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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$40.3 - $50.8
|
419
$13.4K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
$40.3 - $50.8
|
8
$255
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.1% |
$40.3 - $50.8
|
1.01K
$32.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.13% |
$40.3 - $50.8
|
768
$24.5K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$40.3 - $50.8
|
2
$63.8
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1- 0.05% |
$40.3 - $50.8
|
1.94K
$61.8K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.06% |
$161 - $203
|
190
$6.06K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 0.21% |
$201 - $254
|
2.4K
$76.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 35.0% |
$282 - $356
|
13
$414
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 16.95% |
$403 - $508
|
49
$1.56K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-14- 2.7% |
$564 - $711
|
504
$16.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-22- 0.21% |
$886 - $1.12K
|
10.3K
$328K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-25- 0.46% |
$1.01K - $1.27K
|
5.43K
$173K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-26- 1.37% |
$1.05K - $1.32K
|
1.87K
$59.5K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-27- 0.07% |
$1.09K - $1.37K
|
39.8K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 2.09% |
$1.21K - $1.52K
|
1.4K
$44.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-36- 0.85% |
$1.45K - $1.83K
|
4.2K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44Closed |
$1.77K - $2.24K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-44- 0.25% |
$1.77K - $2.24K
|
17.6K
$563K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 0.96% |
$1.81K - $2.29K
|
4.63K
$147K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-54- 0.96% |
$2.17K - $2.74K
|
5.59K
$178K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-62- 0.05% |
$2.5K - $3.15K
|
119K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-63- 54.78% |
$2.54K - $3.2K
|
52
$1.66K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-65- 0.35% |
$2.62K - $3.3K
|
18.4K
$588K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-69- 3.5% |
$2.78K - $3.51K
|
1.9K
$60.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-71- 1.09% |
$2.86K - $3.61K
|
6.42K
$205K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-77- 5.87% |
$3.1K - $3.91K
|
1.24K
$39.4K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-85- 0.77% |
$3.42K - $4.32K
|
11K
$350K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-86- 4.14% |
$3.46K - $4.37K
|
1.99K
$63.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 12.88% |
$3.62K - $4.57K
|
609
$19.4K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100Closed |
$4.03K - $5.08K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-100- 0.5% |
$4.03K - $5.08K
|
19.9K
$636K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 4.0% |
$4.03K - $5.08K
|
2.4K
$76.5K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-101- 0.02% |
$4.07K - $5.13K
|
492K
$15.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-106- 1.46% |
$4.27K - $5.39K
|
7.14K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-108- 0.58% |
$4.35K - $5.49K
|
18.5K
$590K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-112- 1.69% |
$4.51K - $5.69K
|
6.52K
$208K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-120- 0.84% |
$4.83K - $6.1K
|
14.2K
$452K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-122- 1.66% |
$4.91K - $6.2K
|
7.22K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-132- 0.81% |
$5.31K - $6.71K
|
16.2K
$518K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-142- 0.4% |
$5.72K - $7.22K
|
35K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-156- 1.84% |
$6.28K - $7.93K
|
8.33K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-174- 5.82% |
$7.01K - $8.84K
|
2.82K
$89.8K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-198- 0.12% |
$7.97K - $10.1K
|
169K
$5.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-200- 2.04% |
$8.05K - $10.2K
|
9.6K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-200- 80.0% |
$8.05K - $10.2K
|
50
$1.59K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-214- 5.61% |
$8.62K - $10.9K
|
3.6K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-217- 4.25% |
$8.74K - $11K
|
4.89K
$156K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-246- 0.26% |
$9.9K - $12.5K
|
94K
$3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-270- 1.09% |
$10.9K - $13.7K
|
24.4K
$778K
|