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 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
50+ 1.16% |
$8.89K - $13.2K
|
4.38K
$777K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
50+ 2.72% |
$8.89K - $13.2K
|
1.89K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.01% |
$8.89K - $13.2K
|
2.54K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.21% |
$8.89K - $13.2K
|
4.2K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
50+ 1.51% |
$8.89K - $13.2K
|
3.36K
$595K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
49+ 1.05% |
$8.71K - $12.9K
|
4.72K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
49+ 1.98% |
$8.71K - $12.9K
|
2.52K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
48+ 0.2% |
$8.53K - $12.7K
|
24.5K
$4.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
47+ 2.7% |
$8.35K - $12.4K
|
1.79K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
47+ 0.49% |
$8.35K - $12.4K
|
9.61K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
47+ 14.83% |
$8.35K - $12.4K
|
364
$64.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
45New |
$8K - $11.9K
|
45
$7.98K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
44+ 3.37% |
$7.82K - $11.6K
|
1.35K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
44+ 0.07% |
$7.82K - $11.6K
|
65.2K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
44+ 2.44% |
$7.82K - $11.6K
|
1.85K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
44+ 0.46% |
$7.82K - $11.6K
|
9.58K
$1.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
42New |
$7.46K - $11.1K
|
42
$7.45K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 3.04% |
$7.46K - $11.1K
|
1.43K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
42+ 1.17% |
$7.46K - $11.1K
|
3.64K
$646K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
42+ 0.92% |
$7.46K - $11.1K
|
4.62K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
42+ 0.49% |
$7.46K - $11.1K
|
8.54K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
41+ 0.11% |
$7.29K - $10.8K
|
38.9K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
41New |
$7.29K - $10.8K
|
41
$7.27K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
40+ 2.95% |
$7.11K - $10.6K
|
1.4K
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
40+ 0.41% |
$7.11K - $10.6K
|
9.82K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
40+ 1.19% |
$7.11K - $10.6K
|
3.41K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
39+ 1.12% |
$6.93K - $10.3K
|
3.51K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 1.03% |
$6.93K - $10.3K
|
3.81K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
39New |
$6.93K - $10.3K
|
39
$6.92K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
38+ 1.94% |
$6.75K - $10K
|
1.99K
$353K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
38+ 5.16% |
$6.75K - $10K
|
774
$137K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
38+ 1.76% |
$6.75K - $10K
|
2.2K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
38+ 1.09% |
$6.75K - $10K
|
3.53K
$625K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
38New |
$6.75K - $10K
|
38
$6.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 9.31% |
$6.75K - $10K
|
446
$79.1K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
38+ 0.05% |
$6.75K - $10K
|
83.9K
$14.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.11% |
$6.22K - $9.25K
|
31.6K
$5.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
35+ 10.51% |
$6.22K - $9.25K
|
368
$65.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
35+ 0.14% |
$6.22K - $9.25K
|
25.2K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
35+ 1.75% |
$6.22K - $9.25K
|
2.04K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
35+ 3.31% |
$6.22K - $9.25K
|
1.09K
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
35New |
$6.22K - $9.25K
|
35
$6.21K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
34+ 1.86% |
$6.04K - $8.99K
|
1.86K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
32New |
$5.69K - $8.46K
|
32
$5.68K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
31+ 0.82% |
$5.51K - $8.19K
|
3.81K
$676K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
31+ 1.56% |
$5.51K - $8.19K
|
2.01K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 17.32% |
$5.51K - $8.19K
|
210
$37.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
30+ 1.41% |
$5.33K - $7.93K
|
2.16K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
30+ 2.47% |
$5.33K - $7.93K
|
1.24K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
30+ 1.4% |
$5.33K - $7.93K
|
2.18K
$387K
|