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Boeing Co COM

CUSIP: 97023105 | 244 institutional holders

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
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Institutional Holders — Q3 2016

Westwood Holdings Group Inc921,605
0.2% of portfolio›$121.4K
Menora Mivtachim Holdings Ltd.251,400
0.1% of portfolio›$33.1K
Dana Investment Advisors, Inc.183,823
0.0% of portfolio›$24.2K
Convergence Investment Partners, LLC61,674
0.0% of portfolio›$8.1K
Riggs Asset Managment Co. Inc.61,018
0.1% of portfolio›$8.0K
CIBC World Markets Corp57,665
0.0% of portfolio›$7.6K
Fiduciary Financial Services of the Southwest Inc47,078
0.1% of portfolio›$6.2K
Wade G W & Inc39,823
0.1% of portfolio›$5.2K
Alerus Financial NA36,978
0.0% of portfolio›$4.9K
Paradigm Financial Advisors, LLC34,165
0.2% of portfolio›$4.5K
Grace & White Inc30,999
0.0% of portfolio›$4.1K
Braver Wealth Management, LLC30,648
0.0% of portfolio›$4.0K
Parsons Capital Management Inc22,285
0.0% of portfolio›$2.9K
Mariner, LLC20,587
0.0% of portfolio›$2.7K
HL Financial Services LLC19,440
0.0% of portfolio›$2.6K
IQ EQ Fund Management (Ireland) Ltd18,005
0.5% of portfolio›$2.6K
Fairbanks Capital Management, Inc.17,744
2.5% of portfolio›$2.3K
Carlton Hofferkamp & Jenks Wealth Management, LLC16,032
0.1% of portfolio›$2.1K
Valley Wealth Managers, Inc.16,005
0.0% of portfolio›$2.1K
Stonebridge Capital Management Inc15,249
0.0% of portfolio›$2.0K
BAR Harbor Wealth Management13,540
0.0% of portfolio›$1.8K
Tillar-Wenstrup Advisors, LLC13,511
0.2% of portfolio›$1.8K
Beacon Trust Co13,130
0.0% of portfolio›$1.7K
Valley National Advisers Inc10,607
0.1% of portfolio›$1.4K
WealthTrust Fairport, LLC7,891
0.0% of portfolio›$1.0K
Financial Advisory Group7,562
0.0% of portfolio›$996
IMA Advisory Services, Inc.7,019
0.0% of portfolio›$925
Security National Trust Co6,267
0.3% of portfolio›$825
Nations Financial Group Inc,6,053
0.0% of portfolio›$797
Destination Wealth Management5,742
0.0% of portfolio›$756
Cahill Financial Advisors Inc5,264
0.0% of portfolio›$694
RiverPoint Capital Management, LLC5,039
0.0% of portfolio›$664
Tower Bridge Advisors4,949
0.1% of portfolio›$652.0K
Denver Investment Advisors LLC4,917
0.0% of portfolio›$648
Alexandria Capital, LLC4,544
0.0% of portfolio›$599
Hudson Edge Investment Partners Inc.4,177
0.0% of portfolio›$550
Ifrah Financial Services, Inc.3,722
0.0% of portfolio›$490
HighPoint Advisor Group LLC3,496
0.0% of portfolio›$508
Northeast Investment Management3,255
0.0% of portfolio›$429
Partnervest Advisory Services LLC3,197
0.0% of portfolio›$421
Messner & Smith Theme Value Investment Management LTD3,040
0.1% of portfolio›$400
Godshalk Welsh Capital Management, Inc.2,870
0.0% of portfolio›$378
SignalPoint Asset Management, LLC2,851
0.0% of portfolio›$376
Merriman Wealth Management, LLC2,746
0.0% of portfolio›$362
Waverly Advisors, LLC2,712
0.0% of portfolio›$357
M Holdings Securities, Inc.2,366
0.0% of portfolio›$312
Trust Co2,173
0.0% of portfolio›$286
Acropolis Investment Management, LLC2,047
0.0% of portfolio›$270
FormulaFolio Investments, LLC1,990
0.0% of portfolio›$262
Macnealy Hoover Investment Management Inc1,850
0.0% of portfolio›$244
Waldron Private Wealth LLC1,674
0.0% of portfolio›$220
Capital Advantage, Inc.1,650
0.0% of portfolio›$217
Family Firm, Inc.1,644
0.0% of portfolio›$217
Mufg Securities Emea plc1,642
0.2% of portfolio›$216
Nelson Capital Management, LLC1,560
0.0% of portfolio›$206
Lenox Wealth Management, Inc.976
0.0% of portfolio›$129
Crow Point Partners, LLC650
0.0% of portfolio›$85
Gemmer Asset Management LLC594
0.0% of portfolio›$78
Lenox Wealth Advisors, Inc.505
0.0% of portfolio›$67
Estabrook Capital Management500
0.0% of portfolio›$65.9K
Burt Wealth Advisors473
0.0% of portfolio›$62
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC117
0.0% of portfolio›$15
Doolittle & Ganos Investment Counsel, LLC45
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Westwood Holdings Group Inc
921,605$121.4K0.2%ValueMediumDallas, TX2016-11-15
Menora Mivtachim Holdings Ltd.
