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The Boeing Company

Institutional position changes, all quarters

610 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBuckley Wealth Management, LLCJun 30, 2026+950+13%8,335$205.6Klow
NewCCG WEALTH MANAGEMENT, LLCJun 30, 2026+942New942$203.9Klow
NewBLALOCK WILLIAMS, LLCJun 30, 2026+924New924$200.0Klow
AddedOARSMAN CAPITAL, INC.Jun 30, 2026+871+41%3,001$188.5Klow
TrimmedRNC CAPITAL MANAGEMENT LLCJun 30, 2026-737-29%1,776$159.5Klow
NewAlpine Bank Wealth ManagementJun 30, 2026+702New702$152.0Klow
AddedNaviter Wealth, LLCJun 30, 2026+674+15%5,062$145.9Klow
AddedLido Advisors, LLCJun 30, 2026+640+1.1%60,199$138.5Klow
AddedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026+617+15%4,647$133.6Klow
TrimmedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026-548-2.9%18,176$118.6Klow
TrimmedPinnacle Wealth Planning Services, Inc.Jun 30, 2026-540-12%3,828$116.9Klow
AddedTexas Capital Bank Wealth Management Services IncJun 30, 2026+538+19%3,311$116.5Klow
TrimmedWINDWARD CAPITAL MANAGEMENT CO /CAJun 30, 2026-456-1.1%41,670$98.7Klow
AddedMonte Financial Group, LLCJun 30, 2026+400+37%1,494$86.5Klow
TrimmedMeadowbrook Advisors Group, LLCJun 30, 2026-325-17%1,583$70.4Klow
AddedGarner Asset Management CorpJun 30, 2026+312+9.6%3,559$67.6Klow
TrimmedDUMONT & BLAKE INVESTMENT ADVISORS LLCJun 30, 2026-290-5.3%5,183$62.8Klow
AddedAljian Capital Management, LLCJun 30, 2026+260+7.7%3,645$56.3Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+256+10%2,756$55.4Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-277-100%0$55.1Klow
AddedCVA Family Office, LLCJun 30, 2026+253+26%1,242$54.8Klow
TrimmedDunhill Financial, LLCJun 30, 2026-242-32%513$52.4Klow
TrimmedQuent Capital, LLCJun 30, 2026-207-14%1,224$44.8Klow
TrimmedPARAGON FINANCIAL PARTNERS, INC.Jun 30, 2026-200-9.8%1,850$43.2Klow
TrimmedTRUST CO OF VERMONTJun 30, 2026-167-5.4%2,912$36.2Klow
TrimmedAuxano Advisors, LLCJun 30, 2026-165-9.2%1,625$35.7Klow
TrimmedSalomon & Ludwin, LLCJun 30, 2026-149-20%599$32.6Klow
AddedOxbow Advisors, LLCJun 30, 2026+150+9.6%1,715$32.5Klow
TrimmedDale Q Rice Investment Management LtdJun 30, 2026-127-6.7%1,777$27.5Klow
AddedMain Street Financial Solutions, LLCJun 30, 2026+126+9.4%1,462$27.3Klow
TrimmedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026-125-5.3%2,229$27.1Klow
TrimmedRheos Capital Works Inc.Jun 30, 2026-116,400-55%95,000$25.2Klow
AddedKingdom Financial Group LLC.Jun 30, 2026+112+373%142$24.3Klow
AddedPrinciple Wealth Partners LLCJun 30, 2026+105+0.5%19,594$22.7Klow
TrimmedAspen Wealth Strategies, LLCJun 30, 2026-102-3.4%2,930$22.1Klow
ExitedLloyd Advisory Services, LLC.Jun 30, 2026-100-100%0$21.7Klow
AddedKapstone Financial Advisors LLCJun 30, 2026+100+7.4%1,447$21.6Klow
AddedLeConte Wealth Management, LLCJun 30, 2026+93+9.7%1,056$20.1Klow
AddedSTAGE HARBOR FINANCIAL, LLCJun 30, 2026+92+7.9%1,251$19.9Klow
AddedGame Plan Financial Advisors, LLCJun 30, 2026+90+60%240$19.5Klow
TrimmedIMG Wealth Management, Inc.Jun 30, 2026-72-32%155$15.6Klow
AddedPlato Investment Management LtdJun 30, 2026+57+55%160$12.3Klow
AddedPENSION & WEALTH MANAGEMENT ADVISORS, INC.Jun 30, 2026+50+8.7%627$10.8Klow
TrimmedSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCJun 30, 2026-32-0.8%3,958$6.9Klow
AddedPavion Blue Capital, LLCJun 30, 2026+31+0.8%3,934$6.7Klow
TrimmedPINNEY & SCOFIELD, INC.Jun 30, 2026-31-7.8%367$6.7Klow
TrimmedObjectivity Squared, LLCJun 30, 2026-25-0.3%8,817$5.4Klow
AddedBell Investment Advisors, IncJun 30, 2026+20+18%134$4.3Klow
TrimmedPerfromance Wealth Partners, LLCJun 30, 2026-19-0.5%3,481$4.1Klow
AddedCAPITAL FINANCIAL GROUP INC\CO\ /ADVJun 30, 2026+15+1.0%1,460$3.2Klow
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