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Boeing Co COM

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westwood Holdings Group Inc
NEW
Shares921,605
Change+921,605
Value$121.4K
Filed 2016-11-15
Menora Mivtachim Holdings Ltd.
NEW
Shares251,400
Change+251,400
Value$33.1K
Filed 2016-11-14
Dana Investment Advisors, Inc.
DECREASED
Shares183,823 from 196,218
Change-12,395 (-6%)
Value$24.2K (-$1.3K)
Filed 2016-11-15
Convergence Investment Partners, LLC
NEW
Shares61,674
Change+61,674
Value$8.1K
Filed 2016-11-10
Riggs Asset Managment Co. Inc.
DECREASED
Shares61,018 from 62,738
Change-1,720 (-3%)
Value$8.0K (-$109)
Filed 2016-11-10
CIBC World Markets Corp
NEW
Shares57,665
Change+57,665
Value$7.6K
Filed 2016-11-14
Fiduciary Financial Services of the Southwest Inc
NEW
Shares47,078
Change+47,078
Value$6.2K
Filed 2016-11-09
Wade G W & Inc
NEW
Shares39,823
Change+39,823
Value$5.2K
Filed 2016-11-01
Alerus Financial NA
INCREASED
Shares36,978 from 36,928
Change+50 (+0%)
Value$4.9K (+$76)
Filed 2016-11-10
Paradigm Financial Advisors, LLC
UNCHANGED
Shares34,165 from 34,165
Change0 (0%)
Value$4.5K (+$63)
Filed 2016-10-25
Grace & White Inc
UNCHANGED
Shares30,999 from 30,999
Change0 (0%)
Value$4.1K (+$58)
Filed 2016-11-07
Braver Wealth Management, LLC
NEW
Shares30,648
Change+30,648
Value$4.0K
Filed 2016-10-26
Parsons Capital Management Inc
NEW
Shares22,285
Change+22,285
Value$2.9K
Filed 2016-11-04
Mariner, LLC
NEW
Shares20,587
Change+20,587
Value$2.7K
Filed 2016-11-14
HL Financial Services LLC
DECREASED
Shares19,440 from 21,489
Change-2,049 (-10%)
Value$2.6K (-$230)
Filed 2016-10-25
IQ EQ Fund Management (Ireland) Ltd
DECREASED
Shares18,005 from 69,353
Change-51,348 (-74%)
Value$2.6K (-$7.2K)
Filed 2016-11-14
Fairbanks Capital Management, Inc.
INCREASED
Shares17,744 from 17,438
Change+306 (+2%)
Value$2.3K (+$74)
Filed 2016-10-17
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares16,032 from 16,030
Change+2 (+0%)
Value$2.1K (+$31)
Filed 2016-10-18
Valley Wealth Managers, Inc.
NEW
Shares16,005
Change+16,005
Value$2.1K
Filed 2016-11-09
Stonebridge Capital Management Inc
DECREASED
Shares15,249 from 15,274
Change-25 (0%)
Value$2.0K (+$26)
Filed 2016-10-17
BAR Harbor Wealth Management
INCREASED
Shares13,540 from 11,592
Change+1,948 (+17%)
Value$1.8K (+$279)
Filed 2016-10-14
Tillar-Wenstrup Advisors, LLC
INCREASED
Shares13,511 from 13,314
Change+197 (+1%)
Value$1.8K (+$51)
Filed 2016-11-02
Beacon Trust Co
NEW
Shares13,130
Change+13,130
Value$1.7K
Filed 2016-11-10
Valley National Advisers Inc
NEW
Shares10,607
Change+10,607
Value$1.4K
Filed 2016-11-01
WealthTrust Fairport, LLC
INCREASED
Shares7,891 from 7,888
Change+3 (+0%)
Value$1.0K (+$16)
Filed 2016-11-02
Financial Advisory Group
DECREASED
Shares7,562 from 7,592
Change-30 (0%)
Value$996 (+$10)
Filed 2016-11-02
IMA Advisory Services, Inc.