251,400$33.1K0.1%GrowthMediumRamat Gan, Luxembourg2016-11-14
Dana Investment Advisors, Inc.
183,823$24.2K0.0%GARPMediumBrookfield, WI2016-11-15
Convergence Investment Partners, LLC
61,674$8.1K0.0%GARPHighPalm Beach Gardens, FL2016-11-10
Riggs Asset Managment Co. Inc.
61,018$8.0K0.1%GrowthMediumDallas, PA2016-11-10
CIBC World Markets Corp
57,665$7.6K0.0%GrowthLowNew York, NY2016-11-14
Fiduciary Financial Services of the Southwest Inc
47,078$6.2K0.1%N/AN/ADallas, TX2016-11-09
Wade G W & Inc
39,823$5.2K0.1%N/AN/AWellesley, MA2016-11-01
Alerus Financial NA
36,978$4.9K0.0%CoreLowGrand Forks, ND2016-11-10
Paradigm Financial Advisors, LLC
34,165$4.5K0.2%N/AN/ADes Peres, MO2016-10-25
Grace & White Inc
30,999$4.1K0.0%Deep ValueVery LowNy, NY2016-11-07
Braver Wealth Management, LLC
30,648$4.0K0.0%N/AN/ANeedham, MA2016-10-26
Parsons Capital Management Inc
22,285$2.9K0.0%CoreLowProvidence, RI2016-11-04
Mariner, LLC
20,587$2.7K0.0%GrowthLowOverland Park, KS2016-11-14
HL Financial Services LLC
19,440$2.6K0.0%N/AN/ALouisville, KY2016-10-25
IQ EQ Fund Management (Ireland) Ltd
18,005$2.6K0.5%CoreMediumDublin 2, Lithuania2016-11-14
Fairbanks Capital Management, Inc.
17,744$2.3K2.5%CoreLowRancho Santa Fe, CA2016-10-17
Carlton Hofferkamp & Jenks Wealth Management, LLC
16,032$2.1K0.1%ETFLowThe Woodlands, TX2016-10-18
Valley Wealth Managers, Inc.
16,005$2.1K0.0%GARPMediumParamus, NJ2016-11-09
Stonebridge Capital Management Inc
15,249$2.0K0.0%CoreVery LowLos Angeles, CA2016-10-17
BAR Harbor Wealth Management
13,540$1.8K0.0%CoreLowConcord, NH2016-10-14
Tillar-Wenstrup Advisors, LLC
13,511$1.8K0.2%N/AN/ACenterville, OH2016-11-02
Beacon Trust Co
13,130$1.7K0.0%N/AN/AMorristown, NJ2016-11-10
Valley National Advisers Inc
10,607$1.4K0.1%ETFLowBethlehem, PA2016-11-01
WealthTrust Fairport, LLC
7,891$1.0K0.0%N/AN/ACleveland, OH2016-11-02
Financial Advisory Group
7,562$9960.0%N/AN/AHouston, TX2016-11-02
IMA Advisory Services, Inc.
