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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.16K- 4.05% |
$226K - $252K
|
27.3K
$4.65M
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.44% |
$226K - $253K
|
46.4K
$7.89M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.18K- 8.02% |
$230K - $257K
|
13.5K
$2.29M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 12.9% |
$231K - $259K
|
8K
$1.36M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.19K- 6.65% |
$232K - $259K
|
16.7K
$2.84M
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.19K- 10.74% |
$232K - $260K
|
9.88K
$1.68M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 7.25% |
$239K - $267K
|
15.7K
$2.66M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.25K- 28.93% |
$244K - $273K
|
3.07K
$522K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.26K- 0.68% |
$246K - $275K
|
184K
$31.3M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.29K- 20.7% |
$252K - $282K
|
4.95K
$842K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 29.58% |
$253K - $283K
|
3.09K
$525K
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.31K- 3.83% |
$256K - $286K
|
32.8K
$5.58M
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.31K- 20.39% |
$256K - $286K
|
5.11K
$870K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.32K- 10.09% |
$258K - $289K
|
11.8K
$2.01M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.32KClosed |
$259K - $289K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.33K- 5.65% |
$259K - $290K
|
22.2K
$3.77M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.34K- 7.74% |
$261K - $292K
|
15.9K
$2.71M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.37K- 36.14% |
$267K - $299K
|
2.42K
$411K
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.38K- 26.51% |
$269K - $301K
|
3.82K
$649K
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 0.96% |
$272K - $304K
|
143K
$24.4M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.39K- 17.69% |
$272K - $305K
|
6.48K
$1.1M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.41K- 26.48% |
$275K - $308K
|
3.91K
$665K
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.44K- 9.32% |
$281K - $315K
|
14K
$2.38M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.31% |
$282K - $316K
|
25.8K
$4.38M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 38.52% |
$286K - $320K
|
2.34K
$398K
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.48K- 6.0% |
$289K - $323K
|
23.2K
$3.94M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.49K- 31.47% |
$290K - $324K
|
3.23K
$550K
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1.5K- 7.41% |
$293K - $328K
|
18.7K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.5K- 34.59% |
$293K - $328K
|
2.84K
$482K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.53K- 2.44% |
$298K - $334K
|
61.2K
$10.4M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.55K- 6.26% |
$303K - $338K
|
23.2K
$3.95M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.56K- 10.92% |
$304K - $340K
|
12.7K
$2.16M
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.57K- 4.22% |
$306K - $342K
|
35.6K
$6.05M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.57K- 14.93% |
$307K - $344K
|
8.97K
$1.53M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.58K- 3.91% |
$308K - $345K
|
38.8K
$6.59M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.59K- 7.78% |
$311K - $347K
|
18.9K
$3.21M
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.59K- 24.9% |
$311K - $348K
|
4.8K
$817K
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.61K- 51.31% |
$314K - $351K
|
1.52K
$259K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.61K- 26.33% |
$315K - $352K
|
4.51K
$766K
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.63K- 44.22% |
$317K - $355K
|
2.05K
$349K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 43.04% |
$321K - $359K
|
2.18K
$370K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.67K- 5.63% |
$327K - $365K
|
28K
$4.77M
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.68K- 48.24% |
$328K - $367K
|
1.8K
$307K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 12.33% |
$330K - $369K
|
12K
$2.04M
|
|
May 11, 2023
Q1 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-1.7K- 7.78% |
$332K - $372K
|
20.2K
$3.43M
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.74K- 42.18% |
$340K - $380K
|
2.39K
$406K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.77K- 6.41% |
$346K - $386K
|
25.8K
$4.4M
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.8K- 11.2% |
$352K - $393K
|
14.3K
$2.43M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.83K- 4.21% |
$357K - $399K
|
41.6K
$7.08M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.84K- 32.09% |
$359K - $402K
|
3.89K
$662K
|