Purchases and Sales Made in Q3 2023 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
69+ 0.99% |
$2.72K - $3.44K
|
7.01K
$223K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
67+ 1.07% |
$2.64K - $3.34K
|
6.33K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 7.6% |
$2.44K - $3.1K
|
878
$28K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 103.92% |
$2.09K - $2.65K
|
104
$3.32K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
50+ 0.34% |
$1.97K - $2.5K
|
14.7K
$469K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 0.32% |
$1.97K - $2.5K
|
15.9K
$506K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49+ 0.14% |
$1.93K - $2.45K
|
35.5K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.47% |
$1.7K - $2.15K
|
9.29K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43+ 17.77% |
$1.7K - $2.15K
|
285
$9.09K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
43+ 0.77% |
$1.7K - $2.15K
|
5.63K
$180K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 207.14% |
$1.14K - $1.45K
|
43
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.37% |
$1.06K - $1.35K
|
7.42K
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 6.58% |
$789 - $998
|
324
$10.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$710 - $899
|
18
$574
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 2.9% |
$473 - $599
|
426
$13.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.99% |
$355 - $449
|
918
$29.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.1% |
$237 - $300
|
6.26K
$199K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 5.31% |
$237 - $300
|
119
$3.79K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$158 - $200
|
1.41K
$45K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
2+ 0.01% |
$78.9 - $99.8
|
35.1K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 3.13% |
$78.9 - $99.8
|
66
$2.1K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$39.4 - $49.9
|
1
$31.9
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 27.78% |
$197 - $250
|
13
$414
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 1.19% |
$237 - $300
|
499
$15.9K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.15% |
$276 - $349
|
4.61K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 1.97% |
$355 - $449
|
449
$14.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 1.66% |
$394 - $499
|
594
$18.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10- 0.52% |
$394 - $499
|
1.92K
$61.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-12- 0.09% |
$473 - $599
|
14K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 16.67% |
$789 - $998
|
100
$3.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-24- 92.31% |
$946 - $1.2K
|
2
$63.8
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 12.16% |
$1.06K - $1.35K
|
195
$6.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 5.45% |
$1.1K - $1.4K
|
486
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 82.61% |
$1.5K - $1.9K
|
8
$255
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-40- 4.01% |
$1.58K - $2K
|
957
$30.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-40- 0.28% |
$1.58K - $2K
|
14.4K
$459K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.09% |
$1.58K - $2K
|
3.63K
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-41- 0.48% |
$1.62K - $2.05K
|
8.42K
$268K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-44- 0.79% |
$1.73K - $2.2K
|
5.56K
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 89.8% |
$1.73K - $2.2K
|
5
$159
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-45- 0.74% |
$1.77K - $2.25K
|
6K
$191K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-49- 4.65% |
$1.93K - $2.45K
|
1.01K
$32K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
SELL
|
- |
-55- 0.23% |
$2.17K - $2.75K
|
23.8K
$757K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-57- 0.28% |
$2.25K - $2.85K
|
20.5K
$654K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 1.57% |
$2.6K - $3.29K
|
4.13K
$132K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-67- 0.72% |
$2.64K - $3.34K
|
9.3K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-69- 1.07% |
$2.72K - $3.44K
|
6.35K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 1.02% |
$2.84K - $3.59K
|
7.02K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 8.5% |
$3.23K - $4.09K
|
883
$28.2K
|