DECREASED
Shares7,019 from 11,122
Change-4,103 (-37%)
Value$925 (-$519)
Filed 2016-12-08
Security National Trust Co
DECREASED
Shares6,267 from 6,467
Change-200 (-3%)
Value$825 (-$15)
Filed 2016-10-25
Nations Financial Group Inc,
INCREASED
Shares6,053 from 5,206
Change+847 (+16%)
Value$797 (+$121)
Filed 2016-11-14
Destination Wealth Management
DECREASED
Shares5,742 from 5,876
Change-134 (-2%)
Value$756 (-$7)
Filed 2016-11-14
Cahill Financial Advisors Inc
INCREASED
Shares5,264 from 5,135
Change+129 (+3%)
Value$694 (+$27)
Filed 2016-11-14
RiverPoint Capital Management, LLC
NEW
Shares5,039
Change+5,039
Value$664
Filed 2016-11-10
Tower Bridge Advisors
UNCHANGED
Shares4,949 from 4,949
Change0 (0%)
Value$652.0K (+$9.3K)
Filed 2016-10-27
Denver Investment Advisors LLC
INCREASED
Shares4,917 from 4,916
Change+1 (+0%)
Value$648 (+$10)
Filed 2016-11-10
Alexandria Capital, LLC
INCREASED
Shares4,544 from 4,044
Change+500 (+12%)
Value$599 (+$74)
Filed 2016-11-15
Hudson Edge Investment Partners Inc.
NEW
Shares4,177
Change+4,177
Value$550
Filed 2016-11-08
Ifrah Financial Services, Inc.
NEW
Shares3,722
Change+3,722
Value$490
Filed 2016-11-07
HighPoint Advisor Group LLC
DECREASED
Shares3,496 from 4,095
Change-599 (-15%)
Value$508 (-$35)
Filed 2016-11-21
Northeast Investment Management
NEW
Shares3,255
Change+3,255
Value$429
Filed 2016-11-01
Partnervest Advisory Services LLC
INCREASED
Shares3,197 from 2,950
Change+247 (+8%)
Value$421 (+$38)
Filed 2016-10-25
Messner & Smith Theme Value Investment Management LTD
DECREASED
Shares3,040 from 3,190
Change-150 (-5%)
Value$400 (-$14)
Filed 2016-11-10
Godshalk Welsh Capital Management, Inc.
DECREASED
Shares2,870 from 3,070
Change-200 (-7%)
Value$378 (-$40)
Filed 2016-11-14
SignalPoint Asset Management, LLC
NEW
Shares2,851
Change+2,851
Value$376
Filed 2016-11-01
Merriman Wealth Management, LLC
NEW
Shares2,746
Change+2,746
Value$362
Filed 2016-10-20
Waverly Advisors, LLC
DECREASED
Shares2,712 from 3,112
Change-400 (-13%)
Value$357 (-$47)
Filed 2016-10-27
M Holdings Securities, Inc.
NEW
Shares2,366
Change+2,366
Value$312
Filed 2016-11-23
Trust Co
NEW
Shares2,173
Change+2,173
Value$286
Filed 2016-10-19
Acropolis Investment Management, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$270 (+$4)
Filed 2016-10-05
FormulaFolio Investments, LLC
NEW
Shares1,990
Change+1,990
Value$262
Filed 2016-11-08
Macnealy Hoover Investment Management Inc
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$244 (+$4)
Filed 2016-10-11
Waldron Private Wealth LLC
DECREASED
Shares1,674 from 1,716
Change-42 (-2%)
Value$220 (-$2)
Filed 2016-11-14
Capital Advantage, Inc.
DECREASED
Shares1,650 from 1,675
Change-25 (-1%)
Value$217 (-$1)
Filed 2016-11-02
Family Firm, Inc.
INCREASED
Shares1,644 from 1,642
Change+2 (+0%)
Value$217 (+$4)
Filed 2016-11-08
Mufg Securities Emea plc
NEW
Shares1,642
Change+1,642
Value$216
Filed 2016-11-14
Nelson Capital Management, LLC
INCREASED
Shares1,560 from 940
Change+620 (+66%)
Value$206 (+$84)
Filed 2016-10-27
Lenox Wealth Management, Inc.
