Purchases and Sales Made in Q1 2022 in Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
150New |
$8.13K - $10.1K
|
150
$9.23K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148+ 51.93% |
$8.02K - $9.93K
|
433
$26.6K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
148+ 49.33% |
$8.02K - $9.93K
|
448
$27.6K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
147+ 13.49% |
$7.96K - $9.86K
|
1.24K
$76.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
146+ 50.0% |
$7.91K - $9.79K
|
438
$26.9K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 50.4% |
$6.77K - $8.39K
|
373
$22.9K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
123New |
$6.66K - $8.25K
|
123
$7.57K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 193.55% |
$6.5K - $8.05K
|
182
$11.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117+ 54.93% |
$6.34K - $7.85K
|
330
$20.3K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
112New |
$6.07K - $7.51K
|
112
$6.89K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
110+ 50.0% |
$5.96K - $7.38K
|
330
$20.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
107+ 49.08% |
$5.8K - $7.18K
|
325
$20K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$5.42K - $6.71K
|
100
$6.15K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
99New |
$5.36K - $6.64K
|
99
$6.09K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
89+ 33.09% |
$4.82K - $5.97K
|
358
$22K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
88+ 49.72% |
$4.77K - $5.9K
|
265
$16.3K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
86New |
$4.66K - $5.77K
|
86
$5.29K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
76New |
$4.12K - $5.1K
|
76
$4.67K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
74+ 49.66% |
$4.01K - $4.96K
|
223
$13.7K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
72+ 40.22% |
$3.9K - $4.83K
|
251
$15.4K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
62+ 50.0% |
$3.36K - $4.16K
|
186
$11.4K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
54+ 48.65% |
$2.93K - $3.62K
|
165
$10.1K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
52New |
$2.82K - $3.49K
|
52
$3.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
49+ 50.52% |
$2.65K - $3.29K
|
146
$8.98K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
46+ 50.0% |
$2.49K - $3.09K
|
138
$8.49K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 49.44% |
$2.38K - $2.95K
|
133
$8.18K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
43New |
$2.33K - $2.88K
|
43
$2.64K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 41.75% |
$2.33K - $2.88K
|
146
$8.98K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
40New |
$2.17K - $2.68K
|
40
$2.46K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
38+ 48.72% |
$2.06K - $2.55K
|
116
$7.14K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
38+ 50.0% |
$2.06K - $2.55K
|
114
$7.01K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37+ 50.0% |
$2K - $2.48K
|
111
$6.83K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
37+ 49.33% |
$2K - $2.48K
|
112
$6.89K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
36+ 49.32% |
$1.95K - $2.41K
|
109
$6.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
32+ 48.48% |
$1.73K - $2.15K
|
98
$6.03K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 50.0% |
$1.73K - $2.15K
|
96
$5.9K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
30+ 50.0% |
$1.63K - $2.01K
|
90
$5.54K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
30+ 50.0% |
$1.63K - $2.01K
|
90
$5.54K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
29+ 50.0% |
$1.57K - $1.95K
|
87
$5.35K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
26+ 35.62% |
$1.41K - $1.74K
|
99
$6.09K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
26+ 123.81% |
$1.41K - $1.74K
|
47
$2.89K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 50.0% |
$1.35K - $1.68K
|
75
$4.61K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 115.0% |
$1.25K - $1.54K
|
43
$2.64K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 48.78% |
$1.08K - $1.34K
|
61
$3.75K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
17+ 48.57% |
$921 - $1.14K
|
52
$3.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
15+ 48.39% |
$813 - $1.01K
|
46
$2.83K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
15+ 42.86% |
$813 - $1.01K
|
50
$3.08K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
13+ 81.25% |
$704 - $872
|
29
$1.78K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 52.0% |
$704 - $872
|
38
$2.34K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 50.0% |
$542 - $671
|
30
$1.85K
|