Purchases and Sales Made in Q4 2022 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 16.83% |
$6.79K - $8.9K
|
1.44K
$46K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
202+ 57.06% |
$6.6K - $8.64K
|
556
$17.7K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200+ 8.7% |
$6.53K - $8.56K
|
2.5K
$79.7K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$6.53K - $8.56K
|
200
$6.38K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$6.53K - $8.56K
|
200
$6.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
182New |
$5.94K - $7.79K
|
182
$5.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
176+ 0.58% |
$5.75K - $7.53K
|
30.6K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
155+ 66.24% |
$5.06K - $6.63K
|
389
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
148+ 0.04% |
$4.83K - $6.33K
|
387K
$12.3M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
145+ 0.18% |
$4.74K - $6.2K
|
82.9K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
126+ 0.71% |
$4.12K - $5.39K
|
17.9K
$571K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$4.05K - $5.31K
|
124
$3.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
121New |
$3.95K - $5.18K
|
121
$3.86K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
120+ 0.2% |
$3.92K - $5.13K
|
60.5K
$1.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
114+ 142.5% |
$3.72K - $4.88K
|
194
$6.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 2.41% |
$3.59K - $4.71K
|
4.67K
$149K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107New |
$3.49K - $4.58K
|
107
$3.41K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$3.27K - $4.28K
|
100
$3.19K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.27K - $4.28K
|
100
$3.19K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
100New |
$3.27K - $4.28K
|
100
$3.19K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$3.27K - $4.28K
|
100
$3.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
98New |
$3.2K - $4.19K
|
98
$3.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 9.65% |
$3.17K - $4.15K
|
1.1K
$35.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
92+ 0.46% |
$3K - $3.94K
|
20K
$639K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
81+ 0.44% |
$2.65K - $3.47K
|
18.6K
$594K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
77+ 0.19% |
$2.51K - $3.29K
|
41.1K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
69+ 3.63% |
$2.25K - $2.95K
|
1.97K
$62.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
64+ 0.81% |
$2.09K - $2.74K
|
7.99K
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
63+ 9.91% |
$2.06K - $2.7K
|
699
$22.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
63New |
$2.06K - $2.7K
|
63
$2.01K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
63+ 26.14% |
$2.06K - $2.7K
|
304
$9.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
61New |
$1.99K - $2.61K
|
61
$1.94K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
56+ 0.39% |
$1.83K - $2.4K
|
14.6K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56+ 0.14% |
$1.83K - $2.4K
|
38.9K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 3.4% |
$1.83K - $2.4K
|
1.7K
$54.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
52New |
$1.7K - $2.23K
|
52
$1.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 13.59% |
$1.63K - $2.14K
|
418
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
41New |
$1.34K - $1.75K
|
41
$1.31K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40New |
$1.31K - $1.71K
|
40
$1.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
36+ 0.05% |
$1.18K - $1.54K
|
71K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 106.67% |
$1.05K - $1.37K
|
62
$1.98K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
30+ 2.14% |
$980 - $1.28K
|
1.43K
$45.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.03% |
$849 - $1.11K
|
96.5K
$3.08M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
25New |
$816 - $1.07K
|
25
$797
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 96.0% |
$784 - $1.03K
|
49
$1.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
20+ 24.1% |
$653 - $856
|
103
$3.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$653 - $856
|
20
$638
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$653 - $856
|
20
$638
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$653 - $856
|
20
$638
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20New |
$653 - $856
|
20
$638
|