Latest Institutional Transactions on Borgwarner Inc (BWA)
This table provides information on the latest institutional transactions involving Borgwarner Inc (BWA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7- 11.11% |
$194 - $230
|
56
$1.98K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12K- 57.02% |
$334K - $395K
|
9.06K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.64K- 37.97% |
$184K - $218K
|
10.8K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.52K+ 46.87% |
$125K - $149K
|
14.2K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$639 - $757
|
23
$813
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.8K+ 1.86% |
$189K - $224K
|
373K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-100- 74.07% |
$2.78K - $3.29K
|
35
$1.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.44% |
$111 - $132
|
911
$32.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31.6K- 99.61% |
$878K - $1.04M
|
123
$4.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.65K+ 21.29% |
$45.8K - $54.3K
|
9.4K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14New |
$389 - $461
|
14
$495
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$361 - $428
|
13
$460
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.3K+ 20.32% |
$36.1K - $42.8K
|
7.71K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-453- 5.52% |
$12.6K - $14.9K
|
7.75K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
34.9K+ 56.75% |
$971K - $1.15M
|
96.5K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.12K+ 59.52% |
$86.6K - $103K
|
8.36K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-199- 87.28% |
$5.53K - $6.55K
|
29
$1.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 1.5% |
$83.3 - $98.7
|
203
$7.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
SELL
|
- |
-29K- 10.1% |
$806K - $954K
|
258K
$9.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
54.3K+ 157.28% |
$1.51M - $1.79M
|
88.9K
$3.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$3.47K - $4.11K
|
125
$4.42K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$417 - $494
|
15
$530
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9Closed |
$250 - $296
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30+ 136.36% |
$833 - $987
|
52
$1.84K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-405- 11.02% |
$11.3K - $13.3K
|
3.27K
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-550- 7.77% |
$15.3K - $18.1K
|
6.53K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 45.45% |
$139 - $165
|
6
$212
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$194 - $230
|
7
$247
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 125.0% |
$417 - $494
|
27
$954
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-576- 43.64% |
$16K - $19K
|
744
$26.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.94K- 17.27% |
$109K - $130K
|
18.9K
$667K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
21.1KNew |
$665K - $749K
|
21.1K
$746K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23M+ 1610.82% |
$38.6M - $43.5M
|
1.3M
$46M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 4.25% |
$54K - $60.9K
|
38.7K
$1.37M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-156K- 28.04% |
$4.91M - $5.53M
|
400K
$14.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
411K+ 707.9% |
$12.9M - $14.6M
|
469K
$16.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$315 - $355
|
10
$354
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.52KNew |
$205K - $232K
|
6.52K
$231K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.67% |
$39.1K - $44.1K
|
11.9K
$421K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.92K- 42.94% |
$155K - $175K
|
6.54K
$231K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.93KNew |
$187K - $210K
|
5.93K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.35M- 45.7% |
$42.5M - $47.9M
|
1.6M
$56.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.11K- 4.53% |
$34.9K - $39.4K
|
23.3K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
92KNew |
$2.9M - $3.27M
|
92K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-700- 7.49% |
$22K - $24.8K
|
8.65K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
321K+ 23.27% |
$10.1M - $11.4M
|
1.7M
$60.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.92KNew |
$218K - $245K
|
6.92K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
59KNew |
$1.86M - $2.09M
|
59K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.23K- 13.42% |
$38.8K - $43.7K
|
7.94K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.49KNew |
$204K - $230K
|
6.49K
$229K
|
|