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 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-55- 2.44% |
$10.7K - $12K
|
2.2K
$374K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-55- 0.96% |
$10.7K - $12K
|
5.67K
$964K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-55- 1.66% |
$10.7K - $12K
|
3.25K
$553K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 4.33% |
$10.7K - $12K
|
1.21K
$206K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-55- 2.07% |
$10.7K - $12K
|
2.6K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-55- 0.41% |
$10.7K - $12K
|
13.3K
$2.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-57- 1.46% |
$11.1K - $12.5K
|
3.84K
$652K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-57- 1.1% |
$11.1K - $12.5K
|
5.13K
$873K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-57- 16.43% |
$11.1K - $12.5K
|
290
$49.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-58- 6.61% |
$11.3K - $12.7K
|
819
$139K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 1.14% |
$11.5K - $12.9K
|
5.12K
$871K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-59- 0.97% |
$11.5K - $12.9K
|
6.03K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-59- 0.97% |
$11.5K - $12.9K
|
6.03K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-59- 5.06% |
$11.5K - $12.9K
|
1.11K
$188K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-60- 4.9% |
$11.7K - $13.1K
|
1.16K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-60- 2.73% |
$11.7K - $13.1K
|
2.14K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-61- 0.75% |
$11.9K - $13.3K
|
8.04K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-61- 1.54% |
$11.9K - $13.3K
|
3.91K
$664K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-62- 4.69% |
$12.1K - $13.5K
|
1.26K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-62- 3.01% |
$12.1K - $13.5K
|
2K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-62- 4.94% |
$12.1K - $13.5K
|
1.19K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-62- 1.1% |
$12.1K - $13.5K
|
5.55K
$944K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-64- 2.96% |
$12.5K - $14K
|
2.1K
$356K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-64- 0.82% |
$12.5K - $14K
|
7.76K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-64- 2.16% |
$12.5K - $14K
|
2.89K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-64- 2.64% |
$12.5K - $14K
|
2.36K
$401K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-64- 1.92% |
$12.5K - $14K
|
3.27K
$556K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-65- 5.67% |
$12.7K - $14.2K
|
1.08K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-65- 1.58% |
$12.7K - $14.2K
|
4.04K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-65- 3.45% |
$12.7K - $14.2K
|
1.82K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-65- 5.28% |
$12.7K - $14.2K
|
1.17K
$198K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-65- 0.89% |
$12.7K - $14.2K
|
7.21K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-68- 1.96% |
$13.3K - $14.9K
|
3.41K
$580K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-68- 53.13% |
$13.3K - $14.9K
|
60
$10.2K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-68- 1.08% |
$13.3K - $14.9K
|
6.25K
$1.06M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-68- 1.08% |
$13.3K - $14.9K
|
6.25K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-69- 2.58% |
$13.5K - $15.1K
|
2.6K
$443K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-69- 0.74% |
$13.5K - $15.1K
|
9.21K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-69- 0.42% |
$13.5K - $15.1K
|
16.4K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-69- 86.25% |
$13.5K - $15.1K
|
11
$1.87K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-70- 14.64% |
$13.7K - $15.3K
|
408
$69.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-70- 0.95% |
$13.7K - $15.3K
|
7.28K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 17.79% |
$13.9K - $15.5K
|
328
$55.8K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-71- 4.52% |
$13.9K - $15.5K
|
1.5K
$255K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-72- 5.51% |
$14.1K - $15.7K
|
1.24K
$210K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-72- 1.26% |
$14.1K - $15.7K
|
5.64K
$959K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-73- 2.24% |
$14.3K - $15.9K
|
3.18K
$541K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-75- 0.49% |
$14.7K - $16.4K
|
15.1K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-75- 5.67% |
$14.7K - $16.4K
|
1.25K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-75- 9.25% |
$14.7K - $16.4K
|
736
$125K
|