Purchases and Sales Made in Q3 2024 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
40+ 4.2% |
$1.25K - $1.47K
|
993
$35.1K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 25.62% |
$967 - $1.14K
|
152
$5.37K
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
29+ 1.69% |
$905 - $1.07K
|
1.74K
$61.5K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 25.71% |
$842 - $992
|
132
$4.67K
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
27+ 0.11% |
$842 - $992
|
23.5K
$831K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 7.9% |
$717 - $845
|
314
$11.1K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23+ 1.64% |
$717 - $845
|
1.43K
$50.5K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 95.24% |
$624 - $735
|
41
$1.45K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$468 - $551
|
15
$530
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 4.37% |
$312 - $368
|
239
$8.45K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 2.02% |
$312 - $368
|
504
$17.8K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$281 - $331
|
9
$318
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.03% |
$250 - $294
|
27.9K
$985K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.58% |
$250 - $294
|
1.39K
$49.3K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 6.0% |
$187 - $221
|
106
$3.75K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
6+ 5.08% |
$187 - $221
|
124
$4.38K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$156 - $184
|
5
$177
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.33% |
$93.6 - $110
|
904
$32K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.28% |
$93.6 - $110
|
1.08K
$38.2K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.08% |
$93.6 - $110
|
3.72K
$131K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 1.56% |
$31.2 - $36.8
|
65
$2.3K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.5% |
$31.2 - $36.8
|
39
$1.38K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.21% |
$31.2 - $36.8
|
468
$16.5K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$125 - $147
|
10K
$353K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.26% |
$125 - $147
|
313
$11.1K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.41% |
$125 - $147
|
961
$34K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.48% |
$125 - $147
|
834
$29.5K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 26.32% |
$156 - $184
|
14
$495
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-6- 0.32% |
$187 - $221
|
1.89K
$66.7K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.31% |
$281 - $331
|
380
$13.4K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 42.31% |
$343 - $404
|
15
$530
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 0.97% |
$374 - $441
|
1.22K
$43.1K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 31.11% |
$437 - $515
|
31
$1.1K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.63% |
$593 - $698
|
3.02K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-22- 50.0% |
$686 - $809
|
22
$778
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25- 3.05% |
$780 - $919
|
796
$28.1K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 13.66% |
$780 - $919
|
158
$5.59K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-32- 74.42% |
$998 - $1.18K
|
11
$389
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.46% |
$1.03K - $1.21K
|
7.22K
$255K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34- 7.34% |
$1.06K - $1.25K
|
429
$15.2K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 1.61% |
$1.56K - $1.84K
|
3.06K
$108K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-56- 0.05% |
$1.75K - $2.06K
|
113K
$3.99M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61- 6.89% |
$1.9K - $2.24K
|
824
$29.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61- 0.6% |
$1.9K - $2.24K
|
10.1K
$358K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-62- 56.88% |
$1.93K - $2.28K
|
47
$1.66K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-65- 0.18% |
$2.03K - $2.39K
|
35.4K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-66- 30.0% |
$2.06K - $2.43K
|
154
$5.44K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-67- 46.85% |
$2.09K - $2.46K
|
76
$2.69K
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-71- 19.14% |
$2.21K - $2.61K
|
300
$10.6K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-75- 2.48% |
$2.34K - $2.76K
|
2.95K
$104K
|