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 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10+ 0.22% |
$1.95K - $2.18K
|
4.58K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10+ 0.48% |
$1.95K - $2.18K
|
2.07K
$353K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
10+ 0.05% |
$1.95K - $2.18K
|
19.3K
$3.27M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.95K - $2.18K
|
10
$1.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.23% |
$1.76K - $1.97K
|
3.93K
$668K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
9+ 90.0% |
$1.76K - $1.97K
|
19
$3.23K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9+ 3.64% |
$1.76K - $1.97K
|
256
$43.5K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.16% |
$1.76K - $1.97K
|
5.61K
$953K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 4.39% |
$1.76K - $1.97K
|
214
$36.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.56K - $1.75K
|
2.09K
$356K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
8+ 0.04% |
$1.56K - $1.75K
|
20.7K
$3.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 0.8% |
$1.37K - $1.53K
|
877
$149K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7+ 10.45% |
$1.37K - $1.53K
|
74
$12.6K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.96% |
$1.37K - $1.53K
|
733
$125K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7+ 25.0% |
$1.37K - $1.53K
|
35
$5.95K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7+ 0.03% |
$1.37K - $1.53K
|
20K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7+ 0.06% |
$1.37K - $1.53K
|
12.5K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
7+ 0.06% |
$1.37K - $1.53K
|
11.4K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.26% |
$1.17K - $1.31K
|
2.27K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.14% |
$1.17K - $1.31K
|
197
$33.5K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 120.0% |
$1.17K - $1.31K
|
11
$1.87K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 2.49% |
$977 - $1.09K
|
206
$35K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
5+ 0.04% |
$977 - $1.09K
|
11.9K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5+ 0.42% |
$977 - $1.09K
|
1.18K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 5.71% |
$781 - $874
|
74
$12.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
4+ 0.08% |
$781 - $874
|
5.1K
$868K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.75% |
$586 - $655
|
404
$68.7K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3+ 0.02% |
$586 - $655
|
12.1K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2+ 0.09% |
$391 - $437
|
2.11K
$359K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2+ 0.08% |
$391 - $437
|
2.67K
$453K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2+ 0.16% |
$391 - $437
|
1.24K
$210K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$195 - $218
|
1
$170
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 5.0% |
$195 - $218
|
21
$3.57K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.03% |
$195 - $218
|
3.64K
$619K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.06% |
$195 - $218
|
1.75K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.08% |
$195 - $218
|
1.18K
$201K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.08% |
$195 - $218
|
1.3K
$220K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$195 - $218
|
1.71K
$290K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1- 0.08% |
$195 - $218
|
1.21K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.31% |
$195 - $218
|
322
$54.8K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1- -0.0% |
$195 - $218
|
38.9K
$6.62M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.03% |
$195 - $218
|
3.01K
$513K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2- 0.05% |
$391 - $437
|
3.73K
$634K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2- 0.11% |
$391 - $437
|
1.9K
$323K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.08% |
$391 - $437
|
2.51K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-2- 0.1% |
$391 - $437
|
2.02K
$343K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2- 0.16% |
$391 - $437
|
1.27K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2- 0.16% |
$391 - $437
|
1.22K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2- 0.16% |
$391 - $437
|
1.24K
$211K
|