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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.81% |
$787 - $887
|
3.12K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22New |
$693 - $781
|
22
$778
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
20+ 0.04% |
$630 - $710
|
47.2K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
19+ 0.21% |
$598 - $674
|
8.92K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.29% |
$567 - $639
|
1.41K
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12New |
$378 - $426
|
12
$424
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12New |
$378 - $426
|
12
$424
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$315 - $355
|
10
$354
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$315 - $355
|
10
$354
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$283 - $319
|
9
$318
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$283 - $319
|
9
$318
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 1.79% |
$283 - $319
|
513
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$252 - $284
|
8
$283
|
|
|
Feb 13, 2025
Q4 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
7New |
$220 - $248
|
7
$247
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.6% |
$189 - $213
|
999
$35.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$157 - $177
|
5
$177
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 10.26% |
$126 - $142
|
43
$1.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.37% |
$126 - $142
|
1.09K
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.33% |
$94.4 - $106
|
907
$32.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.68% |
$94.4 - $106
|
34
$1.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1New |
$31.5 - $35.5
|
1
$35.4
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.42% |
$31.5 - $35.5
|
238
$8.41K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$31.5 - $35.5
|
1
$35.4
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 3.67% |
$126 - $142
|
105
$3.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 3.23% |
$126 - $142
|
120
$4.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 5.85% |
$315 - $355
|
161
$5.69K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-13- 0.12% |
$409 - $461
|
10.8K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13- 1.15% |
$409 - $461
|
1.12K
$39.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 46.34% |
$598 - $674
|
22
$778
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21- 0.21% |
$661 - $745
|
10.2K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23- 1.61% |
$724 - $816
|
1.41K
$49.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 5.83% |
$787 - $887
|
404
$14.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-29- 0.22% |
$913 - $1.03K
|
13.3K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-30- 60.0% |
$944 - $1.06K
|
20
$707
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 73.17% |
$944 - $1.06K
|
11
$389
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-33- 0.07% |
$1.04K - $1.17K
|
44K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-41- 2.35% |
$1.29K - $1.46K
|
1.7K
$60.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-50- 1.69% |
$1.57K - $1.77K
|
2.9K
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-54- 50.94% |
$1.7K - $1.92K
|
52
$1.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-70- 0.87% |
$2.2K - $2.48K
|
7.97K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 53.79% |
$2.24K - $2.52K
|
61
$2.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-82- 0.29% |
$2.58K - $2.91K
|
27.8K
$982K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-100- 1.41% |
$3.15K - $3.55K
|
7K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-105- 68.18% |
$3.31K - $3.73K
|
49
$1.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 79.61% |
$3.81K - $4.29K
|
31
$1.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-129- 3.8% |
$4.06K - $4.58K
|
3.27K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-131- 14.9% |
$4.12K - $4.65K
|
748
$26.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 10.94% |
$4.22K - $4.76K
|
1.09K
$38.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-135- 0.17% |
$4.25K - $4.79K
|
80.6K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-138- 0.6% |
$4.34K - $4.9K
|
23K
$814K
|