Purchases and Sales Made in Q1 2024 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
32+ 18.08% |
$965 - $1.15K
|
209
$7.39K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 3.46% |
$935 - $1.11K
|
926
$32.7K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.02% |
$694 - $827
|
128K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.61% |
$452 - $539
|
2.49K
$88.1K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 33.33% |
$302 - $359
|
40
$1.41K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 4.63% |
$302 - $359
|
226
$7.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 32.0% |
$241 - $288
|
33
$1.17K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8New |
$241 - $288
|
8
$283
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 16.67% |
$90.5 - $108
|
21
$742
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.05% |
$90.5 - $108
|
6.64K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.01% |
$90.5 - $108
|
28.1K
$992K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$90.5 - $108
|
3
$106
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 1.09% |
$60.3 - $71.9
|
185
$6.54K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 20.0% |
$60.3 - $71.9
|
12
$424
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 40.0% |
$60.3 - $71.9
|
7
$247
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.6% |
$60.3 - $71.9
|
336
$11.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.17% |
$30.2 - $35.9
|
47
$1.66K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 2.08% |
$60.3 - $71.9
|
94
$3.32K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$60.3 - $71.9
|
4.13K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 18.75% |
$90.5 - $108
|
13
$460
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.05% |
$90.5 - $108
|
6.44K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3- 0.04% |
$90.5 - $108
|
8.25K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.43% |
$121 - $144
|
930
$32.9K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 13.51% |
$151 - $180
|
32
$1.13K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-6- 1.11% |
$181 - $216
|
536
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-8- 0.42% |
$241 - $288
|
1.91K
$67.6K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 0.1% |
$241 - $288
|
8.12K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 14.89% |
$422 - $503
|
80
$2.83K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 26.79% |
$452 - $539
|
41
$1.45K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 16.48% |
$452 - $539
|
76
$2.69K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 0.09% |
$452 - $539
|
16.3K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 3.94% |
$724 - $863
|
585
$20.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26- 3.93% |
$784 - $934
|
635
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-32- 0.04% |
$965 - $1.15K
|
73K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 2.26% |
$965 - $1.15K
|
1.38K
$48.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-35- 92.11% |
$1.06K - $1.26K
|
3
$106
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-43- 0.2% |
$1.3K - $1.55K
|
22K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.74% |
$1.33K - $1.58K
|
5.93K
$210K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-47- 28.31% |
$1.42K - $1.69K
|
119
$4.21K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-50- 2.98% |
$1.51K - $1.8K
|
1.63K
$57.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 20.0% |
$1.51K - $1.8K
|
200
$7.07K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 15.11% |
$1.51K - $1.8K
|
281
$9.93K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-54- 0.67% |
$1.63K - $1.94K
|
8.01K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-56- 10.53% |
$1.69K - $2.01K
|
476
$16.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 2.3% |
$1.96K - $2.34K
|
2.76K
$97.5K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-76- 1.37% |
$2.29K - $2.73K
|
5.47K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-93- 3.26% |
$2.8K - $3.34K
|
2.76K
$97.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-126- 32.06% |
$3.8K - $4.53K
|
267
$9.44K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-130- 63.73% |
$3.92K - $4.67K
|
74
$2.62K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-133- 38.78% |
$4.01K - $4.78K
|
210
$7.42K
|