Purchases and Sales Made in Q2 2024 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.2% |
$223 - $264
|
592
$19K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.23% |
$223 - $264
|
3.04K
$97.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7New |
$223 - $264
|
7
$225
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.07% |
$191 - $226
|
8.03K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.01% |
$159 - $189
|
64.7K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.08% |
$159 - $189
|
6.44K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 35.71% |
$159 - $189
|
19
$610
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 9.76% |
$127 - $151
|
45
$1.44K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$127 - $151
|
1.39K
$44.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.49% |
$63.7 - $75.4
|
412
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.3% |
$63.7 - $75.4
|
671
$21.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.01% |
$31.9 - $37.7
|
8.12K
$260K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.12% |
$31.9 - $37.7
|
838
$26.9K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$31.9 - $37.7
|
2
$64.2
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 8.51% |
$127 - $151
|
43
$1.38K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$159 - $189
|
81.3K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.47% |
$223 - $264
|
469
$15K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 2.2% |
$255 - $302
|
356
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9- 0.14% |
$287 - $339
|
6.63K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-9- 0.12% |
$287 - $339
|
7.29K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 36.36% |
$382 - $453
|
21
$674
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 6.19% |
$446 - $528
|
212
$6.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-17- 0.89% |
$542 - $641
|
1.89K
$60.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 0.66% |
$637 - $754
|
3.03K
$97.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-24- 0.1% |
$765 - $905
|
24.8K
$794K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 2.7% |
$797 - $943
|
901
$28.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 2.0% |
$956 - $1.13K
|
1.47K
$47.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-30- 0.41% |
$956 - $1.13K
|
7.27K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-30- 0.3% |
$956 - $1.13K
|
10K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32- 8.77% |
$1.02K - $1.21K
|
333
$10.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 3.35% |
$1.05K - $1.24K
|
953
$30.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-41- 0.56% |
$1.31K - $1.55K
|
7.25K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-49- 0.23% |
$1.56K - $1.85K
|
21.6K
$692K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 12.02% |
$1.59K - $1.89K
|
366
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-51- 5.85% |
$1.62K - $1.92K
|
821
$26.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-54- 0.39% |
$1.72K - $2.04K
|
13.9K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-57- 0.16% |
$1.82K - $2.15K
|
35.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-59- 6.88% |
$1.88K - $2.23K
|
798
$25.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-60- 13.92% |
$1.91K - $2.26K
|
371
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-63Closed |
$2.01K - $2.38K
|
0
$0
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-68- 6.37% |
$2.17K - $2.56K
|
1K
$32.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-71- 5.98% |
$2.26K - $2.68K
|
1.12K
$35.8K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-74- 0.24% |
$2.36K - $2.79K
|
30.7K
$984K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-75- 55.56% |
$2.39K - $2.83K
|
60
$1.92K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-80- 0.41% |
$2.55K - $3.02K
|
19.6K
$629K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-96- 28.57% |
$3.06K - $3.62K
|
240
$7.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-100- 31.15% |
$3.19K - $3.77K
|
221
$7.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-100- 47.85% |
$3.19K - $3.77K
|
109
$3.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.51% |
$3.19K - $3.77K
|
19.6K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-101- 0.13% |
$3.22K - $3.81K
|
80.3K
$2.58M
|