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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$653 - $856
|
20
$707
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20New |
$653 - $856
|
20
$707
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$653 - $856
|
20
$707
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$555 - $727
|
17
$601
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
16New |
$523 - $685
|
16
$566
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.53% |
$490 - $642
|
2.82K
$99.8K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
15+ 0.02% |
$490 - $642
|
60.9K
$2.15M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 8.82% |
$490 - $642
|
185
$6.54K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 19.74% |
$490 - $642
|
91
$3.22K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
12+ 4.44% |
$392 - $513
|
282
$9.97K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
12+ 100.0% |
$392 - $513
|
24
$848
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$359 - $471
|
11
$389
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$229 - $300
|
7
$247
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$163 - $214
|
5
$177
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.22% |
$163 - $214
|
230
$8.13K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.33% |
$98 - $128
|
902
$31.9K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$65.3 - $85.6
|
1.4K
$49.6K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2New |
$65.3 - $85.6
|
2
$70.7
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.05% |
$32.7 - $42.8
|
1.99K
$70.2K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.32% |
$32.7 - $42.8
|
311
$11K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$32.7 - $42.8
|
1.31K
$46.4K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.95% |
$32.7 - $42.8
|
106
$3.75K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1- -0.0% |
$32.7 - $42.8
|
21.9K
$774K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$32.7 - $42.8
|
1
$35.4
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1- -0.0% |
$32.7 - $42.8
|
9.82M
$347M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.01% |
$32.7 - $42.8
|
8.02K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2- 0.1% |
$65.3 - $85.6
|
1.94K
$68.6K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 8.33% |
$98 - $128
|
33
$1.17K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 1.02% |
$98 - $128
|
292
$10.3K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-6- 18.75% |
$196 - $257
|
26
$919
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 11.11% |
$196 - $257
|
48
$1.7K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11- 0.7% |
$359 - $471
|
1.56K
$55.1K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.47% |
$392 - $513
|
474
$16.8K
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-12- 0.03% |
$392 - $513
|
40.4K
$1.43M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 0.58% |
$784 - $1.03K
|
4.13K
$146K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25- 0.44% |
$816 - $1.07K
|
5.62K
$199K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-31- 23.13% |
$1.01K - $1.33K
|
103
$3.64K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34- 0.21% |
$1.11K - $1.45K
|
16.4K
$579K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-35- 0.28% |
$1.14K - $1.5K
|
12.5K
$443K
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-37- 0.11% |
$1.21K - $1.58K
|
32.4K
$1.15M
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-45- 46.88% |
$1.47K - $1.93K
|
51
$1.8K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-50- 0.26% |
$1.63K - $2.14K
|
19.2K
$677K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-74- 0.7% |
$2.42K - $3.17K
|
10.5K
$370K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-84- 6.57% |
$2.74K - $3.59K
|
1.19K
$42.2K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-85- 24.01% |
$2.78K - $3.64K
|
269
$9.51K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-93- 44.71% |
$3.04K - $3.98K
|
115
$4.07K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.66% |
$3.27K - $4.28K
|
15.1K
$534K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-105- 0.38% |
$3.43K - $4.49K
|
27.4K
$969K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-128- 19.81% |
$4.18K - $5.48K
|
518
$18.3K
|