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 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.49K+ 28.35% |
$264K - $393K
|
6.73K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.47K+ 23.96% |
$261K - $388K
|
7.61K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.46K+ 5.97% |
$259K - $386K
|
25.9K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.46K+ 60.78% |
$259K - $386K
|
3.86K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 11.8% |
$259K - $386K
|
13.8K
$2.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.44KNew |
$256K - $381K
|
1.44K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.44K+ 43.11% |
$256K - $381K
|
4.79K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.44KNew |
$256K - $381K
|
1.44K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$256K - $381K
|
1.44K
$251K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.44KNew |
$256K - $380K
|
1.44K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.41K+ 34.4% |
$251K - $373K
|
5.51K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.41K+ 35250.0% |
$251K - $373K
|
1.41K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.41KNew |
$250K - $372K
|
1.41K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.41K+ 0.39% |
$250K - $372K
|
365K
$63.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.4K+ 0.65% |
$249K - $370K
|
218K
$38.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.4K+ 78.63% |
$248K - $369K
|
3.18K
$555K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.4K+ 2.49% |
$248K - $369K
|
57.6K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.4K+ 3.18% |
$248K - $369K
|
45.2K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.39K+ 123.14% |
$248K - $368K
|
2.53K
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.39KNew |
$248K - $368K
|
1.39K
$243K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.39KNew |
$247K - $367K
|
1.39K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.38KNew |
$246K - $365K
|
1.38K
$242K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.38KNew |
$245K - $364K
|
1.38K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.37K+ 47.95% |
$243K - $362K
|
4.22K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.37K+ 16.56% |
$243K - $361K
|
9.61K
$1.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 8.58% |
$242K - $360K
|
17.3K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35KNew |
$240K - $358K
|
1.35K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.35K+ 51.98% |
$240K - $357K
|
3.95K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.35KNew |
$240K - $357K
|
1.35K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.35KNew |
$240K - $356K
|
1.35K
$235K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$238K - $354K
|
1.34K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.34KNew |
$238K - $354K
|
1.34K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.33K+ 18.34% |
$237K - $353K
|
8.61K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.33KNew |
$237K - $352K
|
1.33K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.33K+ 3.58% |
$235K - $350K
|
38.3K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.33K+ 4.24% |
$235K - $350K
|
32.6K
$5.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 21.96% |
$235K - $349K
|
7.34K
$1.28M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.32KNew |
$235K - $349K
|
1.32K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.32KNew |
$234K - $348K
|
1.32K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.32K+ 742.94% |
$234K - $348K
|
1.49K
$261K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.3K+ 27.42% |
$231K - $344K
|
6.05K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.3KNew |
$231K - $344K
|
1.3K
$227K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.3KNew |
$231K - $343K
|
1.3K
$226K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.28KNew |
$227K - $337K
|
1.28K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.27KNew |
$226K - $336K
|
1.27K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.27K+ 3.44% |
$225K - $335K
|
38.1K
$6.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.27K+ 57.15% |
$225K - $335K
|
3.48K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
1.27KNew |
$225K - $335K
|
1.27K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.26K+ 33.38% |
$223K - $332K
|
5.02K
$876K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.25K+ 21.33% |
$223K - $331K
|
7.13K
$1.25M
|