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 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-546- 8.65% |
$104K - $130K
|
5.77K
$1.03M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-556- 6.31% |
$106K - $133K
|
8.25K
$1.47M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-563- 10.2% |
$107K - $134K
|
4.95K
$884K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-564- 14.76% |
$107K - $135K
|
3.26K
$581K
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-565- 27.15% |
$108K - $135K
|
1.52K
$271K
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-569- 1.16% |
$108K - $136K
|
48.4K
$8.64M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-594- 2.99% |
$113K - $142K
|
19.3K
$3.44M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-600- 12.97% |
$114K - $143K
|
4.03K
$718K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-600- 16.69% |
$114K - $143K
|
2.99K
$534K
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-603- 2.9% |
$115K - $144K
|
20.2K
$3.6M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-605- 7.72% |
$115K - $145K
|
7.23K
$1.29M
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-609- 5.99% |
$116K - $145K
|
9.56K
$1.71M
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-614- 2.44% |
$117K - $147K
|
24.5K
$4.38M
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-616- 8.72% |
$117K - $147K
|
6.45K
$1.15M
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-628- 16.01% |
$120K - $150K
|
3.3K
$588K
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-634- 0.7% |
$121K - $151K
|
90.5K
$16.2M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-639- 23.19% |
$122K - $153K
|
2.12K
$378K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-640- 40.92% |
$122K - $153K
|
924
$165K
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-642- 24.69% |
$122K - $153K
|
1.96K
$350K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-646- 1.69% |
$123K - $154K
|
37.5K
$6.7M
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-652- 17.35% |
$124K - $156K
|
3.11K
$555K
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-655- 32.98% |
$125K - $156K
|
1.33K
$238K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-665- 3.22% |
$127K - $159K
|
20K
$3.56M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-667- 11.23% |
$127K - $159K
|
5.27K
$941K
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-678- 3.38% |
$129K - $162K
|
19.4K
$3.46M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-678- 12.18% |
$129K - $162K
|
4.89K
$873K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-678- 15.14% |
$129K - $162K
|
3.8K
$678K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-681- 14.29% |
$130K - $163K
|
4.08K
$729K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-685- 10.52% |
$130K - $164K
|
5.83K
$1.04M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-688- 84.21% |
$131K - $164K
|
129
$23K
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-695- 34.09% |
$132K - $166K
|
1.34K
$240K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-720- 6.67% |
$137K - $172K
|
10.1K
$1.8M
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-722- 12.53% |
$137K - $172K
|
5.04K
$899K
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-725- 39.55% |
$138K - $173K
|
1.11K
$198K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-727- 4.08% |
$138K - $174K
|
17.1K
$3.05M
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-729- 4.96% |
$139K - $174K
|
14K
$2.49M
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-737- 0.76% |
$140K - $176K
|
96.4K
$17.2M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-757- 50.84% |
$144K - $181K
|
732
$131K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-759- 2.77% |
$145K - $181K
|
26.6K
$4.75M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-759- 7.61% |
$145K - $181K
|
9.21K
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-759- 7.74% |
$145K - $181K
|
9.04K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-763- 12.82% |
$145K - $182K
|
5.19K
$926K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-769- 3.06% |
$146K - $184K
|
24.3K
$4.35M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-774- 15.61% |
$147K - $185K
|
4.18K
$747K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-777- 9.68% |
$148K - $186K
|
7.25K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-800- 10.56% |
$152K - $191K
|
6.78K
$1.21M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-801- 11.78% |
$153K - $191K
|
6K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-809- 2.41% |
$154K - $193K
|
32.8K
$5.85M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-817- 4.89% |
$156K - $195K
|
15.9K
$2.84M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-832- 10.44% |
$158K - $199K
|
7.13K
$1.27M
|