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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.4KNew |
$558K - $697K
|
17.4K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
868New |
$27.8K - $34.7K
|
868
$27.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-547- 5.11% |
$17.5K - $21.9K
|
10.2K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
351K+ 6.42% |
$11.2M - $14M
|
5.81M
$185M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-14K- 99.47% |
$447K - $558K
|
75
$2.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-189- 2.03% |
$6.05K - $7.55K
|
9.11K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-8.9K- 41.98% |
$285K - $356K
|
12.3K
$392K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
22KNew |
$704K - $878K
|
22K
$701K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 0.1% |
$256 - $320
|
7.67K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
160New |
$5.12K - $6.4K
|
160
$5.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.84K+ 3.25% |
$123K - $153K
|
122K
$3.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
108KNew |
$3.46M - $4.31M
|
108K
$3.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-3- 5.66% |
$96.1 - $120
|
50
$1.59K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$320 - $400
|
10
$319
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
498+ 1.07% |
$15.9K - $19.9K
|
46.9K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$1.18K - $1.48K
|
37
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 18.09% |
$98.1K - $123K
|
13.9K
$442K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
220New |
$7.04K - $8.79K
|
220
$7.01K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$704 - $879
|
22
$701
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 89.53% |
$50.7K - $63.2K
|
185
$5.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
162New |
$5.19K - $6.48K
|
162
$5.16K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
82New |
$2.63K - $3.28K
|
82
$2.61K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
101+ 1.51% |
$3.23K - $4.04K
|
6.79K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.42K- 5.79% |
$45.3K - $56.6K
|
23.1K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.5K+ 82.62% |
$656K - $819K
|
45.3K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$13.8K - $17.2K
|
430
$13.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.75K- 16.04% |
$88K - $110K
|
14.4K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$4.16K - $5.2K
|
130
$4.14K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.68K- 5.06% |
$85.8K - $107K
|
50.2K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-69- 39.2% |
$2.21K - $2.76K
|
107
$3.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$2.82K - $3.52K
|
88
$2.81K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 3.73% |
$1.92K - $2.4K
|
1.55K
$49.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.87K- 14.04% |
$124K - $155K
|
23.7K
$755K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.44K- 17.85% |
$142K - $177K
|
20.4K
$651K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
401+ 4.12% |
$12.8K - $16K
|
10.1K
$323K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2K+ 50.0% |
$64K - $79.9K
|
6K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-905- 98.58% |
$29K - $36.2K
|
13
$414
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.2K- 7.26% |
$549K - $686K
|
219K
$6.99M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.12MNew |
$44M - $55.7M
|
1.12M
$35.6M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.07KNew |
$200K - $253K
|
5.07K
$162K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
636+ 9.06% |
$25.1K - $31.7K
|
7.66K
$244K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
2.07K+ 44.79% |
$81.4K - $103K
|
6.68K
$213K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.51K- 2.93% |
$99.1K - $125K
|
83.2K
$2.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
265+ 91.7% |
$10.4K - $13.2K
|
554
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
20.6KNew |
$814K - $1.03M
|
20.6K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
110KNew |
$4.33M - $5.48M
|
110K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
28K+ 121.1% |
$1.1M - $1.4M
|
51.1K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-188- 36.22% |
$7.41K - $9.38K
|
331
$10.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.06KNew |
$278K - $352K
|
7.06K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
245+ 2.27% |
$9.66K - $12.2K
|
11K
$352K
|
|