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 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
254+ 409.68% |
$45.1K - $67.1K
|
316
$56K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 1.96% |
$44.4K - $66.1K
|
13K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
250+ 9.17% |
$44.4K - $66.1K
|
2.98K
$528K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
250New |
$44.4K - $66.1K
|
250
$44.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
249+ 7.9% |
$44.3K - $65.8K
|
3.4K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
248+ 0.66% |
$44.1K - $65.5K
|
37.8K
$6.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
244+ 5.23% |
$43.4K - $64.5K
|
4.91K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 17.32% |
$43.4K - $64.5K
|
1.65K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
241New |
$42.8K - $63.7K
|
241
$42.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
240+ 21.98% |
$42.7K - $63.4K
|
1.33K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
237+ 2.56% |
$42.1K - $62.6K
|
9.51K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
236+ 4.19% |
$41.9K - $62.4K
|
5.86K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
235+ 8.03% |
$41.8K - $62.1K
|
3.16K
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
234+ 8.31% |
$41.6K - $61.8K
|
3.05K
$541K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
234+ 6.84% |
$41.6K - $61.8K
|
3.66K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
232+ 2.66% |
$41.2K - $61.3K
|
8.97K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
232New |
$41.2K - $61.3K
|
232
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
231+ 14.04% |
$41.1K - $61K
|
1.88K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
230+ 11.5% |
$40.9K - $60.8K
|
2.23K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
228+ 5.29% |
$40.5K - $60.3K
|
4.54K
$805K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
226+ 11.6% |
$40.2K - $59.7K
|
2.17K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
225+ 6.32% |
$40K - $59.5K
|
3.79K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
225+ 9.25% |
$40K - $59.5K
|
2.66K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
224+ 1.41% |
$39.8K - $59.2K
|
16.1K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
224+ 3.62% |
$39.8K - $59.2K
|
6.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
223New |
$39.6K - $58.9K
|
223
$39.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
220New |
$39.1K - $58.1K
|
220
$39K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
219+ 0.0% |
$38.9K - $57.9K
|
48.5M
$8.6B
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
218+ 2.93% |
$38.7K - $57.6K
|
7.66K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
216+ 16.18% |
$38.4K - $57.1K
|
1.55K
$275K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
213+ 1.15% |
$37.9K - $56.3K
|
18.8K
$3.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
212+ 47.11% |
$37.7K - $56K
|
662
$117K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
207+ 2.64% |
$36.8K - $54.7K
|
8.05K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
207+ 3.87% |
$36.8K - $54.7K
|
5.55K
$985K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
202+ 4.49% |
$35.9K - $53.4K
|
4.7K
$834K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
202+ 4.49% |
$35.9K - $53.4K
|
4.7K
$834K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
201+ 4.71% |
$35.7K - $53.1K
|
4.47K
$793K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
201+ 0.15% |
$35.7K - $53.1K
|
137K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
201+ 2.14% |
$35.7K - $53.1K
|
9.6K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
200+ 2.89% |
$35.5K - $52.9K
|
7.12K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 7.41% |
$35.5K - $52.9K
|
2.9K
$514K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 11.49% |
$35.5K - $52.9K
|
1.94K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
200+ 8.14% |
$35.5K - $52.9K
|
2.66K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
200New |
$35.5K - $52.9K
|
200
$35.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
200+ 9.44% |
$35.5K - $52.9K
|
2.32K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200+ 6666.67% |
$35.5K - $52.9K
|
203
$36K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
200+ 4.55% |
$35.5K - $52.9K
|
4.6K
$815K
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
197+ 13.06% |
$35K - $52.1K
|
1.71K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
196+ 2.38% |
$34.8K - $51.8K
|
8.42K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
195+ 5.45% |
$34.7K - $51.5K
|
3.77K
$669K
|