Purchases and Sales Made in Q1 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
400+ 21.76% |
$78.1K - $87.4K
|
2.24K
$381K
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
400+ 5.1% |
$78.1K - $87.4K
|
8.25K
$1.4M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 1.1% |
$78.1K - $87.4K
|
36.6K
$6.22M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
395+ 74.39% |
$77.2K - $86.3K
|
926
$157K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
395+ 29.63% |
$77.2K - $86.3K
|
1.73K
$294K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
394+ 8.43% |
$77K - $86.1K
|
5.07K
$862K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
392+ 17.02% |
$76.6K - $85.6K
|
2.7K
$458K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
391+ 0.37% |
$76.4K - $85.4K
|
106K
$18M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
387+ 1.25% |
$75.6K - $84.5K
|
31.3K
$5.32M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
387+ 1.25% |
$75.6K - $84.5K
|
31.3K
$5.32M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
380+ 50.6% |
$74.2K - $83K
|
1.13K
$192K
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
378+ 8.45% |
$73.8K - $82.6K
|
4.85K
$825K
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
373+ 1.38% |
$72.9K - $81.5K
|
27.3K
$4.65M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
371+ 11.61% |
$72.5K - $81K
|
3.57K
$607K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
362+ 0.66% |
$70.7K - $79.1K
|
55.2K
$9.38M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
361+ 0.67% |
$70.5K - $78.9K
|
54K
$9.18M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
358+ 4.42% |
$69.9K - $78.2K
|
8.45K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
356New |
$69.5K - $77.8K
|
356
$60.5K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
351+ 26.51% |
$68.6K - $76.7K
|
1.68K
$285K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
349+ 4.88% |
$68.2K - $76.2K
|
7.5K
$1.28M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
349+ 2.52% |
$68.2K - $76.2K
|
14.2K
$2.42M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
343+ 5.45% |
$67K - $74.9K
|
6.64K
$1.13M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
342+ 5.12% |
$66.8K - $74.7K
|
7.02K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
328+ 4.47% |
$64.1K - $71.7K
|
7.67K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
327+ 6.15% |
$63.9K - $71.4K
|
5.65K
$960K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
323+ 20.05% |
$63.1K - $70.6K
|
1.93K
$329K
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
320+ 5.17% |
$62.5K - $69.9K
|
6.51K
$1.11M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
319+ 18.91% |
$62.3K - $69.7K
|
2.01K
$341K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
312+ 1.15% |
$60.9K - $68.2K
|
27.6K
$4.69M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
311+ 6.06% |
$60.8K - $67.9K
|
5.44K
$926K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
311+ 2.07% |
$60.8K - $67.9K
|
15.3K
$2.61M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
309+ 29.1% |
$60.4K - $67.5K
|
1.37K
$233K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
306+ 3.28% |
$59.8K - $66.8K
|
9.63K
$1.64M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
305+ 15.75% |
$59.6K - $66.6K
|
2.24K
$381K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
303+ 21.5% |
$59.2K - $66.2K
|
1.71K
$291K
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
302+ 1.2% |
$59K - $66K
|
25.4K
$4.32M
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
300+ 1.38% |
$58.6K - $65.5K
|
22.1K
$3.76M
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
295+ 20.12% |
$57.6K - $64.4K
|
1.76K
$299K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
295+ 10.6% |
$57.6K - $64.4K
|
3.08K
$523K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
294+ 15.26% |
$57.4K - $64.2K
|
2.22K
$378K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
294+ 5.53% |
$57.4K - $64.2K
|
5.61K
$954K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
294+ 5.66% |
$57.4K - $64.2K
|
5.49K
$933K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
286+ 4.42% |
$55.9K - $62.5K
|
6.76K
$1.15M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
282+ 2.22% |
$55.1K - $61.6K
|
13K
$2.21M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
281+ 5.21% |
$54.9K - $61.4K
|
5.68K
$965K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
280+ 22.42% |
$54.7K - $61.2K
|
1.53K
$260K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
280+ 22.42% |
$54.7K - $61.2K
|
1.53K
$260K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
279+ 1.48% |
$54.5K - $60.9K
|
19.2K
$3.26M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
279+ 4.37% |
$54.5K - $60.9K
|
6.66K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
276+ 2.62% |
$53.9K - $60.3K
|
10.8K
$1.84M
|