Purchases and Sales Made in Q2 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q2 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 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-650- 4.45% |
$128K - $144K
|
14K
$2.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-651- 65.43% |
$128K - $144K
|
344
$58.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-657- 5.03% |
$129K - $146K
|
12.4K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-659- 7.76% |
$130K - $146K
|
7.84K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-659- 8.94% |
$130K - $146K
|
6.71K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-664- 5.22% |
$131K - $147K
|
12K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-665- 19.43% |
$131K - $147K
|
2.76K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-669- 4.8% |
$132K - $148K
|
13.3K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-669- 8.89% |
$132K - $148K
|
6.86K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-670- 2.04% |
$132K - $148K
|
32.2K
$5.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-677- 26.87% |
$133K - $150K
|
1.84K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-683- 34.62% |
$135K - $151K
|
1.29K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-708- 4.14% |
$140K - $157K
|
16.4K
$2.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-710- 33.87% |
$140K - $157K
|
1.39K
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-711- 11.72% |
$140K - $158K
|
5.36K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-714- 5.28% |
$141K - $158K
|
12.8K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-722- 7.84% |
$142K - $160K
|
8.49K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-723- 2.58% |
$142K - $160K
|
27.4K
$4.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-729- 2.76% |
$144K - $162K
|
25.6K
$4.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-742- 0.39% |
$146K - $164K
|
190K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-748- 0.9% |
$147K - $166K
|
82.5K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-750- 4.68% |
$148K - $166K
|
15.3K
$2.59M
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-750- 18.51% |
$148K - $166K
|
3.3K
$561K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-752- 38.88% |
$148K - $167K
|
1.18K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-759- 5.42% |
$150K - $168K
|
13.3K
$2.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-760- 19.79% |
$150K - $168K
|
3.08K
$524K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-763- 5.97% |
$150K - $169K
|
12K
$2.04M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-764- 16.5% |
$151K - $169K
|
3.87K
$657K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-773- 1.28% |
$152K - $171K
|
59.8K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-800- 45.22% |
$158K - $177K
|
969
$165K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-800- 37.74% |
$158K - $177K
|
1.32K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-804- 7.75% |
$158K - $178K
|
9.56K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-813- 28.09% |
$160K - $180K
|
2.08K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-818- 4.01% |
$161K - $181K
|
19.6K
$3.33M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-818- 4.01% |
$161K - $181K
|
19.6K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-835- 1.8% |
$165K - $185K
|
45.6K
$7.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-835- 9.93% |
$165K - $185K
|
7.58K
$1.29M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-835- 8.42% |
$165K - $185K
|
9.08K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-838- 36.71% |
$165K - $186K
|
1.45K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-841- 22.58% |
$166K - $186K
|
2.88K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-853- 17.79% |
$168K - $189K
|
3.94K
$670K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-867- 55.33% |
$171K - $192K
|
700
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-882- 3.03% |
$174K - $195K
|
28.2K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-883- 7.19% |
$174K - $196K
|
11.4K
$1.94M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-891- 8.87% |
$176K - $197K
|
9.16K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-920- 1.2% |
$181K - $204K
|
75.6K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-925- 38.87% |
$182K - $205K
|
1.46K
$247K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-943- 13.88% |
$186K - $209K
|
5.85K
$995K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-954- 7.47% |
$188K - $211K
|
11.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-958- 39.28% |
$189K - $212K
|
1.48K
$252K
|