7,019$9250.0%ETFLowDenver, CO2016-12-08
Security National Trust Co
6,267$8250.3%N/AN/AWheeling, WV2016-10-25
Nations Financial Group Inc,
6,053$7970.0%CoreLowCedar Rapids, IA2016-11-14
Destination Wealth Management
5,742$7560.0%CoreVery LowWalnut Creek, CA2016-11-14
Cahill Financial Advisors Inc
5,264$6940.0%ETFLowEdina, MN2016-11-14
RiverPoint Capital Management, LLC
5,039$6640.0%N/AN/ACincinnati, OH2016-11-10
Tower Bridge Advisors
4,949$652.0K0.1%CoreLowWest Conshohocken, PA2016-10-27
Denver Investment Advisors LLC
4,917$6480.0%N/AN/ADenver, CO2016-11-10
Alexandria Capital, LLC
4,544$5990.0%N/AN/AAlexandria, VA2016-11-15
Hudson Edge Investment Partners Inc.
4,177$5500.0%Deep ValueMediumJersey City, NJ2016-11-08
Ifrah Financial Services, Inc.
3,722$4900.0%ETFLowLittle Rock, AR2016-11-07
HighPoint Advisor Group LLC
3,496$5080.0%ETFHighDowners Grove, IL2016-11-21
Northeast Investment Management
3,255$4290.0%GrowthVery LowBoston, MA2016-11-01
Partnervest Advisory Services LLC
3,197$4210.0%N/AN/ASanta Barbara, CA2016-10-25
Messner & Smith Theme Value Investment Management LTD
3,040$4000.1%N/AN/ASan Diego, CA2016-11-10
Godshalk Welsh Capital Management, Inc.
2,870$3780.0%CoreVery LowRadnor, PA2016-11-14
SignalPoint Asset Management, LLC
2,851$3760.0%Agg GrowthVery LowSpringfield, MO2016-11-01
Merriman Wealth Management, LLC
2,746$3620.0%Agg GrowthVery LowSeattle, WA2016-10-20
Waverly Advisors, LLC
2,712$3570.0%IndexLowBirmingham, AL2016-10-27
M Holdings Securities, Inc.
2,366$3120.0%ETFHighPortland, OR2016-11-23
Trust Co
2,173$2860.0%ETFVery LowManhattan, KS2016-10-19
Acropolis Investment Management, LLC
2,047$2700.0%ETFLowSt. Louis, MO2016-10-05
FormulaFolio Investments, LLC
1,990$2620.0%N/AN/AGrand Rapids, MI2016-11-08
Macnealy Hoover Investment Management Inc
1,850$2440.0%N/AN/ACanton, OH2016-10-11
Waldron Private Wealth LLC
1,674$2200.0%ETFVery LowBridgeville, PA2016-11-14
Capital Advantage, Inc.
1,650$2170.0%ETFMediumWalnut Creek, CA2016-11-02
Family Firm, Inc.
1,644$2170.0%N/AN/ABethesda, MD2016-11-08
Mufg Securities Emea plc
1,642$2160.2%CoreHighLondon, United Kingdom2016-11-14
Nelson Capital Management, LLC
1,560$2060.0%Agg GrowthVery LowMenlo Park, CA2016-10-27
Lenox Wealth Management, Inc.
976$1290.0%N/AN/ACincinnati, OH2016-11-16
Crow Point Partners, LLC
650$850.0%N/AN/AHingham, MA2016-11-16
Gemmer Asset Management LLC
594$780.0%ETFLowWalnut Creek, CA2016-10-17
Lenox Wealth Advisors, Inc.
505$670.0%N/AN/ANew York, NY2016-10-05
Estabrook Capital Management
500$65.9K0.0%CoreVery LowNew York, NY2016-11-14
Burt Wealth Advisors
473$620.0%N/AN/ANorth Bethesda, MD2016-10-26
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
117$150.0%N/AN/ASacramento, CA2016-11-14
Doolittle & Ganos Investment Counsel, LLC
45$60.0%N/AN/ACarmel, CA2016-11-09