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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
481+ 2.29% |
$85.5K - $127K
|
21.5K
$3.81M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
479New |
$85.1K - $127K
|
479
$85K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
465+ 3.7% |
$82.6K - $123K
|
13K
$2.31M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
464+ 5.04% |
$82.5K - $123K
|
9.67K
$1.72M
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
464+ 6.06% |
$82.5K - $123K
|
8.12K
$1.44M
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
464+ 14.68% |
$82.5K - $123K
|
3.62K
$643K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
462+ 1.08% |
$82.1K - $122K
|
43.4K
$7.7M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
453+ 26.98% |
$80.5K - $120K
|
2.13K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
444+ 2.12% |
$78.9K - $117K
|
21.4K
$3.79M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
440New |
$78.2K - $116K
|
440
$78K
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
439+ 7.29% |
$78K - $116K
|
6.46K
$1.15M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
438+ 384.21% |
$77.8K - $116K
|
552
$97.9K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
431+ 21.26% |
$76.6K - $114K
|
2.46K
$436K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
430New |
$76.4K - $114K
|
430
$76.3K
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
428+ 2.0% |
$76.1K - $113K
|
21.8K
$3.87M
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
424+ 19.91% |
$75.4K - $112K
|
2.55K
$453K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423+ 3.74% |
$75.2K - $112K
|
11.7K
$2.08M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
423+ 134.29% |
$75.2K - $112K
|
738
$131K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
415+ 7.56% |
$73.8K - $110K
|
5.91K
$1.05M
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
414+ 14.05% |
$73.6K - $109K
|
3.36K
$596K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
412+ 2.1% |
$73.2K - $109K
|
20.1K
$3.56M
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
411+ 16.28% |
$73K - $109K
|
2.94K
$521K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
409New |
$72.7K - $108K
|
409
$72.5K
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
396+ 2.78% |
$70.4K - $105K
|
14.6K
$2.59M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
390+ 9.35% |
$69.3K - $103K
|
4.56K
$809K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
386+ 7.6% |
$68.6K - $102K
|
5.47K
$970K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
385+ 30.01% |
$68.4K - $102K
|
1.67K
$296K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
385New |
$68.4K - $102K
|
385
$68.3K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
379+ 360.95% |
$67.4K - $100K
|
484
$85.8K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
376+ 0.36% |
$66.8K - $99.4K
|
106K
$18.7M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
374+ 2.49% |
$66.5K - $98.8K
|
15.4K
$2.73M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
370+ 7.76% |
$65.8K - $97.8K
|
5.14K
$912K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
368+ 0.16% |
$65.4K - $97.3K
|
234K
$41.5M
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
368+ 12.29% |
$65.4K - $97.3K
|
3.36K
$596K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
367+ 2.62% |
$65.2K - $97K
|
14.4K
$2.55M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
367+ 22.43% |
$65.2K - $97K
|
2K
$355K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
366+ 1109.09% |
$65K - $96.7K
|
399
$70.8K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
363+ 9.28% |
$64.5K - $95.9K
|
4.28K
$758K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
360+ 5.42% |
$64K - $95.1K
|
7.01K
$1.24M
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
359+ 6.11% |
$63.8K - $94.9K
|
6.23K
$1.11M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
357+ 11.63% |
$63.4K - $94.3K
|
3.43K
$608K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
350+ 14.22% |
$62.2K - $92.5K
|
2.81K
$499K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
348+ 0.79% |
$61.9K - $92K
|
44.4K
$7.87M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
347+ 5.79% |
$61.7K - $91.7K
|
6.34K
$1.12M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
345+ 6.79% |
$61.3K - $91.2K
|
5.43K
$963K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
342+ 106.88% |
$60.8K - $90.4K
|
662
$117K
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
341+ 1.53% |
$60.6K - $90.1K
|
22.6K
$4.01M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
341+ 1.51% |
$60.6K - $90.1K
|
22.9K
$4.06M
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
339+ 19.09% |
$60.3K - $89.6K
|
2.12K
$375K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
335+ 7.18% |
$59.5K - $88.5K
|
5K
$887K
|