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
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-645- 21.23% |
$115K - $170K
|
2.39K
$407K
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-646- 0.47% |
$115K - $171K
|
137K
$23.3M
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-648- 12.86% |
$115K - $171K
|
4.39K
$747K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-650- 13.12% |
$116K - $172K
|
4.3K
$732K
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-650- 16.56% |
$116K - $172K
|
3.28K
$557K
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-652- 2.08% |
$116K - $172K
|
30.7K
$5.21M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-654- 1.03% |
$116K - $173K
|
62.6K
$10.6M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-655- 8.12% |
$116K - $173K
|
7.41K
$1.26M
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-657- 11.23% |
$117K - $174K
|
5.19K
$883K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-667- 3.74% |
$119K - $176K
|
17.2K
$2.92M
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-673- 7.18% |
$120K - $178K
|
8.7K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-673- 41.26% |
$120K - $178K
|
958
$163K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-675- 13.24% |
$120K - $178K
|
4.43K
$753K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-679- 30.89% |
$121K - $179K
|
1.52K
$258K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-680- 3.99% |
$121K - $180K
|
16.4K
$2.79M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-692- 16.35% |
$123K - $183K
|
3.54K
$602K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-693- 15.44% |
$123K - $183K
|
3.79K
$645K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.99% |
$124K - $185K
|
34.4K
$5.85M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-703- 5.56% |
$125K - $186K
|
11.9K
$2.03M
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-712- 28.63% |
$127K - $188K
|
1.78K
$302K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-717- 58.29% |
$127K - $189K
|
513
$87.2K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-718- 16.7% |
$128K - $190K
|
3.58K
$609K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-724- 9.93% |
$129K - $191K
|
6.57K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-725- 2.55% |
$129K - $192K
|
27.7K
$4.71M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-730- 16.35% |
$130K - $193K
|
3.74K
$635K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-732- 0.93% |
$130K - $193K
|
78.1K
$13.3M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-737- 17.34% |
$131K - $195K
|
3.51K
$597K
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-744- 42.91% |
$132K - $197K
|
990
$168K
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-748- 1.01% |
$133K - $198K
|
73.1K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-755- 60.99% |
$134K - $200K
|
483
$82.1K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-757- 3.05% |
$135K - $200K
|
24.1K
$4.09M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-764- 6.18% |
$136K - $202K
|
11.6K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-764- 36.09% |
$136K - $202K
|
1.35K
$230K
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-768- 9.47% |
$136K - $203K
|
7.34K
$1.25M
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-770- 24.63% |
$137K - $203K
|
2.36K
$401K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-775- 48.44% |
$138K - $205K
|
825
$140K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-777- 7.09% |
$138K - $205K
|
10.2K
$1.73M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-780- 14.72% |
$139K - $206K
|
4.52K
$768K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-790- 54.45% |
$140K - $209K
|
661
$112K
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-794- 20.12% |
$141K - $210K
|
3.15K
$536K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-794- 11.13% |
$141K - $210K
|
6.34K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-800- 13.01% |
$142K - $211K
|
5.35K
$910K
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-804- 48.52% |
$143K - $212K
|
853
$145K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-805- 19.95% |
$143K - $213K
|
3.23K
$549K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-826- 0.47% |
$147K - $218K
|
174K
$29.6M
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-833- 18.85% |
$148K - $220K
|
3.59K
$610K
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-835- 28.69% |
$148K - $221K
|
2.08K
$353K
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-841- 11.6% |
$149K - $222K
|
6.41K
$1.09M
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-850- 24.02% |
$151K - $225K
|
2.69K
$457K
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-857- 1.76% |
$152K - $226K
|
48K
$8.16M
|