Purchases and Sales Made in Q4 2021 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25+ 4.23% |
$4.7K - $5.83K
|
616
$111K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
25+ 0.99% |
$4.7K - $5.83K
|
2.54K
$456K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24+ 0.63% |
$4.52K - $5.59K
|
3.8K
$683K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24+ 1.56% |
$4.52K - $5.59K
|
1.56K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24+ 0.66% |
$4.52K - $5.59K
|
3.68K
$660K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23+ 0.49% |
$4.33K - $5.36K
|
4.7K
$843K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
21New |
$3.95K - $4.89K
|
21
$3.77K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
20+ 0.41% |
$3.76K - $4.66K
|
4.96K
$890K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
20+ 0.75% |
$3.76K - $4.66K
|
2.68K
$481K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
19+ 1.43% |
$3.58K - $4.43K
|
1.35K
$242K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17+ 0.73% |
$3.2K - $3.96K
|
2.35K
$422K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
17+ 1.42% |
$3.2K - $3.96K
|
1.22K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15+ 3.0% |
$2.82K - $3.5K
|
515
$92.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15New |
$2.82K - $3.5K
|
15
$2.69K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
15New |
$2.82K - $3.5K
|
15
$2.69K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 1.03% |
$2.82K - $3.5K
|
1.47K
$263K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 0.41% |
$2.26K - $2.8K
|
2.95K
$529K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$2.26K - $2.8K
|
12
$2.15K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 4.46% |
$2.26K - $2.8K
|
281
$50.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 1.05% |
$2.26K - $2.8K
|
1.15K
$207K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
11+ 0.78% |
$2.07K - $2.56K
|
1.42K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$2.07K - $2.56K
|
11
$1.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.35% |
$1.88K - $2.33K
|
753
$135K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.55% |
$1.88K - $2.33K
|
1.82K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
10New |
$1.88K - $2.33K
|
10
$1.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
10+ 0.86% |
$1.88K - $2.33K
|
1.17K
$210K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10+ 0.38% |
$1.88K - $2.33K
|
2.65K
$476K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 6.06% |
$1.88K - $2.33K
|
175
$31.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.78% |
$1.88K - $2.33K
|
1.3K
$232K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
9+ 0.26% |
$1.69K - $2.1K
|
3.51K
$629K
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
9+ 0.52% |
$1.69K - $2.1K
|
1.73K
$311K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.32% |
$1.51K - $1.86K
|
2.48K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
7+ 0.45% |
$1.32K - $1.63K
|
1.57K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.32K - $1.63K
|
7
$1.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7+ 0.25% |
$1.32K - $1.63K
|
2.82K
$507K
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7+ 0.42% |
$1.32K - $1.63K
|
1.69K
$304K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.4% |
$1.32K - $1.63K
|
1.76K
$316K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
6New |
$1.13K - $1.4K
|
6
$1.08K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$1.13K - $1.4K
|
6
$1.08K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
5+ 0.36% |
$941 - $1.17K
|
1.38K
$248K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$941 - $1.17K
|
2.21K
$396K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
5+ 0.12% |
$941 - $1.17K
|
4.27K
$767K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
5+ 0.42% |
$941 - $1.17K
|
1.2K
$216K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$753 - $932
|
2.09K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4+ 0.02% |
$753 - $932
|
19.8K
$3.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3+ 2.4% |
$565 - $699
|
128
$23K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.31% |
$565 - $699
|
983
$176K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.05% |
$565 - $699
|
5.86K
$1.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3+ 0.06% |
$565 - $699
|
4.64K
$832K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
2+ 0.06% |
$376 - $466
|
3.5K
$628K
|