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 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-275- 2.75% |
$52.4K - $65.7K
|
9.73K
$1.74M
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-276- 4.05% |
$52.6K - $65.9K
|
6.55K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-279- 17.79% |
$53.1K - $66.6K
|
1.29K
$230K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-280- 5.83% |
$53.3K - $66.9K
|
4.52K
$807K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-281- 15.4% |
$53.5K - $67.1K
|
1.54K
$276K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-282- 7.24% |
$53.7K - $67.4K
|
3.61K
$645K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-286- 8.69% |
$54.5K - $68.3K
|
3.01K
$537K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-286- 3.52% |
$54.5K - $68.3K
|
7.83K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-288- 2.21% |
$54.8K - $68.8K
|
12.7K
$2.27M
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-290- 2.14% |
$55.2K - $69.3K
|
13.3K
$2.37M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-291- 1.24% |
$55.4K - $69.5K
|
23.1K
$4.13M
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-295- 17.7% |
$56.2K - $70.5K
|
1.37K
$245K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-296- 1.5% |
$56.4K - $70.7K
|
19.5K
$3.48M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-297- 8.13% |
$56.6K - $70.9K
|
3.36K
$599K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-298- 25.71% |
$56.7K - $71.2K
|
861
$154K
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-300- 5.64% |
$57.1K - $71.7K
|
5.02K
$897K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-300- 7.03% |
$57.1K - $71.7K
|
3.97K
$708K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-302- 3.61% |
$57.5K - $72.1K
|
8.07K
$1.44M
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-307- 1.74% |
$58.5K - $73.3K
|
17.3K
$3.09M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-308- 9.53% |
$58.7K - $73.6K
|
2.92K
$522K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-314- 4.68% |
$59.8K - $75K
|
6.4K
$1.14M
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-316- 1.56% |
$60.2K - $75.5K
|
19.9K
$3.55M
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-317- 4.67% |
$60.4K - $75.7K
|
6.47K
$1.15M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-319- 1.44% |
$60.7K - $76.2K
|
21.9K
$3.9M
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-320- 6.73% |
$60.9K - $76.4K
|
4.43K
$791K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-320- 4.94% |
$60.9K - $76.4K
|
6.16K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-322- 22.71% |
$61.3K - $76.9K
|
1.1K
$196K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-322- 5.05% |
$61.3K - $76.9K
|
6.05K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-322- 2.46% |
$61.3K - $76.9K
|
12.8K
$2.28M
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-325- 3.29% |
$61.9K - $77.6K
|
9.56K
$1.71M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-326- 1.64% |
$62.1K - $77.9K
|
19.5K
$3.49M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-328- 7.55% |
$62.5K - $78.3K
|
4.02K
$717K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-328- 1.43% |
$62.5K - $78.3K
|
22.6K
$4.03M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-330- 10.27% |
$62.8K - $78.8K
|
2.88K
$515K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-330- 13.23% |
$62.8K - $78.8K
|
2.17K
$386K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-333- 4.9% |
$63.4K - $79.5K
|
6.47K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-336- 2.34% |
$64K - $80.3K
|
14K
$2.5M
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-342- 4.05% |
$65.1K - $81.7K
|
8.11K
$1.45M
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-344- 17.24% |
$65.5K - $82.2K
|
1.65K
$295K
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-345- 4.12% |
$65.7K - $82.4K
|
8.03K
$1.43M
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-350- 15.99% |
$66.7K - $83.6K
|
1.84K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-352- 5.09% |
$67K - $84.1K
|
6.56K
$1.17M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-352- 9.1% |
$67K - $84.1K
|
3.52K
$628K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-353- 8.98% |
$67.2K - $84.3K
|
3.58K
$639K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-357- 2.25% |
$68K - $85.3K
|
15.5K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-364- 2.93% |
$69.3K - $86.9K
|
12.1K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-365- 3.56% |
$69.5K - $87.2K
|
9.88K
$1.76M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-370- 7.76% |
$70.5K - $88.4K
|
4.4K
$785K
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-371- 23.3% |
$70.6K - $88.6K
|
1.22K
$218K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-372- 11.1% |
$70.8K - $88.9K
|
2.98K
$532K
|