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 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.98KNew |
$1.14M - $1.43M
|
5.98K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.89K+ 1.98% |
$1.12M - $1.41M
|
304K
$54.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.79K+ 60.08% |
$1.1M - $1.38M
|
15.4K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.75KNew |
$1.1M - $1.37M
|
5.75K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.68K+ 912.38% |
$1.08M - $1.36M
|
6.3K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5.64KNew |
$1.07M - $1.35M
|
5.64K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.57K+ 5.12% |
$1.06M - $1.33M
|
114K
$20.4M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.47KNew |
$1.04M - $1.31M
|
5.47K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.47KNew |
$1.04M - $1.31M
|
5.47K
$977K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.37K+ 29.72% |
$1.02M - $1.28M
|
23.4K
$4.18M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5.32KNew |
$1.01M - $1.27M
|
5.32K
$949K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.21K+ 60.39% |
$992K - $1.24M
|
13.8K
$2.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
5.04KNew |
$960K - $1.2M
|
5.04K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.95K+ 6.19% |
$943K - $1.18M
|
85K
$15.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.91KNew |
$934K - $1.17M
|
4.91K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.87K+ 44.78% |
$927K - $1.16M
|
15.7K
$2.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.83KNew |
$920K - $1.15M
|
4.83K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.83K+ 46.77% |
$920K - $1.15M
|
15.2K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.78KNew |
$911K - $1.14M
|
4.78K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.67KNew |
$889K - $1.12M
|
4.67K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.66K+ 11.83% |
$887K - $1.11M
|
44K
$7.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.66KNew |
$887K - $1.11M
|
4.66K
$831K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.51K+ 122.05% |
$858K - $1.08M
|
8.2K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.49K+ 15.83% |
$854K - $1.07M
|
32.8K
$5.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 338.67% |
$834K - $1.05M
|
5.67K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.32K+ 17.75% |
$822K - $1.03M
|
28.7K
$5.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.24K+ 134.27% |
$806K - $1.01M
|
7.39K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.21KNew |
$801K - $1M
|
4.21K
$751K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.2KNew |
$799K - $1M
|
4.2K
$749K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.1KNew |
$781K - $980K
|
4.1K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.01K+ 14.01% |
$763K - $957K
|
32.6K
$5.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.9K+ 6.98% |
$742K - $931K
|
59.7K
$10.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
3.9KNew |
$742K - $930K
|
3.9K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.85K+ 97.66% |
$733K - $919K
|
7.79K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.85K+ 24.08% |
$732K - $918K
|
19.8K
$3.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.78K+ 6.38% |
$719K - $902K
|
63K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.77K+ 22.22% |
$717K - $900K
|
20.7K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.76K+ 4.85% |
$715K - $897K
|
81.3K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.72K+ 29.83% |
$708K - $888K
|
16.2K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.56K+ 25.08% |
$678K - $851K
|
17.8K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.54K+ 5.33% |
$674K - $846K
|
70K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.51K+ 49.22% |
$669K - $839K
|
10.6K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.5KNew |
$667K - $836K
|
3.5K
$625K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.49KNew |
$665K - $834K
|
3.49K
$623K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.47K+ 5.61% |
$660K - $828K
|
65.2K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.46K+ 12.33% |
$659K - $826K
|
31.5K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3.45K+ 8.79% |
$656K - $823K
|
42.6K
$7.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.41K+ 12.41% |
$649K - $814K
|
30.9K
$5.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.35K+ 118.36% |
$638K - $801K
|
6.18K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.35KNew |
$637K - $799K
|
3.35K
$597K
|