Purchases and Sales Made in Q4 2024 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q4 2024. 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 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.31K- 15.39% |
$180K - $236K
|
7.18K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.33K- 0.48% |
$184K - $241K
|
279K
$52M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.37K- 0.76% |
$189K - $247K
|
178K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.38K- 19.47% |
$191K - $250K
|
5.72K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.4K- 2.91% |
$193K - $252K
|
46.5K
$8.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.47K- 7.7% |
$203K - $265K
|
17.6K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.5K- 3.55% |
$207K - $271K
|
40.8K
$7.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.51K- 5.13% |
$208K - $272K
|
27.8K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.51K- 13.09% |
$209K - $273K
|
10K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.53K- 27.95% |
$211K - $277K
|
3.94K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-1.56K- 2.48% |
$216K - $282K
|
61.4K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.59K- 47.46% |
$220K - $287K
|
1.76K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.61K- 8.7% |
$222K - $291K
|
16.9K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.65K- 5.81% |
$228K - $299K
|
26.8K
$5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.66K- 11.23% |
$229K - $299K
|
13.1K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 36.72% |
$230K - $301K
|
2.87K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.68K- 53.22% |
$233K - $304K
|
1.48K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.69K- 26.18% |
$233K - $305K
|
4.75K
$885K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.69K- 31.87% |
$234K - $306K
|
3.62K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 20.47% |
$234K - $307K
|
6.59K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.7K- 16.58% |
$235K - $307K
|
8.55K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.72K- 15.36% |
$237K - $310K
|
9.46K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 6.34% |
$240K - $314K
|
25.7K
$4.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.82K- 42.39% |
$251K - $328K
|
2.47K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-1.88K- 9.43% |
$259K - $339K
|
18K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.9K- 61.05% |
$262K - $343K
|
1.21K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-1.91K- 6.04% |
$263K - $344K
|
29.7K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.92K- 36.01% |
$265K - $346K
|
3.4K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.94K- 34.78% |
$269K - $351K
|
3.65K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.95K- 35.53% |
$269K - $352K
|
3.54K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.95K- 5.88% |
$270K - $353K
|
31.2K
$5.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.01K- 54.52% |
$277K - $363K
|
1.67K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.04K- 61.61% |
$281K - $368K
|
1.27K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-2.05K- 3.43% |
$283K - $371K
|
57.7K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-2.07K- 3.25% |
$286K - $375K
|
61.7K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.16K- 20.84% |
$299K - $391K
|
8.22K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 56.22% |
$303K - $396K
|
1.71K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.21K- 79.0% |
$306K - $400K
|
588
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.23K- 33.52% |
$308K - $404K
|
4.43K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.24K- 7.3% |
$309K - $404K
|
28.4K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 22.03% |
$312K - $408K
|
8K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 13.95% |
$315K - $411K
|
14K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.3K- 46.07% |
$317K - $415K
|
2.69K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.3K- 8.96% |
$318K - $416K
|
23.4K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.3K- 66.56% |
$318K - $416K
|
1.16K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.34K- 10.57% |
$324K - $423K
|
19.8K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.35K- 20.0% |
$325K - $425K
|
9.41K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.49K- 99.4% |
$343K - $449K
|
15
$2.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.55K- 31.42% |
$352K - $460K
|
5.56K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.56K- 15.31% |
$354K - $463K
|
14.2K
$2.64M
|