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 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3- 0.23% |
$586 - $655
|
1.33K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3- 0.04% |
$586 - $655
|
6.82K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$586 - $655
|
2.1K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 12.5% |
$586 - $655
|
21
$3.57K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 19.05% |
$781 - $874
|
17
$2.89K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4- 0.28% |
$781 - $874
|
1.41K
$239K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.37% |
$977 - $1.09K
|
1.34K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-5- 0.08% |
$977 - $1.09K
|
6.44K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-5- 0.16% |
$977 - $1.09K
|
3.07K
$522K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.39% |
$977 - $1.09K
|
1.27K
$216K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 1.3% |
$977 - $1.09K
|
381
$64.8K
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-5- 0.25% |
$977 - $1.09K
|
2K
$340K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$977 - $1.09K
|
23.7K
$4.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-6- 0.16% |
$1.17K - $1.31K
|
3.75K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.2% |
$1.17K - $1.31K
|
2.98K
$506K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6- 0.54% |
$1.17K - $1.31K
|
1.1K
$187K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-6- 0.14% |
$1.17K - $1.31K
|
4.36K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6- 0.46% |
$1.17K - $1.31K
|
1.29K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.59% |
$1.37K - $1.53K
|
1.17K
$199K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.75% |
$1.37K - $1.53K
|
921
$157K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8- 0.59% |
$1.56K - $1.75K
|
1.35K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-8- 2.14% |
$1.56K - $1.75K
|
365
$62.1K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-8- 0.54% |
$1.56K - $1.75K
|
1.49K
$253K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-9- 0.41% |
$1.76K - $1.97K
|
2.16K
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 3.93% |
$1.76K - $1.97K
|
220
$37.4K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-9- 0.25% |
$1.76K - $1.97K
|
3.65K
$621K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-10- 0.66% |
$1.95K - $2.18K
|
1.51K
$256K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-10- 0.21% |
$1.95K - $2.18K
|
4.75K
$807K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-10- 0.51% |
$1.95K - $2.18K
|
1.95K
$331K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 0.47% |
$1.95K - $2.18K
|
2.14K
$364K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10- 0.57% |
$1.95K - $2.18K
|
1.76K
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10- 0.75% |
$1.95K - $2.18K
|
1.32K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.38% |
$1.95K - $2.18K
|
2.6K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-10- 0.16% |
$1.95K - $2.18K
|
6.21K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10- 0.8% |
$1.95K - $2.18K
|
1.24K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-10- 0.53% |
$1.95K - $2.18K
|
1.89K
$322K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 0.35% |
$2.15K - $2.4K
|
3.13K
$532K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11- 0.34% |
$2.15K - $2.4K
|
3.23K
$550K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-12- 1.78% |
$2.34K - $2.62K
|
664
$113K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 1.23% |
$2.34K - $2.62K
|
966
$164K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.83% |
$2.34K - $2.62K
|
1.44K
$245K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-13- 0.57% |
$2.54K - $2.84K
|
2.25K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13- 0.39% |
$2.54K - $2.84K
|
3.32K
$565K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13- 0.51% |
$2.54K - $2.84K
|
2.54K
$432K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 0.73% |
$2.54K - $2.84K
|
1.77K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.8% |
$2.54K - $2.84K
|
1.6K
$272K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-14- 2.54% |
$2.73K - $3.06K
|
538
$91.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-14- 0.11% |
$2.73K - $3.06K
|
12.2K
$2.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-15- 0.3% |
$2.93K - $3.28K
|
4.93K
$838K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-15- 0.4% |
$2.93K - $3.28K
|
3.77K
$641K
|