Purchases and Sales Made in Q4 2022 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-8- 5.88% |
$1.01K - $1.57K
|
128
$23K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.09% |
$1.01K - $1.57K
|
9.01K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-9- 0.33% |
$1.13K - $1.76K
|
2.75K
$493K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 6.67% |
$1.13K - $1.76K
|
126
$22.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 2.61% |
$1.26K - $1.96K
|
373
$67K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 0.1% |
$1.26K - $1.96K
|
10.4K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10- 0.7% |
$1.26K - $1.96K
|
1.42K
$256K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 0.35% |
$1.39K - $2.16K
|
3.14K
$563K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-12- 2.13% |
$1.51K - $2.35K
|
552
$99.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-12- 0.61% |
$1.51K - $2.35K
|
1.97K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.57% |
$1.51K - $2.35K
|
2.1K
$377K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14- 0.25% |
$1.76K - $2.74K
|
5.61K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-15- 0.26% |
$1.89K - $2.94K
|
5.78K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-15- 0.49% |
$1.89K - $2.94K
|
3.06K
$549K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-15- 0.6% |
$1.89K - $2.94K
|
2.48K
$444K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-15- 0.52% |
$1.89K - $2.94K
|
2.88K
$516K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-15- 0.94% |
$1.89K - $2.94K
|
1.59K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-15- 0.72% |
$1.89K - $2.94K
|
2.06K
$370K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 10.71% |
$1.89K - $2.94K
|
125
$22.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-16- 0.42% |
$2.02K - $3.14K
|
3.78K
$679K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 1.3% |
$2.02K - $3.14K
|
1.21K
$217K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 1.3% |
$2.02K - $3.14K
|
1.21K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-17- 2.13% |
$2.14K - $3.33K
|
780
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-19- 2.47% |
$2.39K - $3.72K
|
749
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.61% |
$2.52K - $3.92K
|
3.27K
$587K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-20- 1.0% |
$2.52K - $3.92K
|
1.99K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.63% |
$2.52K - $3.92K
|
3.15K
$566K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-21- 1.13% |
$2.65K - $4.12K
|
1.84K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-21- 0.42% |
$2.65K - $4.12K
|
4.95K
$888K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.96% |
$2.77K - $4.31K
|
2.27K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.24% |
$2.77K - $4.31K
|
9.18K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-22- 0.82% |
$2.77K - $4.31K
|
2.67K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-23- 0.93% |
$2.9K - $4.51K
|
2.46K
$441K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.42% |
$3.15K - $4.9K
|
1.73K
$311K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.65% |
$3.15K - $4.9K
|
3.83K
$688K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-25- 1.26% |
$3.15K - $4.9K
|
1.95K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-25- 14.71% |
$3.15K - $4.9K
|
145
$26K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.28% |
$3.15K - $4.9K
|
8.81K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.39% |
$3.4K - $5.29K
|
6.94K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27- 0.81% |
$3.4K - $5.29K
|
3.32K
$596K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 2.78% |
$3.53K - $5.49K
|
978
$176K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-28- 3.59% |
$3.53K - $5.49K
|
751
$135K
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-28- 1.13% |
$3.53K - $5.49K
|
2.46K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-29- 0.8% |
$3.66K - $5.68K
|
3.6K
$647K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-29- 0.73% |
$3.66K - $5.68K
|
3.92K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-29- 1.5% |
$3.66K - $5.68K
|
1.9K
$342K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-30- 1.62% |
$3.78K - $5.88K
|
1.82K
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 0.58% |
$3.78K - $5.88K
|
5.18K
$931K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 4.72% |
$3.78K - $5.88K
|
606
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-30- 0.03% |
$3.78K - $5.88K
|
91.7K
$16.5M
|