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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
145+ 0.34% |
$4.56K - $5.15K
|
42.6K
$1.36M
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-23.8K- 6.5% |
$750K - $846K
|
343K
$10.9M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 33.21% |
$143K - $161K
|
18.2K
$581K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-131- 14.9% |
$4.12K - $4.65K
|
748
$23.9K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.18K+ 10.16% |
$37.2K - $41.9K
|
12.8K
$409K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 17.03% |
$53.6K - $60.4K
|
11.7K
$373K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.38K- 99.85% |
$43.3K - $48.8K
|
2
$63.8
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-178- 2.4% |
$5.6K - $6.32K
|
7.24K
$231K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
67.4KNew |
$2.12M - $2.39M
|
67.4K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.42K+ 32.55% |
$76.1K - $85.7K
|
9.84K
$314K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
770+ 12.2% |
$24.2K - $27.3K
|
7.08K
$226K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.1K- 19.63% |
$66.1K - $74.5K
|
8.6K
$274K
|
|
Jan 14, 2025
Q4 2024
|
Kopion Asset Management, LLC
|
SELL
|
- |
-29.6K- 8.04% |
$933K - $1.05M
|
339K
$10.8M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
159+ 1.54% |
$5.01K - $5.64K
|
10.5K
$335K
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.03K+ 2.22% |
$32.4K - $36.6K
|
47.4K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
800+ 10.81% |
$25.2K - $28.4K
|
8.2K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-5.94K- 12.74% |
$187K - $211K
|
40.7K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
55+ 26.96% |
$1.73K - $1.95K
|
259
$8.26K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6.89K- 21.81% |
$217K - $245K
|
24.7K
$788K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 73.17% |
$944 - $1.06K
|
11
$351
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
19+ 0.21% |
$598 - $674
|
8.92K
$285K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 20.42% |
$52.4K - $59.1K
|
6.49K
$207K
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
13.7KNew |
$432K - $487K
|
13.7K
$438K
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-500- 0.46% |
$15.7K - $17.7K
|
107K
$3.43M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12New |
$378 - $426
|
12
$383
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
393+ 0.52% |
$12.4K - $13.9K
|
76.2K
$2.43M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.6% |
$189 - $213
|
999
$31.9K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-571- 6.51% |
$18K - $20.3K
|
8.21K
$262K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
5.36K+ 773.74% |
$169K - $190K
|
6.06K
$193K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.38K+ 30.85% |
$169K - $191K
|
22.8K
$728K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-12.5K- 15.41% |
$392K - $442K
|
68.4K
$2.18M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
172+ 108.86% |
$5.41K - $6.1K
|
330
$10.5K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281+ 5.76% |
$8.85K - $9.97K
|
5.16K
$165K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 16.58% |
$5.24M - $6.17M
|
845K
$26.9M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
29+ 1.69% |
$905 - $1.07K
|
1.74K
$55.5K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-443- 3.99% |
$13.8K - $16.3K
|
10.7K
$340K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.07K+ 1.96% |
$64.5K - $76K
|
107K
$3.42M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
550+ 8.4% |
$17.2K - $20.2K
|
7.1K
$226K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.7KNew |
$53K - $62.4K
|
1.7K
$54.2K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 8.7% |
$6.24K - $7.35K
|
2.1K
$67K
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-68.8K- 83.99% |
$2.15M - $2.53M
|
13.1K
$418K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.74K- 0.34% |
$54.1K - $63.8K
|
510K
$16.3M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-257- 19.65% |
$8.02K - $9.44K
|
1.05K
$33.5K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.44K+ 7.06% |
$44.9K - $52.9K
|
21.8K
$696K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5.83KNew |
$182K - $214K
|
5.83K
$186K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-887- 93.66% |
$27.7K - $32.6K
|
60
$1.91K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
57K+ 14.75% |
$1.78M - $2.09M
|
443K
$14.1M
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
15.6KNew |
$487K - $574K
|
15.6K
$498K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 7.9% |
$717 - $845
|
314
$10K
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.62K- 2.97% |
$81.8K - $96.4K
|
85.6K
$2.73M
|