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 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
194+ 7.46% |
$34.5K - $51.3K
|
2.8K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
194+ 3.74% |
$34.5K - $51.3K
|
5.38K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
189+ 7.54% |
$33.6K - $49.9K
|
2.7K
$478K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
188+ 1.13% |
$33.4K - $49.7K
|
16.8K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
186+ 1.96% |
$33.1K - $49.2K
|
9.68K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
186New |
$33.1K - $49.2K
|
186
$33K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
186New |
$33.1K - $49.2K
|
186
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
185New |
$32.9K - $48.9K
|
185
$32.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
181+ 3.62% |
$32.2K - $47.8K
|
5.18K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
179+ 0.39% |
$31.8K - $47.3K
|
45.7K
$8.11M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
178+ 1.54% |
$31.6K - $47K
|
11.8K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
178+ 10.38% |
$31.6K - $47K
|
1.89K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
177+ 6.85% |
$31.5K - $46.8K
|
2.76K
$490K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
176+ 16.75% |
$31.3K - $46.5K
|
1.23K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
174+ 1.01% |
$30.9K - $46K
|
17.5K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
172+ 0.94% |
$30.6K - $45.5K
|
18.4K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
171+ 2.43% |
$30.4K - $45.2K
|
7.22K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
171+ 5.22% |
$30.4K - $45.2K
|
3.45K
$611K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
170New |
$30.2K - $44.9K
|
170
$30.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
170+ 7.25% |
$30.2K - $44.9K
|
2.52K
$446K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
170+ 0.59% |
$30.2K - $44.9K
|
29.2K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
167+ 8.72% |
$29.7K - $44.1K
|
2.08K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
166+ 11.76% |
$29.5K - $43.9K
|
1.58K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
165+ 2.6% |
$29.3K - $43.6K
|
6.51K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
165+ 2.6% |
$29.3K - $43.6K
|
6.51K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
165+ 1.27% |
$29.3K - $43.6K
|
13.2K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
164+ 5.41% |
$29.1K - $43.3K
|
3.2K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
163+ 370.45% |
$29K - $43.1K
|
207
$36.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
162+ 18.35% |
$28.8K - $42.8K
|
1.05K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
161New |
$28.6K - $42.5K
|
161
$28.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
159+ 1.75% |
$28.3K - $42K
|
9.23K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
158+ 2.47% |
$28.1K - $41.8K
|
6.54K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
155+ 6.26% |
$27.5K - $41K
|
2.63K
$467K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
155+ 3.28% |
$27.5K - $41K
|
4.89K
$867K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
154+ 5.3% |
$27.4K - $40.7K
|
3.06K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
154+ 2.26% |
$27.4K - $40.7K
|
6.98K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
150+ 3.05% |
$26.7K - $39.6K
|
5.06K
$898K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
150+ 6.63% |
$26.7K - $39.6K
|
2.41K
$428K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$26.7K - $39.6K
|
150
$26.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
148+ 0.23% |
$26.3K - $39.1K
|
65.3K
$11.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
147+ 1.59% |
$26.1K - $38.8K
|
9.37K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
143+ 11.69% |
$25.4K - $37.8K
|
1.37K
$242K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
143+ 121.19% |
$25.4K - $37.8K
|
261
$46.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
141+ 11.24% |
$25.1K - $37.3K
|
1.4K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
140+ 7.0% |
$24.9K - $37K
|
2.14K
$380K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139+ 3.54% |
$24.7K - $36.7K
|
4.06K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
139+ 2.85% |
$24.7K - $36.7K
|
5.02K
$891K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
138+ 0.93% |
$24.5K - $36.5K
|
14.9K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 7.36% |
$24.3K - $36.2K
|
2K
$354K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
135+ 4.69% |
$24K - $35.7K
|
3.02K
$535K
|