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$129 (+$2)
Filed 2016-11-16
Crow Point Partners, LLC
NEW
Shares650
Change+650
Value$85
Filed 2016-11-16
Gemmer Asset Management LLC
DECREASED
Shares594 from 657
Change-63 (-10%)
Value$78 (-$7)
Filed 2016-10-17
Lenox Wealth Advisors, Inc.
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$67 (+$1)
Filed 2016-10-05
Estabrook Capital Management
NEW
Shares500
Change+500
Value$65.9K
Filed 2016-11-14
Burt Wealth Advisors
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$62 (-$18)
Filed 2016-10-26
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
DECREASED
Shares117 from 170
Change-53 (-31%)
Value$15 (-$7)
Filed 2016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW
Shares45
Change+45
Value$6
Filed 2016-11-09
Affinity Investment Advisors, LLC
CLOSED
Shares0 from 139,187
Change-139,187 (-100%)
Value$0 (-$18.1K)
Filed 2016-11-07
Community Trust & Investment Co
CLOSED
Shares0 from 133,818
Change-133,818 (-100%)
Value$0 (-$17.4K)
Filed 2016-10-11
Donaldson Capital Management, LLC
CLOSED
Shares0 from 127,983
Change-127,983 (-100%)
Value$0 (-$16.6K)
Filed 2016-11-14
Colony Group LLC
CLOSED
Shares0 from 101,848
Change-101,848 (-100%)
Value$0 (-$13.2K)
Filed 2016-11-17
Cove Street Capital, LLC
CLOSED
Shares0 from 18,700
Change-18,700 (-100%)
Value$0 (-$2.4K)
Filed 2016-11-10
Groesbeck Investment Management Corp
CLOSED
Shares0 from 15,370
Change-15,370 (-100%)
Value$0 (-$2.0K)
Filed 2016-11-10
Wills Financial Group, Inc.
CLOSED
Shares0 from 12,398
Change-12,398 (-100%)
Value$0 (-$1.6K)
Filed 2016-11-14
Advisory Services Network, LLC
CLOSED
Shares0 from 8,311
Change-8,311 (-100%)
Value$0 (-$1.1K)
Filed 2016-10-07
Pittenger & Anderson Inc
CLOSED
Shares0 from 7,830
Change-7,830 (-100%)
Value$0 (-$1.0K)
Filed 2016-11-14
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 5,410
Change-5,410 (-100%)
Value$0 (-$703)
Filed 2016-11-07
Kelleher Financial Advisors
CLOSED
Shares0 from 4,950
Change-4,950 (-100%)
Value$0 (-$643)
Filed 2016-11-14
Forbes J M & Co LLP
CLOSED
Shares0 from 2,996
Change-2,996 (-100%)
Value$0 (-$389)
Filed 2016-11-14
Blue Chip Partners, LLC
CLOSED
Shares0 from 2,304
Change-2,304 (-100%)
Value$0 (-$299)
Filed 2016-11-04
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED
Shares0 from 1,886
Change-1,886 (-100%)
Value$0 (-$245)
Filed 2016-11-01
Archford Capital Strategies, LLC
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$224)
Filed 2016-11-14
CWM, LLC
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$192)
Filed 2016-10-17
Jnba Financial Advisors
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$53)
Filed 2016-11-14
US Financial Advisors, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Westwood Holdings Group Inc
NEW921,605—+921,605——$121.4K—2016-11-15
Menora Mivtachim Holdings Ltd.
NEW251,400—+251,400——$33.1K—2016-11-14
Dana Investment Advisors, Inc.
DECREASED183,823196,218-12,395-6%$25.5K$24.2K-$1.3K2016-11-15
Convergence Investment Partners, LLC
NEW61,674—+61,674——$8.1K—2016-11-10
Riggs Asset Managment Co. Inc.
