Purchases and Sales Made in Q4 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
624+ 8.62% |
$111K - $165K
|
7.87K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
620+ 1.2% |
$110K - $164K
|
52.1K
$9.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
619+ 10.98% |
$110K - $164K
|
6.25K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
615+ 21.75% |
$109K - $163K
|
3.44K
$611K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
611+ 2.46% |
$109K - $161K
|
25.4K
$4.51M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
610New |
$108K - $161K
|
610
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
609+ 8.15% |
$108K - $161K
|
8.08K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
609New |
$108K - $161K
|
609
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
600+ 11.02% |
$107K - $159K
|
6.04K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
590+ 11.43% |
$105K - $156K
|
5.75K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587New |
$104K - $155K
|
587
$104K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
587+ 3.37% |
$104K - $155K
|
18K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
575+ 0.65% |
$102K - $152K
|
88.7K
$15.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
560+ 155.56% |
$99.5K - $148K
|
920
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
560New |
$99.5K - $148K
|
560
$99.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
559+ 1.73% |
$99.4K - $148K
|
32.9K
$5.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
557New |
$99K - $147K
|
557
$98.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
557+ 9.06% |
$99K - $147K
|
6.7K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
553+ 9.04% |
$98.3K - $146K
|
6.67K
$1.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
552+ 1.95% |
$98.1K - $146K
|
28.8K
$5.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
550+ 50.46% |
$97.8K - $145K
|
1.64K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
541+ 32.43% |
$96.2K - $143K
|
2.21K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
537+ 14.8% |
$95.4K - $142K
|
4.17K
$739K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
535+ 5.52% |
$95.1K - $141K
|
10.2K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
533+ 4.2% |
$94.7K - $141K
|
13.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
533+ 2.96% |
$94.7K - $141K
|
18.5K
$3.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
532+ 9.39% |
$94.6K - $141K
|
6.2K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
532+ 25.93% |
$94.6K - $141K
|
2.58K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
529+ 8.4% |
$94K - $140K
|
6.83K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
520+ 6.01% |
$92.4K - $137K
|
9.17K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
520+ 5.08% |
$92.4K - $137K
|
10.8K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
518+ 13.4% |
$92.1K - $137K
|
4.38K
$778K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
515+ 0.52% |
$91.5K - $136K
|
99.6K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
514+ 4.48% |
$91.4K - $136K
|
12K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
514New |
$91.4K - $136K
|
514
$91.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
514+ 196.93% |
$91.4K - $136K
|
775
$137K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
513+ 17.16% |
$91.2K - $136K
|
3.5K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
508+ 37.16% |
$90.3K - $134K
|
1.88K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
507+ 1.51% |
$90.1K - $134K
|
34K
$6.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
505+ 16.25% |
$89.8K - $133K
|
3.61K
$641K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
500+ 21.95% |
$88.9K - $132K
|
2.78K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
500+ 10.0% |
$88.9K - $132K
|
5.5K
$975K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500+ 155.28% |
$88.9K - $132K
|
822
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
500+ 724.64% |
$88.9K - $132K
|
569
$101K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
499New |
$88.7K - $132K
|
499
$88.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
497+ 100.0% |
$88.3K - $131K
|
994
$176K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
496+ 39.58% |
$88.2K - $131K
|
1.75K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
491+ 4.27% |
$87.3K - $130K
|
12K
$2.13M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
488+ 13.98% |
$86.7K - $129K
|
3.98K
$705K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
486+ 2.8% |
$86.4K - $128K
|
17.8K
$3.16M
|