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 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
41+ 1.03% |
$8.01K - $8.96K
|
4.03K
$686K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
41+ 0.89% |
$8.01K - $8.96K
|
4.63K
$787K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
40+ 1.54% |
$7.81K - $8.74K
|
2.63K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40+ 3.39% |
$7.81K - $8.74K
|
1.22K
$207K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39+ 1.22% |
$7.62K - $8.52K
|
3.23K
$549K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
39+ 39.0% |
$7.62K - $8.52K
|
139
$23.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 4.42% |
$7.62K - $8.52K
|
921
$157K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
38+ 1.49% |
$7.42K - $8.3K
|
2.59K
$441K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
38+ 1.04% |
$7.42K - $8.3K
|
3.68K
$625K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$7.03K - $7.86K
|
36
$6.12K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
36New |
$7.03K - $7.86K
|
36
$6.12K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
36+ 1.73% |
$7.03K - $7.86K
|
2.11K
$359K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
35+ 1.34% |
$6.84K - $7.65K
|
2.65K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
35New |
$6.84K - $7.65K
|
35
$5.95K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
35+ 58.33% |
$6.84K - $7.65K
|
95
$16.2K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
34+ 34.0% |
$6.64K - $7.43K
|
134
$22.8K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
33+ 0.89% |
$6.45K - $7.21K
|
3.74K
$636K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
32+ 28.57% |
$6.25K - $6.99K
|
144
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
32+ 1.39% |
$6.25K - $6.99K
|
2.34K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
31+ 0.55% |
$6.06K - $6.77K
|
5.64K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
31+ 1.29% |
$6.06K - $6.77K
|
2.44K
$415K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
29+ 1.89% |
$5.67K - $6.34K
|
1.56K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
29+ 2.46% |
$5.67K - $6.34K
|
1.21K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29+ 4.87% |
$5.67K - $6.34K
|
624
$106K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
29+ 138.1% |
$5.67K - $6.34K
|
50
$8.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
27+ 0.86% |
$5.27K - $5.9K
|
3.17K
$539K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
27+ 7.32% |
$5.27K - $5.9K
|
396
$67.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26+ 1.47% |
$5.08K - $5.68K
|
1.79K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 0.15% |
$5.08K - $5.68K
|
17.3K
$2.95M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
26+ 0.78% |
$5.08K - $5.68K
|
3.36K
$572K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
25+ 50.0% |
$4.88K - $5.46K
|
75
$12.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
25+ 0.42% |
$4.88K - $5.46K
|
5.97K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.58% |
$4.88K - $5.46K
|
4.37K
$743K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
25+ 1.53% |
$4.88K - $5.46K
|
1.66K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25+ 12.25% |
$4.88K - $5.46K
|
229
$38.9K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25+ 0.59% |
$4.88K - $5.46K
|
4.25K
$722K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.18% |
$4.88K - $5.46K
|
14.1K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
25+ 0.74% |
$4.88K - $5.46K
|
3.41K
$581K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 2.06% |
$4.69K - $5.24K
|
1.19K
$202K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
24+ 0.45% |
$4.69K - $5.24K
|
5.41K
$921K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 2.05% |
$4.69K - $5.24K
|
1.19K
$203K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 3.8% |
$4.49K - $5.02K
|
629
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23+ 0.8% |
$4.49K - $5.02K
|
2.89K
$491K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 0.77% |
$4.49K - $5.02K
|
3K
$511K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
23+ 0.37% |
$4.49K - $5.02K
|
6.17K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$4.3K - $4.81K
|
22
$3.74K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 1.55% |
$4.1K - $4.59K
|
1.37K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
21New |
$4.1K - $4.59K
|
21
$3.57K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21+ 1.62% |
$4.1K - $4.59K
|
1.32K
$225K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21+ 0.22% |
$4.1K - $4.59K
|
9.56K
$1.63M
|