DECREASED61,01862,738-1,720-3%$8.1K$8.0K-$1092016-11-10
CIBC World Markets Corp
NEW57,665—+57,665——$7.6K—2016-11-14
Fiduciary Financial Services of the Southwest Inc
NEW47,078—+47,078——$6.2K—2016-11-09
Wade G W & Inc
NEW39,823—+39,823——$5.2K—2016-11-01
Alerus Financial NA
INCREASED36,97836,928+50+0%$4.8K$4.9K+$762016-11-10
Paradigm Financial Advisors, LLC
UNCHANGED34,16534,16500%$4.4K$4.5K+$632016-10-25
Grace & White Inc
UNCHANGED30,99930,99900%$4.0K$4.1K+$582016-11-07
Braver Wealth Management, LLC
NEW30,648—+30,648——$4.0K—2016-10-26
Parsons Capital Management Inc
NEW22,285—+22,285——$2.9K—2016-11-04
Mariner, LLC
NEW20,587—+20,587——$2.7K—2016-11-14
HL Financial Services LLC
DECREASED19,44021,489-2,049-10%$2.8K$2.6K-$2302016-10-25
IQ EQ Fund Management (Ireland) Ltd
DECREASED18,00569,353-51,348-74%$9.8K$2.6K-$7.2K2016-11-14
Fairbanks Capital Management, Inc.
INCREASED17,74417,438+306+2%$2.3K$2.3K+$742016-10-17
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED16,03216,030+2+0%$2.1K$2.1K+$312016-10-18
Valley Wealth Managers, Inc.
NEW16,005—+16,005——$2.1K—2016-11-09
Stonebridge Capital Management Inc
DECREASED15,24915,274-250%$2.0K$2.0K+$262016-10-17
BAR Harbor Wealth Management
INCREASED13,54011,592+1,948+17%$1.5K$1.8K+$2792016-10-14
Tillar-Wenstrup Advisors, LLC
INCREASED13,51113,314+197+1%$1.7K$1.8K+$512016-11-02
Beacon Trust Co
NEW13,130—+13,130——$1.7K—2016-11-10
Valley National Advisers Inc
NEW10,607—+10,607——$1.4K—2016-11-01
WealthTrust Fairport, LLC
INCREASED7,8917,888+3+0%$1.0K$1.0K+$162016-11-02
Financial Advisory Group
DECREASED7,5627,592-300%$986$996+$102016-11-02
IMA Advisory Services, Inc.
DECREASED7,01911,122-4,103-37%$1.4K$925-$5192016-12-08
Security National Trust Co
DECREASED6,2676,467-200-3%$840$825-$152016-10-25
Nations Financial Group Inc,
INCREASED6,0535,206+847+16%$676$797+$1212016-11-14
Destination Wealth Management
DECREASED5,7425,876-134-2%$763$756-$72016-11-14
Cahill Financial Advisors Inc
INCREASED5,2645,135+129+3%$667$694+$272016-11-14
RiverPoint Capital Management, LLC
NEW5,039—+5,039——$664—2016-11-10
Tower Bridge Advisors
UNCHANGED4,9494,94900%$642.7K$652.0K+$9.3K2016-10-27
Denver Investment Advisors LLC
INCREASED4,9174,916+1+0%$638$648+$102016-11-10
Alexandria Capital, LLC
INCREASED4,5444,044+500+12%$525$599+$742016-11-15
Hudson Edge Investment Partners Inc.
NEW4,177—+4,177——$550—2016-11-08
Ifrah Financial Services, Inc.
NEW3,722—+3,722——$490—2016-11-07
HighPoint Advisor Group LLC
DECREASED3,4964,095-599-15%$543$508-$352016-11-21
Northeast Investment Management
NEW3,255—+3,255——$429—2016-11-01
Partnervest Advisory Services LLC
INCREASED3,1972,950+247+8%$383$421+$382016-10-25
Messner & Smith Theme Value Investment Management LTD
DECREASED3,0403,190-150-5%$414$400-$142016-11-10
Godshalk Welsh Capital Management, Inc.
