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 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-25- 0.47% |
$4.76K - $5.97K
|
5.34K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-25- 0.33% |
$4.76K - $5.97K
|
7.45K
$1.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-25- 1.88% |
$4.76K - $5.97K
|
1.31K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-25- 1.72% |
$4.76K - $5.97K
|
1.43K
$327K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.71% |
$4.76K - $5.97K
|
1.43K
$328K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-25- 1.28% |
$4.76K - $5.97K
|
1.92K
$439K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-25- 0.49% |
$4.76K - $5.97K
|
5.07K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 0.14% |
$4.76K - $5.97K
|
18.3K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-26- 2.41% |
$4.95K - $6.21K
|
1.05K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-26- 7.45% |
$4.95K - $6.21K
|
323
$73.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-28- 0.32% |
$5.33K - $6.69K
|
8.77K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-29- 2.16% |
$5.52K - $6.93K
|
1.31K
$300K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30- 0.26% |
$5.71K - $7.17K
|
11.7K
$2.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-30- 1.4% |
$5.71K - $7.17K
|
2.11K
$482K
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-30- 1.12% |
$5.71K - $7.17K
|
2.66K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 1.52% |
$5.71K - $7.17K
|
1.95K
$445K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.72% |
$5.71K - $7.17K
|
4.12K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-30- 0.76% |
$5.71K - $7.17K
|
3.91K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-30- 2.41% |
$5.71K - $7.17K
|
1.22K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-31- 2.2% |
$5.9K - $7.4K
|
1.38K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-32- 2.54% |
$6.09K - $7.64K
|
1.23K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 3.42% |
$6.09K - $7.64K
|
905
$207K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 3.42% |
$6.09K - $7.64K
|
905
$207K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-33- 0.55% |
$6.28K - $7.88K
|
5.99K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-33- 0.68% |
$6.28K - $7.88K
|
4.84K
$1.11M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-35- 2.6% |
$6.67K - $8.36K
|
1.31K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-35- 0.42% |
$6.67K - $8.36K
|
8.34K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-35- 3.41% |
$6.67K - $8.36K
|
992
$227K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.18% |
$6.67K - $8.36K
|
19.5K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-35- 1.1% |
$6.67K - $8.36K
|
3.15K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-35- 0.82% |
$6.67K - $8.36K
|
4.25K
$970K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-35- 22.88% |
$6.67K - $8.36K
|
118
$27K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-35- 1.62% |
$6.67K - $8.36K
|
2.13K
$487K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 2.83% |
$6.86K - $8.6K
|
1.24K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-36- 2.54% |
$6.86K - $8.6K
|
1.38K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-37- 0.65% |
$7.05K - $8.84K
|
5.64K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-37- 0.48% |
$7.05K - $8.84K
|
7.75K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-38- 1.22% |
$7.24K - $9.08K
|
3.08K
$704K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-38- 0.81% |
$7.24K - $9.08K
|
4.66K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-38- 1.75% |
$7.24K - $9.08K
|
2.13K
$487K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-40- 35.09% |
$7.62K - $9.55K
|
74
$16.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-40- 2.41% |
$7.62K - $9.55K
|
1.62K
$371K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-40- 1.04% |
$7.62K - $9.55K
|
3.81K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.76% |
$7.62K - $9.55K
|
1.41K
$322K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-40- 1.06% |
$7.62K - $9.55K
|
3.72K
$849K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41- 2.75% |
$7.81K - $9.79K
|
1.45K
$332K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 9.57% |
$8.38K - $10.5K
|
416
$95K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-44- 0.72% |
$8.38K - $10.5K
|
6.08K
$1.39M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-44- 0.46% |
$8.38K - $10.5K
|
9.54K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-45- 0.91% |
$8.57K - $10.7K
|
4.89K
$1.12M
|