Purchases and Sales Made in Q1 2023 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q1 2023. The information is specifically focused on institutions that hold shares of BORGWARNER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
144+ 11.75% |
$5.8K - $7.32K
|
1.37K
$47.2K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
140+ 1.53% |
$5.64K - $7.11K
|
9.3K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
133+ 1.6% |
$5.35K - $6.76K
|
8.45K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
129+ 0.69% |
$5.19K - $6.55K
|
18.7K
$644K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
111+ 0.28% |
$4.47K - $5.64K
|
39.7K
$1.37M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110New |
$4.43K - $5.59K
|
110
$3.79K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
109+ 111.22% |
$4.39K - $5.54K
|
207
$7.12K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
107+ 2.19% |
$4.31K - $5.44K
|
5K
$172K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.66% |
$4.03K - $5.08K
|
15.2K
$523K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$3.02K - $3.81K
|
75
$2.58K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
71+ 0.49% |
$2.86K - $3.61K
|
14.6K
$503K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
65New |
$2.62K - $3.3K
|
65
$2.24K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
57New |
$2.29K - $2.9K
|
57
$1.96K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$2.25K - $2.85K
|
56
$1.93K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
51+ 0.15% |
$2.05K - $2.59K
|
33.5K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
48+ 0.49% |
$1.93K - $2.44K
|
9.87K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
40+ 38.83% |
$1.61K - $2.03K
|
143
$4.92K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
39+ 3900.0% |
$1.57K - $1.98K
|
40
$1.38K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35New |
$1.41K - $1.78K
|
35
$1.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 1750.0% |
$1.41K - $1.78K
|
37
$1.27K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
24New |
$966 - $1.22K
|
24
$826
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.68% |
$926 - $1.17K
|
3.42K
$118K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$926 - $1.17K
|
23
$792
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 21.5% |
$926 - $1.17K
|
130
$4.47K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22New |
$886 - $1.12K
|
22
$757
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 4.15% |
$845 - $1.07K
|
527
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.27% |
$805 - $1.02K
|
7.36K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
BUY
|
- |
19+ 0.09% |
$765 - $965
|
21.2K
$730K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$564 - $711
|
14
$482
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.13% |
$564 - $711
|
10.5K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 19.35% |
$483 - $610
|
74
$2.55K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$443 - $559
|
11
$379
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
11New |
$443 - $559
|
11
$379
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$403 - $508
|
10
$344
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10+ 0.17% |
$403 - $508
|
6.01K
$207K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$362 - $457
|
9
$310
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$362 - $457
|
9
$310
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.62% |
$362 - $457
|
565
$19.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 10.0% |
$362 - $457
|
99
$3.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 2.63% |
$322 - $406
|
312
$10.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 0.7% |
$282 - $356
|
1.01K
$34.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 120.0% |
$242 - $305
|
11
$379
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$201 - $254
|
5
$172
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.5% |
$201 - $254
|
1.01K
$34.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.44% |
$161 - $203
|
906
$31.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$161 - $203
|
1.41K
$48.4K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.25% |
$121 - $152
|
1.2K
$41.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 4.17% |
$80.5 - $102
|
50
$1.72K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.1% |
$40.3 - $50.8
|
1.01K
$34.7K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.05% |
$40.3 - $50.8
|
1.99K
$68.4K
|