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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
40+ 38.83% |
$1.61K - $2.03K
|
143
$4.29K
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
1.54KNew |
$62K - $78.2K
|
1.54K
$46.2K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
21.5K+ 82.33% |
$867K - $1.09M
|
47.7K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
145New |
$5.84K - $7.37K
|
145
$4.35K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
17.1KNew |
$688K - $868K
|
17.1K
$513K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22New |
$886 - $1.12K
|
22
$660
|
|
|
Apr 26, 2023
Q1 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
787K+ 97.21% |
$31.7M - $40M
|
1.6M
$47.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
8.99K+ 96.37% |
$362K - $457K
|
18.3K
$550K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
2.1KNew |
$84.5K - $107K
|
2.1K
$63K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35New |
$1.41K - $1.78K
|
35
$1.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
14.2KNew |
$573K - $723K
|
14.2K
$427K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$201 - $254
|
5
$150
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
65New |
$2.62K - $3.3K
|
65
$1.95K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$8.05K - $10.2K
|
200
$6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 100.0% |
$8.05K - $10.2K
|
400
$12K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.93K- 20.5% |
$128K - $168K
|
15.2K
$457K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-5.32KClosed |
$174K - $227K
|
0
$0
|
|
|
May 10, 2023
Q4 2022
|
Kailix Advisors LLC
Fort Lauderdale, FL |
BUY
|
- |
198KNew |
$6.47M - $8.48M
|
198K
$5.95M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.06KNew |
$165K - $217K
|
5.06K
$152K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$3.27K - $4.28K
|
100
$3K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.75K- 15.2% |
$220K - $289K
|
37.7K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.79KNew |
$58.6K - $76.8K
|
1.79K
$53.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
61New |
$1.99K - $2.61K
|
61
$1.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-4.5K- 25.71% |
$147K - $193K
|
13K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-31- 23.13% |
$1.01K - $1.33K
|
103
$3.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
46.4K+ 80.18% |
$1.52M - $1.99M
|
104K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-6.03K- 39.41% |
$197K - $258K
|
9.27K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
64.5K+ 90.21% |
$2.11M - $2.76M
|
136K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$32.7K - $42.8K
|
1K
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
32.6KNew |
$1.06M - $1.39M
|
32.6K
$977K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$653 - $856
|
20
$600
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
44.9KNew |
$1.47M - $1.92M
|
44.9K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
260KNew |
$8.48M - $11.1M
|
260K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
12+ 100.0% |
$392 - $513
|
24
$720
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
67.2K+ 179.76% |
$2.2M - $2.88M
|
105K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
182New |
$5.94K - $7.79K
|
182
$5.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
306New |
$9.99K - $13.1K
|
306
$9.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.3KNew |
$173K - $227K
|
5.3K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.76K- 11.36% |
$57.3K - $75.1K
|
13.7K
$411K
|
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-304K- 42.96% |
$9.92M - $13M
|
403K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-682- 3.78% |
$22.3K - $29.2K
|
17.4K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
744+ 16.6% |
$24.3K - $31.8K
|
5.23K
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-6- 18.75% |
$196 - $257
|
26
$781
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.6KNew |
$183K - $240K
|
5.6K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
11.9K+ 5.7% |
$389K - $510K
|
221K
$6.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$653 - $856
|
20
$600
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 50.0% |
$32.7 - $42.8
|
1
$30
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
245+ 331.08% |
$8K - $10.5K
|
319
$9.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5.05KNew |
$165K - $216K
|
5.05K
$152K
|
|