% |
$3.62K - $4.54K
|
12.8K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-19- 0.36% |
$3.62K - $4.54K
|
5.27K
$931K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-19- 0.44% |
$3.62K - $4.54K
|
4.27K
$753K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-20- 0.49% |
$3.81K - $4.78K
|
4.04K
$712K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 0.71% |
$3.81K - $4.78K
|
2.81K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-20- 1.04% |
$3.81K - $4.78K
|
1.9K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-20- 1.63% |
$3.81K - $4.78K
|
1.21K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-20- 0.37% |
$3.81K - $4.78K
|
5.36K
$947K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-20- 0.12% |
$3.81K - $4.78K
|
17.3K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-20- 0.98% |
$3.81K - $4.78K
|
2.01K
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-21- 0.18% |
$4K - $5.02K
|
11.5K
$2.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.5% |
$4K - $5.02K
|
4.15K
$732K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-21- 3.17% |
$4K - $5.02K
|
642
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 1.3% |
$4K - $5.02K
|
1.6K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-21- 0.44% |
$4K - $5.02K
|
4.76K
$840K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-22- 1.94% |
$4.19K - $5.25K
|
1.11K
$197K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-22- 1.97% |
$4.19K - $5.25K
|
1.09K
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-22- 1.71% |
$4.19K - $5.25K
|
1.27K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22- 0.7% |
$4.19K - $5.25K
|
3.13K
$553K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-23- 0.25% |
$4.38K - $5.49K
|
9.36K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-23- 0.33% |
$4.38K - $5.49K
|
7.04K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-23- 0.46% |
$4.38K - $5.49K
|
5.02K
$887K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24- 7.84% |
$4.57K - $5.73K
|
282
$49.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-24- 0.85% |
$4.57K - $5.73K
|
2.8K
$494K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25- 0.47% |
$4.76K - $5.97K
|
5.34K
$943K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-25- 0.33% |
$4.76K - $5.97K
|
7.45K
$1.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-25- 1.88% |
$4.76K - $5.97K
|
1.31K
$231K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-25- 1.72% |
$4.76K - $5.97K
|
1.43K
$252K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.71% |
$4.76K - $5.97K
|
1.43K
$253K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.28% |
$4.76K - $5.97K
|
1.92K
$339K
|