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 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-373- 1.59% |
$71K - $89.1K
|
23K
$4.11M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-387- 4.05% |
$73.7K - $92.4K
|
9.18K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-390- 3.01% |
$74.3K - $93.2K
|
12.6K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-394- 5.6% |
$75K - $94.1K
|
6.65K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-398- 2.92% |
$75.8K - $95.1K
|
13.3K
$2.37M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-400- 23.95% |
$76.2K - $95.5K
|
1.27K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-400- 8.43% |
$76.2K - $95.5K
|
4.35K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-400- 1.83% |
$76.2K - $95.5K
|
21.4K
$3.82M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-400- 26.04% |
$76.2K - $95.5K
|
1.14K
$203K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-400- 64.1% |
$76.2K - $95.5K
|
224
$40K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-400- 85.29% |
$76.2K - $95.5K
|
69
$12.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-407- 47.49% |
$77.5K - $97.2K
|
450
$80.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-410- 8.75% |
$78.1K - $97.9K
|
4.28K
$764K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-410- 11.6% |
$78.1K - $97.9K
|
3.13K
$558K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-421- 6.28% |
$80.2K - $101K
|
6.29K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-435- 0.77% |
$82.8K - $104K
|
55.9K
$9.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-440- 3.66% |
$83.8K - $105K
|
11.6K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-440- 15.44% |
$83.8K - $105K
|
2.41K
$430K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-443- 17.68% |
$84.4K - $106K
|
2.06K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-444- 2.8% |
$84.6K - $106K
|
15.4K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-445- 19.25% |
$84.7K - $106K
|
1.87K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-447- 3.92% |
$85.1K - $107K
|
11K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-466- 17.37% |
$88.7K - $111K
|
2.22K
$396K
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-468- 1.14% |
$89.1K - $112K
|
40.7K
$7.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-472- 12.34% |
$89.9K - $113K
|
3.35K
$599K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-473- 10.9% |
$90.1K - $113K
|
3.87K
$690K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-473- 1.72% |
$90.1K - $113K
|
27K
$4.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-473- 30.05% |
$90.1K - $113K
|
1.1K
$197K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-478- 7.12% |
$91K - $114K
|
6.23K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-489- 3.2% |
$93.1K - $117K
|
14.8K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-489- 6.02% |
$93.1K - $117K
|
7.64K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-490- 18.06% |
$93.3K - $117K
|
2.22K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-500- 20.0% |
$95.2K - $119K
|
2K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-500- 4.15% |
$95.2K - $119K
|
11.6K
$2.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-502- 16.37% |
$95.6K - $120K
|
2.56K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-503- 5.49% |
$95.8K - $120K
|
8.65K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-510- 2.79% |
$97.1K - $122K
|
17.8K
$3.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-515- 8.38% |
$98.1K - $123K
|
5.63K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-516- 13.18% |
$98.3K - $123K
|
3.4K
$607K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-517- 8.83% |
$98.5K - $123K
|
5.34K
$952K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-521- 15.92% |
$99.2K - $124K
|
2.75K
$491K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-521- 15.92% |
$99.2K - $124K
|
2.75K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-522- 12.02% |
$99.4K - $125K
|
3.82K
$682K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-525- 3.36% |
$100K - $125K
|
15.1K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-528- 2.58% |
$101K - $126K
|
19.9K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-530- 1.42% |
$101K - $127K
|
36.8K
$6.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-530- 16.93% |
$101K - $127K
|
2.6K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-537- 34.23% |
$102K - $128K
|
1.03K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-539- 3.79% |
$103K - $129K
|
13.7K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-544- 10.81% |
$104K - $130K
|
4.49K
$801K
|