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 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-12.9K- 9.52% |
$128K - $663K
|
122K
$6.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-294- 3.38% |
$2.93K - $15.1K
|
8.39K
$453K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-495- 4.28% |
$4.94K - $25.5K
|
11.1K
$597K
|
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
300+ 0.59% |
$2.99K - $15.5K
|
51.1K
$2.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.7K+ 4.67% |
$36.9K - $191K
|
83K
$4.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
8.48K+ 75.98% |
$84.6K - $437K
|
19.7K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.32K- 3.15% |
$23.1K - $119K
|
71.3K
$3.85M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 11.19% |
$79.5K - $411K
|
79.2K
$4.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
18K+ 3.13% |
$180K - $930K
|
595K
$32.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 5.36% |
$359 - $1.85K
|
636
$34.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
BUY
|
- |
7.13K+ 9.03% |
$71.1K - $367K
|
86.1K
$4.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31K+ 5.41% |
$13K - $67.2K
|
25.4K
$1.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
620New |
$6.18K - $31.9K
|
620
$33.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-263- 3.49% |
$2.62K - $13.5K
|
7.28K
$393K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.03% |
$518 - $2.68K
|
157K
$8.47M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.76K- 46.86% |
$47.4K - $245K
|
5.4K
$291K
|
|
|
Oct 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-350- 2.78% |
$3.49K - $18K
|
12.3K
$661K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-123- 0.26% |
$1.23K - $6.34K
|
48K
$2.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-4- 0.22% |
$39.9 - $206
|
1.82K
$98.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.14% |
$99.7 - $515
|
7.14K
$386K
|
|
|
Oct 13, 2022
Q3 2022
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
3.5K+ 0.59% |
$34.9K - $180K
|
594K
$32M
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
17+ 0.05% |
$169 - $876
|
35K
$1.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.89K+ 68.36% |
$18.9K - $97.5K
|
4.66K
$252K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.83K- 5.17% |
$48.2K - $249K
|
88.7K
$4.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-73- 0.44% |
$728 - $3.76K
|
16.4K
$886K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-297Closed |
$2.96K - $15.3K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-310- 63.52% |
$3.09K - $16K
|
178
$9.61K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-99- 0.1% |
$987 - $5.1K
|
97K
$5.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-758- 0.43% |
$7.56K - $39.1K
|
176K
$9.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
991+ 1.66% |
$9.88K - $51.1K
|
60.7K
$3.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-712- 0.25% |
$7.1K - $36.7K
|
290K
$15.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-169K- 7.93% |
$1.68M - $8.7M
|
1.96M
$106M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10.9K- 0.13% |
$109K - $564K
|
8.1M
$437M
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 15.54% |
$9.97K - $51.5K
|
5.44K
$293K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.34K- 7.8% |
$23.3K - $121K
|
27.7K
$1.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
390+ 89.04% |
$3.89K - $20.1K
|
828
$44.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-931- 7.04% |
$9.28K - $48K
|
12.3K
$663K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-138- 29.05% |
$1.38K - $7.11K
|
337
$18.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-303K- 1.33% |
$3.02M - $15.6M
|
22.5M
$1.22B
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.7K- 11.53% |
$16.9K - $87.6K
|
13.1K
$704K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-769- 2.92% |
$7.67K - $39.6K
|
25.6K
$1.38M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$1.99K - $10.3K
|
200
$10.8K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.44K- 0.79% |
$94.1K - $487K
|
1.19M
$64.3M
|
|
| Q2 2022 | |||||||
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.98K+ 14.01% |
$215K - $292K
|
40.5K
$2.18M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.84KNew |
$79.4K - $108K
|
1.84K
$99.2K
|
|
|
Aug 23, 2022
Q2 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-3.7KClosed |
$160K - $217K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.63KNew |
$70.2K - $95.3K
|
1.63K
$87.7K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$561 - $762
|
13
$702
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4Closed |
$173 - $234
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
330New |
$14.2K - $19.3K
|
330
$17.8K
|
|