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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101+ 10.86% |
$19.7K - $22.1K
|
1.03K
$175K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 2.34% |
$19.5K - $21.8K
|
4.38K
$745K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
100+ 8.25% |
$19.5K - $21.8K
|
1.31K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 13.79% |
$19.5K - $21.8K
|
825
$140K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 4.26% |
$19.5K - $21.8K
|
2.45K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100+ 100.0% |
$19.5K - $21.8K
|
200
$34K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
98+ 7.74% |
$19.1K - $21.4K
|
1.36K
$232K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
97+ 1.03% |
$18.9K - $21.2K
|
9.55K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
97+ 0.39% |
$18.9K - $21.2K
|
25K
$4.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
96+ 26.59% |
$18.8K - $21K
|
457
$77.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
96+ 1.37% |
$18.8K - $21K
|
7.13K
$1.21M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
95+ 1.01% |
$18.6K - $20.8K
|
9.52K
$1.62M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94+ 5.28% |
$18.4K - $20.5K
|
1.87K
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
93+ 2.03% |
$18.2K - $20.3K
|
4.67K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92+ 0.83% |
$18K - $20.1K
|
11.2K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
91+ 2.76% |
$17.8K - $19.9K
|
3.39K
$576K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
91+ 1.1% |
$17.8K - $19.9K
|
8.35K
$1.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
90+ 1.0% |
$17.6K - $19.7K
|
9.1K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
90+ 1.81% |
$17.6K - $19.7K
|
5.07K
$862K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 1.0% |
$17.6K - $19.7K
|
9.1K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
89+ 1.11% |
$17.4K - $19.4K
|
8.1K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
88+ 5.36% |
$17.2K - $19.2K
|
1.73K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
88+ 1.57% |
$17.2K - $19.2K
|
5.69K
$968K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
86+ 4.97% |
$16.8K - $18.8K
|
1.82K
$309K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
86+ 3.23% |
$16.8K - $18.8K
|
2.75K
$468K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
85+ 6.41% |
$16.6K - $18.6K
|
1.41K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
84+ 4.04% |
$16.4K - $18.3K
|
2.16K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
84+ 494.12% |
$16.4K - $18.3K
|
101
$17.2K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
84+ 0.81% |
$16.4K - $18.3K
|
10.4K
$1.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
81+ 1.4% |
$15.8K - $17.7K
|
5.86K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
81+ 2.99% |
$15.8K - $17.7K
|
2.79K
$474K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
80+ 1.0% |
$15.6K - $17.5K
|
8.11K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
80+ 3.76% |
$15.6K - $17.5K
|
2.21K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
80+ 6.11% |
$15.6K - $17.5K
|
1.39K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
80+ 0.21% |
$15.6K - $17.5K
|
38.1K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80+ 7.55% |
$15.6K - $17.5K
|
1.14K
$194K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77+ 4.24% |
$15K - $16.8K
|
1.89K
$322K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
77+ 14.34% |
$15K - $16.8K
|
614
$104K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
77+ 5.18% |
$15K - $16.8K
|
1.56K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
76+ 0.45% |
$14.8K - $16.6K
|
16.9K
$2.88M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 1.47% |
$14.7K - $16.4K
|
5.19K
$883K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
75+ 1.99% |
$14.7K - $16.4K
|
3.84K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
75+ 0.21% |
$14.7K - $16.4K
|
35.1K
$5.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
73+ 3.68% |
$14.3K - $15.9K
|
2.06K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
72+ 2.35% |
$14.1K - $15.7K
|
3.13K
$533K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
72+ 4.0% |
$14.1K - $15.7K
|
1.87K
$318K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
70+ 1.45% |
$13.7K - $15.3K
|
4.9K
$833K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
67+ 1.91% |
$13.1K - $14.6K
|
3.57K
$606K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
66+ 3.27% |
$12.9K - $14.4K
|
2.08K
$354K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
66+ 5.9% |
$12.9K - $14.4K
|
1.19K
$202K
|