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 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.04% |
$178 - $264
|
2.22K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.07% |
$178 - $264
|
1.43K
$254K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.05% |
$178 - $264
|
2K
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-2- 0.01% |
$355 - $529
|
15.1K
$2.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2- 0.17% |
$355 - $529
|
1.2K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2- 0.05% |
$355 - $529
|
4.21K
$746K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2- 0.01% |
$355 - $529
|
17.4K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2- 0.18% |
$355 - $529
|
1.13K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.23% |
$355 - $529
|
875
$155K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3- 0.24% |
$533 - $793
|
1.27K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.22% |
$533 - $793
|
1.38K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3- 0.26% |
$533 - $793
|
1.15K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3- 0.07% |
$533 - $793
|
4.27K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-3- 0.34% |
$533 - $793
|
883
$157K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4- -0.0% |
$711 - $1.06K
|
117K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4- 0.04% |
$711 - $1.06K
|
10.1K
$1.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4- 0.18% |
$711 - $1.06K
|
2.22K
$394K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4- 0.11% |
$711 - $1.06K
|
3.78K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-5- 0.16% |
$889 - $1.32K
|
3.09K
$548K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5- 1.23% |
$889 - $1.32K
|
400
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5- 0.07% |
$889 - $1.32K
|
6.81K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.24% |
$889 - $1.32K
|
2.12K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5- 0.39% |
$889 - $1.32K
|
1.27K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-5- 0.26% |
$889 - $1.32K
|
1.89K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.38% |
$889 - $1.32K
|
1.3K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5- 0.25% |
$889 - $1.32K
|
2.01K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5- 0.14% |
$889 - $1.32K
|
3.62K
$641K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-5- 1.07% |
$889 - $1.32K
|
464
$82.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 2.71% |
$1.07K - $1.59K
|
215
$38.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-6- 0.2% |
$1.07K - $1.59K
|
3.01K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.24% |
$1.07K - $1.59K
|
2.51K
$445K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7- 0.12% |
$1.24K - $1.85K
|
5.99K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-7- 0.12% |
$1.24K - $1.85K
|
6.02K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7- 0.34% |
$1.24K - $1.85K
|
2.08K
$368K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-8- 0.14% |
$1.42K - $2.11K
|
5.76K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-8- 0.78% |
$1.42K - $2.11K
|
1.01K
$180K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8- 5.97% |
$1.42K - $2.11K
|
126
$22.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-9- 0.07% |
$1.6K - $2.38K
|
12.2K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.55% |
$1.6K - $2.38K
|
1.61K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.22% |
$1.6K - $2.38K
|
4.04K
$716K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 0.33% |
$1.78K - $2.64K
|
3.06K
$543K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$1.78K - $2.64K
|
6.48K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 8.55% |
$1.78K - $2.64K
|
107
$19K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10- 0.29% |
$1.78K - $2.64K
|
3.38K
$599K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.74% |
$1.78K - $2.64K
|
1.34K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10- 0.09% |
$1.78K - $2.64K
|
11.6K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-10- 0.11% |
$1.78K - $2.64K
|
9.17K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 2.17% |
$1.78K - $2.64K
|
450
$79.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-11- 2.63% |
$1.96K - $2.91K
|
408
$72.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-11- 0.78% |
$1.96K - $2.91K
|
1.4K
$248K
|