Latest Institutional Transactions on Berkley W R Corp (WRB)
This table provides information on the latest institutional transactions involving Berkley W R Corp (WRB) 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-82Closed |
$4.44K - $5.5K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-184Closed |
$9.97K - $12.3K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 52.0% |
$704 - $872
|
38
$2.34K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
38+ 50.0% |
$2.06K - $2.55K
|
114
$7.01K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-10.9KClosed |
$591K - $732K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-4KClosed |
$217K - $268K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-5.9KClosed |
$291K - $332K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-40Closed |
$1.97K - $2.25K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-337Closed |
$16.6K - $19K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-43.4KClosed |
$2.14M - $2.44M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-590Closed |
$29.1K - $33.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-60.6KClosed |
$2.99M - $3.41M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02KClosed |
$149K - $170K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-149- 3.09% |
$7.35K - $8.39K
|
4.68K
$288K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-262Closed |
$12.9K - $14.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-342Closed |
$16.9K - $19.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
84New |
$4.14K - $4.73K
|
84
$5.17K
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-9.1KClosed |
$449K - $512K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.27KClosed |
$62.6K - $71.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-52Closed |
$2.56K - $2.93K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-15.6KClosed |
$742K - $797K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12Closed |
$572 - $614
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-3.15KClosed |
$150K - $161K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11Closed |
$524 - $563
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.8KClosed |
$514K - $552K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.06KClosed |
$193K - $207K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
243New |
$11.6K - $12.4K
|
243
$14.9K
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-150KClosed |
$7.14M - $7.67M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-136Closed |
$6.48K - $6.96K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-41.7KClosed |
$2.02M - $2.26M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-56Closed |
$2.72K - $3.04K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.79KClosed |
$135K - $151K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112Closed |
$5.43K - $6.08K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-145KClosed |
$7.05M - $7.89M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-925Closed |
$44.9K - $50.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-1MClosed |
$48.6M - $54.4M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-82Closed |
$3.98K - $4.45K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.63KClosed |
$225K - $252K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9KClosed |
$141K - $157K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.83KClosed |
$186K - $208K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-87Closed |
$4.22K - $4.72K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.16K - $1.3K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.28KNew |
$159K - $178K
|
3.28K
$201K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.41KClosed |
$165K - $185K
|
0
$0
|
|
Q1 2021 | |||||||
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.64K - $2.06K
|
40
$2.46K
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-77Closed |
$3.16K - $3.96K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.2KClosed |
$337K - $421K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.52KClosed |
$186K - $232K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8KClosed |
$485K - $607K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-94Closed |
$3.86K - $4.83K
|
0
$0
|