DECREASED2,8703,070-200-7%$418$378-$402016-11-14
SignalPoint Asset Management, LLC
NEW2,851—+2,851——$376—2016-11-01
Merriman Wealth Management, LLC
NEW2,746—+2,746——$362—2016-10-20
Waverly Advisors, LLC
DECREASED2,7123,112-400-13%$404$357-$472016-10-27
M Holdings Securities, Inc.
NEW2,366—+2,366——$312—2016-11-23
Trust Co
NEW2,173—+2,173——$286—2016-10-19
Acropolis Investment Management, LLC
UNCHANGED2,0472,04700%$266$270+$42016-10-05
FormulaFolio Investments, LLC
NEW1,990—+1,990——$262—2016-11-08
Macnealy Hoover Investment Management Inc
UNCHANGED1,8501,85000%$240$244+$42016-10-11
Waldron Private Wealth LLC
DECREASED1,6741,716-42-2%$222$220-$22016-11-14
Capital Advantage, Inc.
DECREASED1,6501,675-25-1%$218$217-$12016-11-02
Family Firm, Inc.
INCREASED1,6441,642+2+0%$213$217+$42016-11-08
Mufg Securities Emea plc
NEW1,642—+1,642——$216—2016-11-14
Nelson Capital Management, LLC
INCREASED1,560940+620+66%$122$206+$842016-10-27
Lenox Wealth Management, Inc.
UNCHANGED97697600%$127$129+$22016-11-16
Crow Point Partners, LLC
NEW650—+650——$85—2016-11-16
Gemmer Asset Management LLC
DECREASED594657-63-10%$85$78-$72016-10-17
Lenox Wealth Advisors, Inc.
UNCHANGED50550500%$66$67+$12016-10-05
Estabrook Capital Management
NEW500—+500——$65.9K—2016-11-14
Burt Wealth Advisors
UNCHANGED47347300%$80$62-$182016-10-26
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
DECREASED117170-53-31%$22$15-$72016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW45—+45——$6—2016-11-09
Affinity Investment Advisors, LLC
CLOSED0139,187-139,187-100%$18.1K$0-$18.1K2016-11-07
Community Trust & Investment Co
CLOSED0133,818-133,818-100%$17.4K$0-$17.4K2016-10-11
Donaldson Capital Management, LLC
CLOSED0127,983-127,983-100%$16.6K$0-$16.6K2016-11-14
Colony Group LLC
CLOSED0101,848-101,848-100%$13.2K$0-$13.2K2016-11-17
Cove Street Capital, LLC
CLOSED018,700-18,700-100%$2.4K$0-$2.4K2016-11-10
Groesbeck Investment Management Corp
CLOSED015,370-15,370-100%$2.0K$0-$2.0K2016-11-10
Wills Financial Group, Inc.
CLOSED012,398-12,398-100%$1.6K$0-$1.6K2016-11-14
Advisory Services Network, LLC
CLOSED08,311-8,311-100%$1.1K$0-$1.1K2016-10-07
Pittenger & Anderson Inc
CLOSED07,830-7,830-100%$1.0K$0-$1.0K2016-11-14
Reynders McVeigh Capital Management, LLC
CLOSED05,410-5,410-100%$703$0-$7032016-11-07
Kelleher Financial Advisors
CLOSED04,950-4,950-100%$643$0-$6432016-11-14
Forbes J M & Co LLP
CLOSED02,996-2,996-100%$389$0-$3892016-11-14
Blue Chip Partners, LLC
CLOSED02,304-2,304-100%$299$0-$2992016-11-04
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED01,886-1,886-100%$245$0-$2452016-11-01
Archford Capital Strategies, LLC
CLOSED01,726-1,726-100%$224$0-$2242016-11-14
CWM, LLC
CLOSED01,477-1,477-100%$192$0-$1922016-10-17
Jnba Financial Advisors
CLOSED0406-406-100%$53$0-$532016-11-14
US Financial Advisors, LLC
N/A—1,710-1,710-100%$217———
Pacific Financial Group Inc
N/A—7-7-100%$1———
Showing 82 of 82 institutions