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 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-11- 0.21% |
$1.96K - $2.91K
|
5.17K
$916K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-11- 0.19% |
$1.96K - $2.91K
|
5.84K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12- 0.39% |
$2.13K - $3.17K
|
3.07K
$544K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-12- 0.17% |
$2.13K - $3.17K
|
6.98K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-12- 0.58% |
$2.13K - $3.17K
|
2.05K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 4.88% |
$2.13K - $3.17K
|
234
$41.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-12- 0.44% |
$2.13K - $3.17K
|
2.73K
$485K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-13- 11.4% |
$2.31K - $3.44K
|
101
$17.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-13- 0.67% |
$2.31K - $3.44K
|
1.92K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 50.0% |
$2.31K - $3.44K
|
13
$2.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13- 0.94% |
$2.31K - $3.44K
|
1.37K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 7.95% |
$2.49K - $3.7K
|
162
$28.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-15- 0.11% |
$2.67K - $3.96K
|
13.3K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 0.74% |
$2.67K - $3.96K
|
2.02K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-15- 0.57% |
$2.67K - $3.96K
|
2.63K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.09% |
$2.67K - $3.96K
|
1.37K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-16- 2.73% |
$2.84K - $4.23K
|
571
$101K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-16- 2.47% |
$2.84K - $4.23K
|
633
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16- 0.3% |
$2.84K - $4.23K
|
5.25K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-17- 0.22% |
$3.02K - $4.49K
|
7.73K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-18- 0.5% |
$3.2K - $4.76K
|
3.59K
$637K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-18- 1.57% |
$3.2K - $4.76K
|
1.13K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-18- 1.57% |
$3.2K - $4.76K
|
1.13K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18- 0.83% |
$3.2K - $4.76K
|
2.15K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-19- 1.19% |
$3.38K - $5.02K
|
1.58K
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 4.42% |
$3.55K - $5.29K
|
433
$76.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-20- 1.11% |
$3.55K - $5.29K
|
1.78K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-20- 1.42% |
$3.55K - $5.29K
|
1.39K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-20- 0.17% |
$3.55K - $5.29K
|
11.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-20- 1.04% |
$3.55K - $5.29K
|
1.9K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 1.71% |
$3.73K - $5.55K
|
1.21K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-22- 1.35% |
$3.91K - $5.81K
|
1.61K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 2.43% |
$3.91K - $5.81K
|
883
$157K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 2.43% |
$3.91K - $5.81K
|
883
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 40.35% |
$4.09K - $6.08K
|
34
$6.03K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 1.25% |
$4.27K - $6.34K
|
1.89K
$335K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-25- 1.58% |
$4.44K - $6.61K
|
1.56K
$277K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-25- 8.9% |
$4.44K - $6.61K
|
256
$45.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.83% |
$4.44K - $6.61K
|
1.34K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 0.99% |
$4.44K - $6.61K
|
2.5K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-25- 1.58% |
$4.44K - $6.61K
|
1.56K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-26- 0.6% |
$4.62K - $6.87K
|
4.28K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26- 13.2% |
$4.62K - $6.87K
|
171
$30.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-27- 0.48% |
$4.8K - $7.14K
|
5.62K
$996K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 1.36% |
$4.8K - $7.14K
|
1.96K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-27- 0.52% |
$4.8K - $7.14K
|
5.21K
$924K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-28- 0.14% |
$4.98K - $7.4K
|
20.2K
$3.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-28- 2.29% |
$4.98K - $7.4K
|
1.19K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-28- 1.86% |
$4.98K - $7.4K
|
1.48K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-29- 1.01% |
$5.15K - $7.66K
|
2.86K
$506K
|