Purchases and Sales Made in Q1 2025 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q1 2025. 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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
81+ 132.79% |
$2.25K - $2.66K
|
142
$5.02K
|
|
|
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 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$222 - $263
|
8
$283
|
|
|
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
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$139 - $165
|
5
$177
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.44% |
$111 - $132
|
911
$32.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.37% |
$111 - $132
|
1.09K
$38.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 1.5% |
$83.3 - $98.7
|
203
$7.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$83.3 - $98.7
|
3
$106
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$55.6 - $65.8
|
13.3K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 12.5% |
$55.6 - $65.8
|
18
$636
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$27.8 - $32.9
|
1
$35.4
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.35% |
$27.8 - $32.9
|
75
$2.65K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1- 0.83% |
$27.8 - $32.9
|
119
$4.21K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 18.18% |
$55.6 - $65.8
|
9
$318
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 22.22% |
$55.6 - $65.8
|
7
$247
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 4.65% |
$55.6 - $65.8
|
41
$1.45K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 45.45% |
$139 - $165
|
6
$212
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-7- 2.47% |
$194 - $230
|
276
$9.76K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7- 11.11% |
$194 - $230
|
56
$1.98K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 0.35% |
$222 - $263
|
2.25K
$79.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-8- 24.24% |
$222 - $263
|
25
$884
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9Closed |
$250 - $296
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-12- 24.0% |
$333 - $395
|
38
$1.34K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-12- 0.11% |
$333 - $395
|
10.5K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 7.06% |
$333 - $395
|
158
$5.59K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-21- 0.16% |
$583 - $691
|
13.2K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 64.71% |
$611 - $724
|
12
$424
|