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 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
86+ 2.07% |
$15.3K - $22.7K
|
4.23K
$751K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
85+ 3.53% |
$15.1K - $22.5K
|
2.49K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
85+ 0.58% |
$15.1K - $22.5K
|
14.8K
$2.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 1.4% |
$14.6K - $21.7K
|
5.93K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
82+ 2.09% |
$14.6K - $21.7K
|
4.01K
$711K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
82New |
$14.6K - $21.7K
|
82
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
80New |
$14.2K - $21.1K
|
80
$14.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
79+ 3.47% |
$14K - $20.9K
|
2.35K
$417K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
78+ 1.16% |
$13.9K - $20.6K
|
6.8K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
78+ 2.0% |
$13.9K - $20.6K
|
3.97K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
78+ 1.86% |
$13.9K - $20.6K
|
4.28K
$758K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
75New |
$13.3K - $19.8K
|
75
$13.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
75+ 2.22% |
$13.3K - $19.8K
|
3.45K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
75+ 5.3% |
$13.3K - $19.8K
|
1.49K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
75+ 2.59% |
$13.3K - $19.8K
|
2.97K
$526K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 3.52% |
$13.3K - $19.8K
|
2.21K
$391K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
72+ 4.76% |
$12.8K - $19K
|
1.58K
$281K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
71+ 1.41% |
$12.6K - $18.8K
|
5.11K
$906K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70+ 1.77% |
$12.4K - $18.5K
|
4.04K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
70+ 0.34% |
$12.4K - $18.5K
|
20.6K
$3.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
68+ 1.43% |
$12.1K - $18K
|
4.82K
$855K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 18.63% |
$12.1K - $18K
|
433
$76.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
66+ 0.82% |
$11.7K - $17.4K
|
8.09K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
66+ 1.26% |
$11.7K - $17.4K
|
5.29K
$939K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 1.92% |
$11.6K - $17.2K
|
3.46K
$613K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
65New |
$11.6K - $17.2K
|
65
$11.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
64+ 2.22% |
$11.4K - $16.9K
|
2.95K
$524K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
61+ 15.17% |
$10.8K - $16.1K
|
463
$82.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
60New |
$10.7K - $15.9K
|
60
$10.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60+ 2.49% |
$10.7K - $15.9K
|
2.47K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
60+ 4.28% |
$10.7K - $15.9K
|
1.46K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 0.76% |
$10.7K - $15.9K
|
7.98K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
58+ 3.66% |
$10.3K - $15.3K
|
1.64K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
58+ 1.29% |
$10.3K - $15.3K
|
4.54K
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
58+ 0.63% |
$10.3K - $15.3K
|
9.21K
$1.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
57+ 3.04% |
$10.1K - $15.1K
|
1.93K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
57+ 2.05% |
$10.1K - $15.1K
|
2.83K
$503K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
56+ 1.1% |
$9.95K - $14.8K
|
5.13K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56+ 0.89% |
$9.95K - $14.8K
|
6.35K
$1.13M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56+ 0.38% |
$9.95K - $14.8K
|
14.9K
$2.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
55New |
$9.78K - $14.5K
|
55
$9.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
54+ 0.62% |
$9.6K - $14.3K
|
8.83K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
54+ 1.01% |
$9.6K - $14.3K
|
5.39K
$956K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
54+ 1.73% |
$9.6K - $14.3K
|
3.18K
$563K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
53+ 0.89% |
$9.42K - $14K
|
5.98K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
53New |
$9.42K - $14K
|
53
$9.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
52+ 1.72% |
$9.24K - $13.7K
|
3.08K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
52+ 1.8% |
$9.24K - $13.7K
|
2.94K
$522K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
51+ 3.79% |
$9.06K - $13.5K
|
1.4K
$247K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 34.97% |
$8.89K - $13.2K
|
193
$34.2K
|