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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21New |
$4.1K - $4.59K
|
21
$3.57K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 2.85% |
$3.91K - $4.37K
|
721
$123K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 2.97% |
$3.91K - $4.37K
|
693
$118K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
20+ 0.37% |
$3.91K - $4.37K
|
5.49K
$933K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$3.91K - $4.37K
|
20
$3.4K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
20+ 1.12% |
$3.91K - $4.37K
|
1.81K
$308K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19+ 0.89% |
$3.71K - $4.15K
|
2.15K
$366K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
18+ 0.28% |
$3.52K - $3.93K
|
6.5K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18+ 13.74% |
$3.52K - $3.93K
|
149
$25.3K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
18+ 0.45% |
$3.52K - $3.93K
|
4.02K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18+ 0.39% |
$3.52K - $3.93K
|
4.68K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
18+ 0.96% |
$3.52K - $3.93K
|
1.9K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18+ 8.7% |
$3.52K - $3.93K
|
225
$38.3K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
18+ 0.68% |
$3.52K - $3.93K
|
2.68K
$456K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
16+ 1.6% |
$3.13K - $3.5K
|
1.02K
$173K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
15+ 1.16% |
$2.93K - $3.28K
|
1.31K
$222K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 12.0% |
$2.93K - $3.28K
|
140
$23.8K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
15+ 1.14% |
$2.93K - $3.28K
|
1.33K
$226K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.08% |
$2.93K - $3.28K
|
19.7K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
15+ 0.13% |
$2.93K - $3.28K
|
11.4K
$1.94M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 12.0% |
$2.93K - $3.28K
|
140
$23.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
14+ 0.71% |
$2.73K - $3.06K
|
1.98K
$337K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14New |
$2.73K - $3.06K
|
14
$2.38K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
14New |
$2.73K - $3.06K
|
14
$2.38K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
14+ 0.7% |
$2.73K - $3.06K
|
2.01K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
14+ 0.08% |
$2.73K - $3.06K
|
17.6K
$2.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
13+ 0.28% |
$2.54K - $2.84K
|
4.58K
$778K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 12.87% |
$2.54K - $2.84K
|
114
$19.4K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13+ 0.33% |
$2.54K - $2.84K
|
3.99K
$679K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
13+ 76.47% |
$2.54K - $2.84K
|
30
$5.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13+ 5.04% |
$2.54K - $2.84K
|
271
$46.1K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13New |
$2.54K - $2.84K
|
13
$2.21K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
12+ 0.99% |
$2.34K - $2.62K
|
1.22K
$208K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
12+ 0.24% |
$2.34K - $2.62K
|
5.11K
$869K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 1.03% |
$2.34K - $2.62K
|
1.17K
$199K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.51% |
$2.15K - $2.4K
|
2.18K
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11+ 0.21% |
$2.15K - $2.4K
|
5.27K
$896K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.63% |
$2.15K - $2.4K
|
1.76K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$2.15K - $2.4K
|
11
$1.87K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
11+ 0.6% |
$2.15K - $2.4K
|
1.85K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
11+ 0.57% |
$2.15K - $2.4K
|
1.94K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
11New |
$2.15K - $2.4K
|
11
$1.87K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
11+ 0.4% |
$2.15K - $2.4K
|
2.78K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
11+ 0.51% |
$2.15K - $2.4K
|
2.17K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
10+ 0.29% |
$1.95K - $2.18K
|
3.42K
$582K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
10+ 0.82% |
$1.95K - $2.18K
|
1.22K
$208K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10+ 0.93% |
$1.95K - $2.18K
|
1.08K
$184K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10+ 0.6% |
$1.95K - $2.18K
|
1.68K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.14% |
$1.95K - $2.18K
|
7.2K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10New |
$1.95K - $2.18K
|
10
$1.7K
|