Purchases and Sales Made in Q4 2023 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
498+ 1.07% |
$15.9K - $19.9K
|
46.9K
$1.49M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
496+ 6.13% |
$15.9K - $19.8K
|
8.59K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$13.8K - $17.2K
|
430
$13.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
401+ 4.12% |
$12.8K - $16K
|
10.1K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
376+ 42.58% |
$12K - $15K
|
1.26K
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
367New |
$11.8K - $14.7K
|
367
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
354+ 0.82% |
$11.3K - $14.1K
|
43.7K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
353+ 4.19% |
$11.3K - $14.1K
|
8.77K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
343New |
$11K - $13.7K
|
343
$10.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
220New |
$7.04K - $8.79K
|
220
$7.01K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
219New |
$7.01K - $8.75K
|
219
$6.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
209+ 0.11% |
$6.69K - $8.35K
|
195K
$6.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
204New |
$6.53K - $8.15K
|
204
$6.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.5% |
$6.4K - $7.99K
|
40.3K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
180+ 2.27% |
$5.76K - $7.19K
|
8.13K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
180+ 2.28% |
$5.76K - $7.19K
|
8.06K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175+ 69.17% |
$5.6K - $6.99K
|
428
$13.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
162New |
$5.19K - $6.48K
|
162
$5.16K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
160New |
$5.12K - $6.4K
|
160
$5.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
160New |
$5.12K - $6.4K
|
160
$5.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
150New |
$4.8K - $6K
|
150
$4.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
146+ 37.82% |
$4.67K - $5.84K
|
532
$17K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$4.16K - $5.2K
|
130
$4.14K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
101+ 1.51% |
$3.23K - $4.04K
|
6.79K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
96New |
$3.07K - $3.84K
|
96
$3.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
93New |
$2.98K - $3.72K
|
93
$2.96K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$2.82K - $3.52K
|
88
$2.81K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
87+ 4.34% |
$2.79K - $3.48K
|
2.09K
$66.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
82New |
$2.63K - $3.28K
|
82
$2.61K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
76+ 0.09% |
$2.43K - $3.04K
|
83.3K
$2.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
73+ 0.36% |
$2.34K - $2.92K
|
20.6K
$657K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
67+ 0.16% |
$2.15K - $2.68K
|
41.2K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
66+ 55.46% |
$2.11K - $2.64K
|
185
$5.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
59+ 5.64% |
$1.89K - $2.36K
|
1.11K
$35.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
56+ 147.37% |
$1.79K - $2.24K
|
94
$3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54New |
$1.73K - $2.16K
|
54
$1.72K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 4.52% |
$1.6K - $2K
|
1.16K
$36.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
49New |
$1.57K - $1.96K
|
49
$1.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46+ 24.47% |
$1.47K - $1.84K
|
234
$7.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$1.47K - $1.84K
|
46
$1.47K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.26% |
$1.25K - $1.56K
|
14.8K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
39+ 2.28% |
$1.25K - $1.56K
|
1.75K
$55.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38New |
$1.22K - $1.52K
|
38
$1.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37New |
$1.18K - $1.48K
|
37
$1.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$1.18K - $1.48K
|
37
$1.18K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
34New |
$1.09K - $1.36K
|
34
$1.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$961 - $1.2K
|
30
$956
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 19.61% |
$961 - $1.2K
|
183
$5.83K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 20.29% |
$897 - $1.12K
|
166
$5.29K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 215.38% |
$897 - $1.12K
|
41
$1.31K
|