Purchases and Sales Made in Q2 2023 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q2 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 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
64+ 13.65% |
$2.74K - $3.15K
|
533
$18.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 0.64% |
$2.57K - $2.95K
|
9.36K
$331K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
58New |
$2.48K - $2.85K
|
58
$2.05K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 5.81% |
$2.27K - $2.61K
|
965
$34.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 5.81% |
$2.27K - $2.61K
|
965
$34.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
52+ 0.75% |
$2.23K - $2.56K
|
6.94K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 27.37% |
$2.23K - $2.56K
|
242
$8.55K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
51+ 0.35% |
$2.18K - $2.51K
|
14.7K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
49+ 0.93% |
$2.1K - $2.41K
|
5.32K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
49New |
$2.1K - $2.41K
|
49
$1.73K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 4.58% |
$1.97K - $2.26K
|
1.05K
$37.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 35.38% |
$1.97K - $2.26K
|
176
$6.22K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
43New |
$1.84K - $2.11K
|
43
$1.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
36+ 0.45% |
$1.54K - $1.77K
|
8K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
36+ 0.45% |
$1.54K - $1.77K
|
8K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
35+ 0.06% |
$1.5K - $1.72K
|
54K
$1.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
35+ 0.58% |
$1.5K - $1.72K
|
6.05K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.46% |
$1.46K - $1.67K
|
7.39K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 10.68% |
$1.28K - $1.47K
|
311
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
29New |
$1.24K - $1.43K
|
29
$1.03K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
28+ 0.3% |
$1.2K - $1.38K
|
9.48K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
26New |
$1.11K - $1.28K
|
26
$919
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 6.43% |
$1.07K - $1.23K
|
414
$14.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 0.39% |
$1.07K - $1.23K
|
6.45K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 171.43% |
$1.03K - $1.18K
|
38
$1.34K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24+ 0.53% |
$1.03K - $1.18K
|
4.53K
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
23+ 0.08% |
$984 - $1.13K
|
28.2K
$997K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 1.7% |
$899 - $1.03K
|
1.26K
$44.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.4% |
$899 - $1.03K
|
5.27K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14New |
$599 - $688
|
14
$495
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 1.29% |
$556 - $639
|
1.02K
$36.1K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$514 - $590
|
12
$424
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$471 - $541
|
11
$389
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 5.41% |
$428 - $492
|
195
$6.89K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 10.1% |
$428 - $492
|
109
$3.85K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 100.0% |
$385 - $442
|
18
$636
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.25% |
$257 - $295
|
2.45K
$86.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 38.46% |
$214 - $246
|
18
$636
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.33% |
$128 - $147
|
909
$32.1K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 25.0% |
$85.6 - $98.3
|
10
$354
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 0.2% |
$85.6 - $98.3
|
1.01K
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.2% |
$42.8 - $49.2
|
495
$17.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.32% |
$42.8 - $49.2
|
312
$11K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.05% |
$42.8 - $49.2
|
1.99K
$70.2K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$42.8 - $49.2
|
1.24K
$43.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$42.8 - $49.2
|
1.24K
$43.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$42.8 - $49.2
|
6.69K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$42.8 - $49.2
|
1.41K
$49.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 4.0% |
$85.6 - $98.3
|
48
$1.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.82% |
$214 - $246
|
604
$21.4K
|