Purchases and Sales Made in Q4 2024 in Borgwarner Inc (BWA)
This table provides information about the institutional ownership of Borgwarner Inc (BWA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.54K+ 676.04% |
$143K - $161K
|
5.22K
$157K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 33.21% |
$143K - $161K
|
18.2K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.5K+ 1.24% |
$142K - $160K
|
366K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.09K+ 53.21% |
$129K - $145K
|
11.8K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.2K+ 0.72% |
$101K - $114K
|
448K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.42K+ 32.55% |
$76.1K - $85.7K
|
9.84K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.41K+ 18.45% |
$75.8K - $85.5K
|
15.5K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.39K+ 4.38% |
$75.2K - $84.8K
|
56.9K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.04K+ 25.17% |
$64.2K - $72.4K
|
10.1K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 14.73% |
$54.6K - $61.5K
|
13.5K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 17.03% |
$53.6K - $60.4K
|
11.7K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.31K+ 19.48% |
$41.4K - $46.6K
|
8.06K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.24K+ 11.79% |
$39K - $44K
|
11.7K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.18K+ 10.16% |
$37.2K - $41.9K
|
12.8K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 1.81% |
$37K - $41.7K
|
66.2K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.08K+ 14.12% |
$33.8K - $38.2K
|
8.69K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.03K+ 2.22% |
$32.4K - $36.6K
|
47.4K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
932+ 5.5% |
$29.3K - $33.1K
|
17.9K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
863+ 19.85% |
$27.2K - $30.6K
|
5.21K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
800+ 10.81% |
$25.2K - $28.4K
|
8.2K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
770+ 12.2% |
$24.2K - $27.3K
|
7.08K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
720+ 59.06% |
$22.7K - $25.6K
|
1.94K
$58.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
609+ 5.57% |
$19.2K - $21.6K
|
11.5K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
595+ 4.04% |
$18.7K - $21.1K
|
15.3K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
518+ 1.1% |
$16.3K - $18.4K
|
47.4K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
498+ 0.76% |
$15.7K - $17.7K
|
66.1K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
490+ 8.29% |
$15.4K - $17.4K
|
6.4K
$192K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
450+ 0.94% |
$14.2K - $16K
|
48.3K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
393+ 0.52% |
$12.4K - $13.9K
|
76.2K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
389New |
$12.2K - $13.8K
|
389
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
381+ 0.7% |
$12K - $13.5K
|
54.4K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
342+ 31.29% |
$10.8K - $12.1K
|
1.44K
$43.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
331+ 105.75% |
$10.4K - $11.7K
|
644
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
306+ 3.9% |
$9.63K - $10.9K
|
8.15K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
300+ 25.0% |
$9.44K - $10.6K
|
1.5K
$45K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281+ 5.76% |
$8.85K - $9.97K
|
5.16K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
256+ 161.01% |
$8.06K - $9.09K
|
415
$12.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
251New |
$7.9K - $8.91K
|
251
$7.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
238+ 62.63% |
$7.49K - $8.45K
|
618
$18.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
230New |
$7.24K - $8.16K
|
230
$6.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
216+ 26.21% |
$6.8K - $7.67K
|
1.04K
$31.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
197+ 25.85% |
$6.2K - $6.99K
|
959
$28.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
172+ 108.86% |
$5.41K - $6.1K
|
330
$9.91K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
159+ 1.54% |
$5.01K - $5.64K
|
10.5K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
153+ 0.77% |
$4.82K - $5.43K
|
20K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
145+ 0.34% |
$4.56K - $5.15K
|
42.6K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
143+ 17.08% |
$4.5K - $5.08K
|
980
$29.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
135New |
$4.25K - $4.79K
|
135
$4.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96+ 19.75% |
$3.02K - $3.41K
|
582
$17.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
95+ 11.93% |
$2.99K - $3.37K
|
891
$26.7K
|