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 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-335- 6.96% |
$59.5K - $88.5K
|
4.48K
$794K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 1.89% |
$60.4K - $89.9K
|
17.6K
$3.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-345- 12.39% |
$61.3K - $91.2K
|
2.44K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-350- 7.64% |
$62.2K - $92.5K
|
4.23K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-350- 10.19% |
$62.2K - $92.5K
|
3.09K
$547K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-353- 29.03% |
$62.7K - $93.3K
|
863
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-356- 0.86% |
$63.3K - $94.1K
|
40.8K
$7.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-360- 4.93% |
$64K - $95.1K
|
6.95K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-360- 6.5% |
$64K - $95.1K
|
5.18K
$918K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-368- 13.93% |
$65.4K - $97.3K
|
2.27K
$403K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-369- 14.39% |
$65.6K - $97.5K
|
2.2K
$389K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-371- 2.66% |
$65.9K - $98K
|
13.6K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-372- 5.35% |
$66.1K - $98.3K
|
6.58K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-376- 0.77% |
$66.8K - $99.4K
|
48.5K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-376- 2.29% |
$66.8K - $99.4K
|
16K
$2.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-378- 2.63% |
$67.2K - $99.9K
|
14K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-380- 1.11% |
$67.5K - $100K
|
34K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-381- 1.86% |
$67.7K - $101K
|
20.1K
$3.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-382- 16.48% |
$67.9K - $101K
|
1.94K
$343K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-383- 4.28% |
$68.1K - $101K
|
8.57K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-383- 9.4% |
$68.1K - $101K
|
3.69K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-383- 4.28% |
$68.1K - $101K
|
8.57K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-385- 22.84% |
$68.4K - $102K
|
1.3K
$231K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-390- 12.1% |
$69.3K - $103K
|
2.83K
$502K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-390- 14.31% |
$69.3K - $103K
|
2.34K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-394- 12.43% |
$70K - $104K
|
2.78K
$492K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 30.77% |
$71.1K - $106K
|
900
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-400- 7.89% |
$71.1K - $106K
|
4.67K
$828K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-405- 4.1% |
$72K - $107K
|
9.47K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-406- 2.25% |
$72.2K - $107K
|
17.6K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-409- 0.5% |
$72.7K - $108K
|
81K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-412- 6.61% |
$73.2K - $109K
|
5.82K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-412- 10.53% |
$73.2K - $109K
|
3.5K
$621K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-414- 4.94% |
$73.6K - $109K
|
7.97K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-418- 1.68% |
$74.3K - $110K
|
24.4K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-420- 4.8% |
$74.6K - $111K
|
8.33K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-421- 2.16% |
$74.8K - $111K
|
19K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-425- 4.01% |
$75.5K - $112K
|
10.2K
$1.8M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-426- 7.17% |
$75.7K - $113K
|
5.51K
$978K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-427- 6.79% |
$75.9K - $113K
|
5.86K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-429- 3.47% |
$76.2K - $113K
|
11.9K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-429- 25.8% |
$76.2K - $113K
|
1.23K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-432- 16.22% |
$76.8K - $114K
|
2.23K
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-435- 19.95% |
$77.3K - $115K
|
1.75K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-435- 3.1% |
$77.3K - $115K
|
13.6K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-436- 11.28% |
$77.5K - $115K
|
3.43K
$608K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-440- 21.35% |
$78.2K - $116K
|
1.62K
$287K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-445- 5.76% |
$79.1K - $118K
|
7.29K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-447- 4.64% |
$79.4K - $118K
|
9.19K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-448- 2.36% |
$79.6K - $118K
|
18.5K
$3.28M
|