Purchases and Sales Made in Q4 2021 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 15.85% |
$1.92K - $2.2K
|
285
$16.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
33+ 0.92% |
$1.63K - $1.86K
|
3.61K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
32+ 4.32% |
$1.58K - $1.8K
|
773
$45.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
31New |
$1.53K - $1.75K
|
31
$1.83K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28+ 2.3% |
$1.38K - $1.58K
|
1.24K
$73.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
24+ 0.13% |
$1.18K - $1.35K
|
18.4K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 26.14% |
$1.13K - $1.3K
|
111
$6.55K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22New |
$1.08K - $1.24K
|
22
$1.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
21New |
$1.04K - $1.18K
|
21
$1.24K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 6.31% |
$1.04K - $1.18K
|
354
$20.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 2.44% |
$937 - $1.07K
|
799
$47.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
16New |
$789 - $901
|
16
$944
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15New |
$740 - $845
|
15
$885
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15+ 15.63% |
$740 - $845
|
111
$6.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11+ 22.45% |
$542 - $620
|
60
$3.54K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 3.81% |
$542 - $620
|
300
$17.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 2.11% |
$394 - $451
|
388
$22.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
8New |
$394 - $451
|
8
$472
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 1.43% |
$345 - $394
|
498
$29.4K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 17.24% |
$247 - $282
|
34
$2K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.42% |
$247 - $282
|
356
$21K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4+ 4.55% |
$197 - $225
|
92
$5.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
3+ 9.38% |
$148 - $169
|
35
$2.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.03% |
$148 - $169
|
10.6K
$624K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$148 - $169
|
3
$177
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$148 - $169
|
3
$177
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.19% |
$98.6 - $113
|
1.05K
$62.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2+ 0.01% |
$98.6 - $113
|
20.5K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.0% |
$49.3 - $56.3
|
23.4K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$49.3 - $56.3
|
4.35K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.64% |
$49.3 - $56.3
|
62
$3.66K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.04% |
$49.3 - $56.3
|
2.77K
$163K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$98.6 - $113
|
10.1K
$598K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5- 0.73% |
$247 - $282
|
676
$39.9K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15- 1.49% |
$740 - $845
|
989
$58.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 13.55% |
$1.04K - $1.18K
|
134
$7.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-23Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 6.4% |
$1.73K - $1.97K
|
512
$30.2K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-40Closed |
$1.97K - $2.25K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-42Closed |
$2.07K - $2.37K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-46- 0.43% |
$2.27K - $2.59K
|
10.7K
$629K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-49- 0.05% |
$2.42K - $2.76K
|
89.8K
$5.3M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-49- 73.13% |
$2.42K - $2.76K
|
18
$1.06K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.64% |
$2.47K - $2.82K
|
7.79K
$459K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-50- 1.02% |
$2.47K - $2.82K
|
4.84K
$286K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-52Closed |
$2.56K - $2.93K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59- 0.87% |
$2.91K - $3.32K
|
6.7K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-61- 0.35% |
$3.01K - $3.44K
|
17.5K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63- 0.48% |
$3.11K - $3.55K
|
13.2K
$776K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72- 1.2% |
$3.55K - $4.06K
|
5.94K
$351K
|