Purchases and Sales Made in Q4 2023 in Boeing CO (BA)
This table provides information about the institutional ownership of Boeing CO (BA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-225- 3.44% |
$40K - $59.5K
|
6.32K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-227- 8.25% |
$40.3K - $60K
|
2.52K
$429K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-227- 8.25% |
$40.3K - $60K
|
2.52K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-228- 3.72% |
$40.5K - $60.3K
|
5.9K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-230- 0.72% |
$40.9K - $60.8K
|
31.7K
$5.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-231- 52.62% |
$41.1K - $61K
|
208
$35.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-232- 2.98% |
$41.2K - $61.3K
|
7.54K
$1.28M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-233- 7.01% |
$41.4K - $61.6K
|
3.09K
$526K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-234- 3.57% |
$41.6K - $61.8K
|
6.31K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-235- 3.63% |
$41.8K - $62.1K
|
6.23K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-237- 4.26% |
$42.1K - $62.6K
|
5.33K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-237- 3.9% |
$42.1K - $62.6K
|
5.84K
$994K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-240- 7.36% |
$42.7K - $63.4K
|
3.02K
$513K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-242- 6.03% |
$43K - $64K
|
3.77K
$641K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-243- 4.84% |
$43.2K - $64.2K
|
4.78K
$813K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-243- 3.05% |
$43.2K - $64.2K
|
7.73K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-244- 5.55% |
$43.4K - $64.5K
|
4.15K
$706K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-247- 17.51% |
$43.9K - $65.3K
|
1.16K
$198K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-248- 4.26% |
$44.1K - $65.5K
|
5.58K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-248- 1.76% |
$44.1K - $65.5K
|
13.8K
$2.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-250- 9.69% |
$44.4K - $66.1K
|
2.33K
$396K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-250- 5.58% |
$44.4K - $66.1K
|
4.23K
$720K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-250- 10.37% |
$44.4K - $66.1K
|
2.16K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-255- 4.65% |
$45.3K - $67.4K
|
5.23K
$889K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-255- 9.76% |
$45.3K - $67.4K
|
2.36K
$401K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-258- 15.18% |
$45.9K - $68.2K
|
1.44K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-258- 18.72% |
$45.9K - $68.2K
|
1.12K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-259- 2.18% |
$46K - $68.4K
|
11.6K
$1.98M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-261- 18.33% |
$46.4K - $69K
|
1.16K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-262- 28.73% |
$46.6K - $69.2K
|
650
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-264- 4.28% |
$46.9K - $69.8K
|
5.9K
$1M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-268- 2.76% |
$47.6K - $70.8K
|
9.46K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-270- 6.51% |
$48K - $71.4K
|
3.88K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-271- 0.47% |
$48.2K - $71.6K
|
57.6K
$9.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-271- 3.24% |
$48.2K - $71.6K
|
8.08K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-272- 3.09% |
$48.3K - $71.9K
|
8.54K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-275- 2.82% |
$48.9K - $72.7K
|
9.48K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-275- 24.1% |
$48.9K - $72.7K
|
866
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-275- 3.03% |
$48.9K - $72.7K
|
8.81K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-275- 21.12% |
$48.9K - $72.7K
|
1.03K
$175K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-276- 25.75% |
$49.1K - $72.9K
|
796
$135K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-278- 30.82% |
$49.4K - $73.5K
|
624
$106K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-280- 1.31% |
$49.8K - $74K
|
21.1K
$3.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-281- 3.23% |
$49.9K - $74.3K
|
8.42K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-283- 32.87% |
$50.3K - $74.8K
|
578
$98.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-284- 17.51% |
$50.5K - $75.1K
|
1.34K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-287- 10.13% |
$51K - $75.8K
|
2.55K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-295- 2.49% |
$52.4K - $78K
|
11.5K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-299- 2.21% |
$53.1K - $79K
|
13.2K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-300- 2.72% |
$53.3K - $79.3K
|
10.7K
$1.82M
|