Purchases and Sales Made in Q4 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$1.93K - $2.21K
|
29
$1.76K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.78% |
$1.93K - $2.21K
|
3.76K
$228K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 116.0% |
$1.93K - $2.21K
|
54
$3.28K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24+ 0.26% |
$1.59K - $1.83K
|
9.44K
$574K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22+ 3.16% |
$1.46K - $1.68K
|
718
$43.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 0.53% |
$1.46K - $1.68K
|
4.14K
$252K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
19+ 17.43% |
$1.26K - $1.45K
|
128
$7.78K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
17+ 0.08% |
$1.13K - $1.3K
|
22.7K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 3.96% |
$996 - $1.14K
|
394
$24K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15New |
$996 - $1.14K
|
15
$912
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
13+ 0.13% |
$863 - $991
|
9.75K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.28% |
$863 - $991
|
4.59K
$279K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 7.32% |
$797 - $915
|
176
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.71% |
$598 - $686
|
1.28K
$77.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$531 - $610
|
8
$486
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.13% |
$465 - $534
|
5.4K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.1% |
$398 - $458
|
6.22K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 6.67% |
$398 - $458
|
96
$5.84K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.55% |
$332 - $381
|
327
$19.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 9.43% |
$332 - $381
|
58
$3.53K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.46% |
$332 - $381
|
1.09K
$66.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4+ 0.06% |
$266 - $305
|
6.83K
$415K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.04% |
$199 - $229
|
7.5K
$456K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$199 - $229
|
3
$182
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.37% |
$133 - $153
|
540
$32.8K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.44% |
$133 - $153
|
459
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$133 - $153
|
2
$122
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 2.33% |
$66.4 - $76.3
|
44
$2.68K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.0% |
$66.4 - $76.3
|
51
$3.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$66.4 - $76.3
|
872
$53K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 7.69% |
$66.4 - $76.3
|
14
$851
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$66.4 - $76.3
|
17K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 5.0% |
$66.4 - $76.3
|
19
$1.16K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1- -0.0% |
$66.4 - $76.3
|
251K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1- -0.0% |
$66.4 - $76.3
|
82.1K
$4.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$66.4 - $76.3
|
7.62K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 1.47% |
$133 - $153
|
134
$8.15K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 5.45% |
$199 - $229
|
52
$3.16K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 1.51% |
$398 - $458
|
392
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-6- 0.05% |
$398 - $458
|
11.7K
$713K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 3.39% |
$531 - $610
|
228
$13.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 36.0% |
$598 - $686
|
16
$973
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 92.31% |
$797 - $915
|
1
$60.8
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-17- 0.18% |
$1.13K - $1.3K
|
9.67K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 2.31% |
$1.2K - $1.37K
|
762
$46.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 0.13% |
$1.2K - $1.37K
|
13.9K
$845K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-21- 0.44% |
$1.39K - $1.6K
|
4.73K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-22- 51.16% |
$1.46K - $1.68K
|
21
$1.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 7.89% |
$1.66K - $1.91K
|
292
$17.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.23% |
$1.66K - $1.91K
|
10.8K
$656K
|