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 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
334+ 12.47% |
$59.4K - $88.3K
|
3.01K
$534K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
326+ 20.19% |
$57.9K - $86.2K
|
1.94K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
326+ 5.83% |
$57.9K - $86.2K
|
5.92K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
326+ 10.07% |
$57.9K - $86.2K
|
3.56K
$632K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
326+ 20.19% |
$57.9K - $86.2K
|
1.94K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
323+ 9.62% |
$57.4K - $85.4K
|
3.68K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
323+ 9.34% |
$57.4K - $85.4K
|
3.78K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
322+ 24.69% |
$57.2K - $85.1K
|
1.63K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
322+ 16.14% |
$57.2K - $85.1K
|
2.32K
$411K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
320New |
$56.9K - $84.6K
|
320
$56.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
319+ 13.99% |
$56.7K - $84.3K
|
2.6K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
318+ 0.77% |
$56.5K - $84K
|
41.7K
$7.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
316New |
$56.2K - $83.5K
|
316
$56K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
315+ 1.33% |
$56K - $83.2K
|
24K
$4.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
313+ 6.38% |
$55.6K - $82.7K
|
5.22K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
313+ 0.16% |
$55.6K - $82.7K
|
197K
$34.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
311+ 2.03% |
$55.3K - $82.2K
|
15.6K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
308+ 12.63% |
$54.7K - $81.4K
|
2.75K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
307+ 1.4% |
$54.6K - $81.1K
|
22.3K
$3.95M
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
305+ 0.17% |
$54.2K - $80.6K
|
183K
$32.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
302+ 15.42% |
$53.7K - $79.8K
|
2.26K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
300+ 1.08% |
$53.3K - $79.3K
|
28.1K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300+ 103.45% |
$53.3K - $79.3K
|
590
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
300+ 4.57% |
$53.3K - $79.3K
|
6.86K
$1.22M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
291+ 0.52% |
$51.7K - $76.9K
|
56.5K
$10M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
287+ 13.52% |
$51K - $75.8K
|
2.41K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
287+ 17.08% |
$51K - $75.8K
|
1.97K
$349K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
286+ 6.76% |
$50.8K - $75.6K
|
4.52K
$801K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
285+ 2.49% |
$50.7K - $75.3K
|
11.7K
$2.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
285+ 12.64% |
$50.7K - $75.3K
|
2.54K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
281+ 1.68% |
$49.9K - $74.3K
|
17K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
281New |
$49.9K - $74.3K
|
281
$49.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
280+ 7.47% |
$49.8K - $74K
|
4.03K
$715K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
280New |
$49.8K - $74K
|
280
$49.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
279+ 21.28% |
$49.6K - $73.7K
|
1.59K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
278+ 1.7% |
$49.4K - $73.5K
|
16.6K
$2.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
275+ 1.17% |
$48.9K - $72.7K
|
23.7K
$4.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
275+ 4.85% |
$48.9K - $72.7K
|
5.94K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
274+ 3.34% |
$48.7K - $72.4K
|
8.49K
$1.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
272+ 0.25% |
$48.3K - $71.9K
|
111K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
272+ 6.48% |
$48.3K - $71.9K
|
4.47K
$793K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
268+ 0.48% |
$47.6K - $70.8K
|
56.6K
$10M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 171.61% |
$47.3K - $70.3K
|
421
$74.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
265+ 22.08% |
$47.1K - $70K
|
1.47K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
264+ 8.71% |
$46.9K - $69.8K
|
3.3K
$584K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
261+ 21.12% |
$46.4K - $69K
|
1.5K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
260+ 37.2% |
$46.2K - $68.7K
|
959
$170K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
259+ 14.83% |
$46K - $68.4K
|
2.01K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
258+ 22.4% |
$45.9K - $68.2K
|
1.41K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
255+ 4.78% |
$45.3K - $67.4K
|
5.59K
$991K
|