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 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
12+ 1.08% |
$2.13K - $3.17K
|
1.12K
$198K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.36% |
$2.13K - $3.17K
|
3.37K
$597K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.61% |
$2.13K - $3.17K
|
1.97K
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12+ 0.71% |
$2.13K - $3.17K
|
1.7K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 2.33% |
$2.13K - $3.17K
|
526
$93.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11+ 0.87% |
$1.96K - $2.91K
|
1.27K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11+ 0.36% |
$1.96K - $2.91K
|
3.08K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11+ 1.35% |
$1.96K - $2.91K
|
828
$147K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 1.07% |
$1.96K - $2.91K
|
1.04K
$184K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
10+ 0.2% |
$1.78K - $2.64K
|
5.08K
$902K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 0.7% |
$1.78K - $2.64K
|
1.44K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.34% |
$1.78K - $2.64K
|
2.91K
$516K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 200.0% |
$1.78K - $2.64K
|
15
$2.66K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9+ 0.44% |
$1.6K - $2.38K
|
2.07K
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
9+ 0.25% |
$1.6K - $2.38K
|
3.59K
$636K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9+ 0.7% |
$1.6K - $2.38K
|
1.29K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9+ 0.73% |
$1.6K - $2.38K
|
1.25K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
8+ 0.09% |
$1.42K - $2.11K
|
8.82K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.19% |
$1.24K - $1.85K
|
3.68K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 2.8% |
$1.07K - $1.59K
|
220
$39K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6+ 0.45% |
$1.07K - $1.59K
|
1.34K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
$1.07K - $1.59K
|
5.42K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6+ 0.55% |
$1.07K - $1.59K
|
1.1K
$195K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
6+ 0.07% |
$1.07K - $1.59K
|
8.24K
$1.46M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6New |
$1.07K - $1.59K
|
6
$1.06K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5+ 0.41% |
$889 - $1.32K
|
1.22K
$217K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.17% |
$889 - $1.32K
|
3.01K
$534K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5+ 3.85% |
$889 - $1.32K
|
135
$23.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 0.38% |
$889 - $1.32K
|
1.32K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$889 - $1.32K
|
5
$887
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4+ 0.21% |
$711 - $1.06K
|
1.95K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.03% |
$711 - $1.06K
|
13.8K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4+ 0.18% |
$711 - $1.06K
|
2.21K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3+ 0.04% |
$533 - $793
|
6.89K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3+ 0.55% |
$533 - $793
|
547
$97K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$533 - $793
|
5.29K
$939K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$533 - $793
|
3
$532
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$355 - $529
|
2
$355
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2New |
$355 - $529
|
2
$355
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$178 - $264
|
1.27K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$178 - $264
|
3.8K
$674K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1+ 0.01% |
$178 - $264
|
8.7K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.14% |
$178 - $264
|
739
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.08% |
$178 - $264
|
1.24K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.03% |
$178 - $264
|
3.08K
$546K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.95% |
$178 - $264
|
106
$18.8K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$178 - $264
|
18.7K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1- 0.08% |
$178 - $264
|
1.21K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1- 0.06% |
$178 - $264
|
1.59K
$281K
|