Latest Institutional Transactions on Brookfield Asset Management Inc. (BAM)
This table provides information on the latest institutional transactions involving Brookfield Asset Management Inc. (BAM) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
70.1K+ 54.13% |
$699K - $3.61M
|
200K
$10.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
PUT |
-5.1K- 17.96% |
$50.8K - $263K
|
23.3K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.2K- 1.6% |
$171K - $884K
|
1.06M
$57M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.13K- 1.43% |
$31.2K - $161K
|
216K
$11.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-133K- 4.42% |
$1.32M - $6.83M
|
2.87M
$155M
|
|
|
Oct 25, 2022
Q3 2022
|
Marathon Asset Management LTD
|
SELL
|
- |
-186K- 6.54% |
$1.86M - $9.6M
|
2.66M
$144M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-90- 46.88% |
$897 - $4.64K
|
102
$5.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.5K+ 28.71% |
$34.9K - $180K
|
15.7K
$847K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.89K+ 4.21% |
$68.7K - $355K
|
171K
$9.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.31K+ 144.67% |
$23K - $119K
|
3.91K
$211K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.51K- 4.89% |
$44.9K - $232K
|
87.6K
$4.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.72K- 3.01% |
$37.1K - $192K
|
120K
$6.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
268+ 0.18% |
$2.67K - $13.8K
|
147K
$7.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
BUY
|
- |
1.02K+ 27.02% |
$10.2K - $52.7K
|
4.81K
$259K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-58.3K- 30.73% |
$582K - $3.01M
|
132K
$7.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.89K+ 63.82% |
$28.8K - $149K
|
7.41K
$400K
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-75- 0.18% |
$748 - $3.86K
|
41.6K
$2.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-150- 1.92% |
$1.5K - $7.73K
|
7.64K
$413K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 17.11% |
$50.8K - $263K
|
24.7K
$1.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.56KClosed |
$45.5K - $235K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.51KNew |
$25K - $129K
|
2.51K
$135K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.01K+ 12.28% |
$10.1K - $52.1K
|
9.25K
$499K
|
|
|
Oct 21, 2022
Q3 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
896+ 10.17% |
$8.93K - $46.2K
|
9.71K
$524K
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-6.74K- 0.54% |
$67.2K - $347K
|
1.23M
$66.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.58K- 5.27% |
$15.7K - $81.1K
|
28.3K
$1.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-152K- 50.94% |
$1.51M - $7.82M
|
146K
$7.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
223K+ 6.22% |
$2.22M - $11.5M
|
3.81M
$206M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3.65K- 4.65% |
$36.4K - $188K
|
74.8K
$4.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
680+ 4.3% |
$6.78K - $35K
|
16.5K
$890K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-428- 3.81% |
$4.27K - $22.1K
|
10.8K
$583K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-397- 4.19% |
$3.96K - $20.5K
|
9.09K
$490K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
20+ 36.36% |
$199 - $1.03K
|
75
$4.05K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226New |
$2.25K - $11.6K
|
226
$12.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.42K+ 3.5% |
$54.1K - $279K
|
160K
$8.66M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
835+ 7.36% |
$8.32K - $43K
|
12.2K
$657K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 11.91% |
$15.2K - $78.5K
|
11.3K
$608K
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.34K+ 1.39% |
$23.3K - $120K
|
170K
$9.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
64+ 0.15% |
$638 - $3.3K
|
41.7K
$2.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.76K- 3.6% |
$17.6K - $90.8K
|
47.2K
$2.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
78.4KNew |
$782K - $4.04M
|
78.4K
$4.23M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
749+ 7.14% |
$7.47K - $38.6K
|
11.2K
$606K
|
|
|
Oct 19, 2022
Q3 2022
|
Baskin Financial Services Inc.
|
SELL
|
- |
-13.2K- 1.43% |
$132K - $682K
|
912K
$49.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.18% |
$120 - $618
|
6.65K
$359K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
150+ 1.92% |
$1.5K - $7.73K
|
7.95K
$429K
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.98K- 33.33% |
$29.7K - $154K
|
5.96K
$322K
|
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
54+ 0.14% |
$538 - $2.78K
|
39.4K
$2.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-7- 0.05% |
$69.8 - $361
|
15.4K
$833K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 2.84% |
$49.9 - $258
|
181
$9.77K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20K+ 49.63% |
$199K - $1.03M
|
60.3K
$3.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Qv Investors Inc.
|
SELL
|
- |
-24.1K- 2.37% |
$241K - $1.24M
|
994K
$53.7M
|