Latest Institutional Purchases of Borgwarner Inc (BWA)
This list provides information on the latest institutional transactions involving Borgwarner Inc (BWA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
539+ 63.49% |
$15K - $17.7K
|
1.39K
$49.1K
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
537+ 2.22% |
$14.9K - $17.7K
|
24.7K
$874K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
529+ 3.52% |
$14.7K - $17.4K
|
15.6K
$550K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
527+ 18.15% |
$14.6K - $17.3K
|
3.43K
$121K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
487+ 78.8% |
$13.5K - $16K
|
1.11K
$39.1K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
445New |
$12.4K - $14.6K
|
445
$15.7K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
421+ 14.62% |
$11.7K - $13.9K
|
3.3K
$117K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
421+ 5.67% |
$11.7K - $13.9K
|
7.85K
$278K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
416+ 18.72% |
$11.6K - $13.7K
|
2.64K
$93.3K
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
415+ 13.25% |
$11.5K - $13.7K
|
3.55K
$125K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
404+ 339.5% |
$11.2K - $13.3K
|
523
$18.5K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
385New |
$10.7K - $12.7K
|
385
$13.6K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
353+ 4.63% |
$9.81K - $11.6K
|
7.98K
$282K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
315New |
$8.75K - $10.4K
|
315
$11.1K
|
|
Apr 28, 2025
Q1 2025
|
Acuitas Investments, LLC
|
BUY
|
- |
300+ 20.0% |
$8.33K - $9.87K
|
1.8K
$63.6K
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
275+ 0.34% |
$7.64K - $9.05K
|
80.9K
$2.86M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
214+ 1.59% |
$5.94K - $7.04K
|
13.7K
$483K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
184New |
$5.11K - $6.05K
|
184
$6.5K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
170New |
$4.72K - $5.59K
|
170
$6.01K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
134+ 0.48% |
$3.72K - $4.41K
|
27.9K
$987K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$3.47K - $4.11K
|
125
$4.42K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
103New |
$2.86K - $3.39K
|
103
$3.64K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
84New |
$2.33K - $2.76K
|
84
$2.97K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
83New |
$2.31K - $2.73K
|
83
$2.93K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
83New |
$2.31K - $2.73K
|
83
$2.93K
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
73+ 0.92% |
$2.03K - $2.4K
|
8.03K
$284K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
71New |
$1.97K - $2.34K
|
71
$2.51K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
70New |
$1.94K - $2.3K
|
70
$2.47K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 62.86% |
$1.83K - $2.17K
|
171
$6.04K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
60New |
$1.67K - $1.97K
|
60
$2.12K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 164.52% |
$1.42K - $1.68K
|
82
$2.9K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
50+ 0.33% |
$1.39K - $1.65K
|
15K
$530K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 3.3% |
$1K - $1.18K
|
1.13K
$39.8K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 1.15% |
$945 - $1.12K
|
2.99K
$106K
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
33+ 0.12% |
$917 - $1.09K
|
26.6K
$941K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
33+ 110.0% |
$917 - $1.09K
|
63
$2.23K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$861 - $1.02K
|
31
$1.1K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30+ 136.36% |
$833 - $987
|
52
$1.84K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
25New |
$695 - $823
|
25
$884
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23New |
$639 - $757
|
23
$813
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
19New |
$528 - $625
|
19
$672
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
15New |
$417 - $494
|
15
$530
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 125.0% |
$417 - $494
|
27
$954
|
|
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
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11New |
$306 - $362
|
11
$389
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7New |
$194 - $230
|
7
$247
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$194 - $230
|
7
$247
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.44% |
$111 - $132
|
911
$32.2K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$83.3 - $98.7
|
3
$106
|