Latest Institutional Transactions on Borgwarner Inc (BWA)
This table provides information on the latest institutional transactions involving Borgwarner Inc (BWA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.97KNew |
$191K - $238K
|
5.97K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
14+ 0.25% |
$448 - $560
|
5.65K
$170K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-109- 1.23% |
$3.49K - $4.36K
|
8.73K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-24.1K- 18.7% |
$771K - $962K
|
105K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-68.3K- 30.55% |
$2.19M - $2.73M
|
155K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-18- 4.88% |
$576 - $719
|
351
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
18New |
$576 - $719
|
18
$540
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1K+ 16.67% |
$32K - $40K
|
7K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.51K- 34.36% |
$176K - $220K
|
10.5K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46+ 24.47% |
$1.47K - $1.84K
|
234
$7.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54New |
$1.73K - $2.16K
|
54
$1.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
850+ 8.59% |
$27.2K - $34K
|
10.8K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-179K- 76.26% |
$5.72M - $7.14M
|
55.6K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.92M- 55.42% |
$93.5M - $117M
|
2.35M
$70.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-15.7K- 99.75% |
$504K - $629K
|
39
$1.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.12K- 9.41% |
$36K - $44.9K
|
10.8K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.4KNew |
$558K - $697K
|
17.4K
$523K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
868New |
$27.8K - $34.7K
|
868
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-547- 5.11% |
$17.5K - $21.9K
|
10.2K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
351K+ 6.42% |
$11.2M - $14M
|
5.81M
$175M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-14K- 99.47% |
$447K - $558K
|
75
$2.25K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-189- 2.03% |
$6.05K - $7.55K
|
9.11K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-8.9K- 41.98% |
$285K - $356K
|
12.3K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
22KNew |
$704K - $878K
|
22K
$660K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 0.1% |
$256 - $320
|
7.67K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
160New |
$5.12K - $6.4K
|
160
$4.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.84K+ 3.25% |
$123K - $153K
|
122K
$3.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-3- 5.66% |
$96.1 - $120
|
50
$1.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$320 - $400
|
10
$300
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
498+ 1.07% |
$15.9K - $19.9K
|
46.9K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$1.18K - $1.48K
|
37
$1.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 18.09% |
$98.1K - $123K
|
13.9K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
220New |
$7.04K - $8.79K
|
220
$6.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$704 - $879
|
22
$660
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 89.53% |
$50.7K - $63.2K
|
185
$5.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
162New |
$5.19K - $6.48K
|
162
$4.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
82New |
$2.63K - $3.28K
|
82
$2.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
101+ 1.51% |
$3.23K - $4.04K
|
6.79K
$204K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.42K- 5.79% |
$45.3K - $56.6K
|
23.1K
$692K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.5K+ 82.62% |
$656K - $819K
|
45.3K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430New |
$13.8K - $17.2K
|
430
$12.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.75K- 16.04% |
$88K - $110K
|
14.4K
$432K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$4.16K - $5.2K
|
130
$3.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.68K- 5.06% |
$85.8K - $107K
|
50.2K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-69- 39.2% |
$2.21K - $2.76K
|
107
$3.21K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$2.82K - $3.52K
|
88
$2.64K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 3.73% |
$1.92K - $2.4K
|
1.55K
$46.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.87K- 14.04% |
$124K - $155K
|
23.7K
$711K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.44K- 17.85% |
$142K - $177K
|
20.4K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
401+ 4.12% |
$12.8K - $16K
|
10.1K
$304K
|