Purchases and Sales Made in Q3 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q3 2022. The information is specifically focused on institutions that hold shares of BERKLEY W R CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
130+ 1.13% |
$2.98K - $9.02K
|
11.6K
$749K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
123+ 1.75% |
$2.82K - $8.53K
|
7.14K
$461K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
119+ 3.3% |
$2.73K - $8.25K
|
3.73K
$241K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
114+ 19.76% |
$2.61K - $7.91K
|
691
$44.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
104+ 1.31% |
$2.38K - $7.21K
|
8.05K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$2.29K - $6.94K
|
36.9K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
99New |
$2.27K - $6.87K
|
99
$6.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 12.28% |
$2.2K - $6.66K
|
878
$56.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
75New |
$1.72K - $5.2K
|
75
$4.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
75New |
$1.72K - $5.2K
|
75
$4.84K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
70New |
$1.6K - $4.86K
|
70
$4.52K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
66+ 1.07% |
$1.51K - $4.58K
|
6.21K
$401K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61+ 1.37% |
$1.4K - $4.23K
|
4.5K
$291K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
58+ 8.03% |
$1.33K - $4.02K
|
780
$50.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
57New |
$1.31K - $3.95K
|
57
$3.68K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
55New |
$1.26K - $3.81K
|
55
$3.55K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
53+ 0.97% |
$1.21K - $3.68K
|
5.52K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
51+ 70.83% |
$1.17K - $3.54K
|
123
$7.94K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 15.55% |
$1.17K - $3.54K
|
379
$24.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
47+ 90.38% |
$1.08K - $3.26K
|
99
$6.39K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 11.8% |
$963 - $2.91K
|
398
$25.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 0.9% |
$940 - $2.84K
|
4.57K
$295K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 6.59% |
$917 - $2.77K
|
647
$41.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32+ 0.51% |
$733 - $2.22K
|
6.27K
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 74.42% |
$733 - $2.22K
|
75
$4.84K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
29+ 0.27% |
$665 - $2.01K
|
10.6K
$684K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 22.52% |
$573 - $1.73K
|
136
$8.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 0.11% |
$504 - $1.53K
|
19.8K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 525.0% |
$481 - $1.46K
|
25
$1.61K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 257.14% |
$413 - $1.25K
|
25
$1.61K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16New |
$367 - $1.11K
|
16
$1.03K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
15+ 13.89% |
$344 - $1.04K
|
123
$7.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 3.59% |
$252 - $763
|
317
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.12% |
$206 - $624
|
7.49K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
9+ 0.01% |
$206 - $624
|
120K
$7.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
7+ 15.22% |
$160 - $486
|
53
$3.42K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 116.67% |
$160 - $486
|
13
$839
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6New |
$138 - $416
|
6
$387
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 1.38% |
$138 - $416
|
442
$28.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.94% |
$115 - $347
|
538
$34.7K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.88% |
$91.7 - $277
|
457
$29.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.01% |
$68.8 - $208
|
30.7K
$1.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.26% |
$22.9 - $69.4
|
393
$25.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.2% |
$22.9 - $69.4
|
497
$32.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$22.9 - $69.4
|
35.2K
$2.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.79% |
$22.9 - $69.4
|
128
$8.26K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$22.9 - $69.4
|
871
$56.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$22.9 - $69.4
|
1.27K
$82.1K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.02% |
$22.9 - $69.4
|
6.54K
$422K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 9.09% |
$45.8 - $139
|
20
$1.29K
|