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 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 4.04% |
$8.89K - $13.2K
|
1.19K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-50- 0.58% |
$8.89K - $13.2K
|
8.63K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-50- 4.15% |
$8.89K - $13.2K
|
1.16K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-50- 4.77% |
$8.89K - $13.2K
|
999
$177K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-50- 11.11% |
$8.89K - $13.2K
|
400
$70.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-50- 1.32% |
$8.89K - $13.2K
|
3.75K
$664K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-50- 24.63% |
$8.89K - $13.2K
|
153
$27.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.88% |
$8.89K - $13.2K
|
5.62K
$996K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-50- 11.11% |
$8.89K - $13.2K
|
400
$70.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-51- 2.33% |
$9.06K - $13.5K
|
2.14K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-52- 3.93% |
$9.24K - $13.7K
|
1.27K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-52- 0.93% |
$9.24K - $13.7K
|
5.51K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-54- 0.58% |
$9.6K - $14.3K
|
9.29K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-54- 1.7% |
$9.6K - $14.3K
|
3.12K
$553K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-55- 3.44% |
$9.78K - $14.5K
|
1.54K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-55- 2.5% |
$9.78K - $14.5K
|
2.15K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-55- 0.49% |
$9.78K - $14.5K
|
11.1K
$1.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-56- 4.69% |
$9.95K - $14.8K
|
1.14K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-56- 4.58% |
$9.95K - $14.8K
|
1.17K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-58- 0.37% |
$10.3K - $15.3K
|
15.7K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-58- 4.17% |
$10.3K - $15.3K
|
1.33K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-58- 3.96% |
$10.3K - $15.3K
|
1.41K
$249K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 31.69% |
$10.3K - $15.3K
|
125
$22.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-60- 8.14% |
$10.7K - $15.9K
|
677
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-61- 2.23% |
$10.8K - $16.1K
|
2.67K
$473K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-61- 2.23% |
$10.8K - $16.1K
|
2.67K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-62- 1.68% |
$11K - $16.4K
|
3.63K
$644K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-63- 2.98% |
$11.2K - $16.6K
|
2.05K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-64- 3.93% |
$11.4K - $16.9K
|
1.56K
$277K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-65- 3.22% |
$11.6K - $17.2K
|
1.95K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-65- 1.22% |
$11.6K - $17.2K
|
5.27K
$935K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-66- 0.21% |
$11.7K - $17.4K
|
30.8K
$5.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-66- 2.47% |
$11.7K - $17.4K
|
2.6K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-66- 3.16% |
$11.7K - $17.4K
|
2.03K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-66- 0.52% |
$11.7K - $17.4K
|
12.7K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-67- 3.05% |
$11.9K - $17.7K
|
2.13K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-67- 1.04% |
$11.9K - $17.7K
|
6.38K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-67- 2.5% |
$11.9K - $17.7K
|
2.61K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-67- 1.41% |
$11.9K - $17.7K
|
4.69K
$832K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-68- 2.33% |
$12.1K - $18K
|
2.85K
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-68- 0.29% |
$12.1K - $18K
|
23.7K
$4.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-68- 12.14% |
$12.1K - $18K
|
492
$87.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-69- 2.07% |
$12.3K - $18.2K
|
3.26K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-69- 1.65% |
$12.3K - $18.2K
|
4.11K
$728K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-70- 2.02% |
$12.4K - $18.5K
|
3.39K
$601K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-70- 1.39% |
$12.4K - $18.5K
|
4.95K
$878K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-70- 3.0% |
$12.4K - $18.5K
|
2.27K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-70- 1.7% |
$12.4K - $18.5K
|
4.05K
$719K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-71- 3.13% |
$12.6K - $18.8K
|
2.2K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-71- 3.56% |
$12.6K - $18.8K
|
1.93K
$342K
|