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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.34M - $1.61M
|
28.1K
$1.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-55.3KClosed |
$2.65M - $3.17M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.07KClosed |
$195K - $234K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-100Closed |
$4.79K - $5.74K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-176K- 48.46% |
$8.44M - $10.1M
|
187K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-200KClosed |
$9.58M - $11.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106New |
$5.08K - $6.08K
|
106
$5.72K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
195+ 24.59% |
$9.34K - $11.2K
|
988
$53.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$259K - $310K
|
5.4K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.4% |
$431 - $516
|
2.26K
$122K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
18New |
$862 - $1.03K
|
18
$971
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-432Closed |
$20.7K - $24.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-703Closed |
$33.7K - $40.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.44KClosed |
$117K - $140K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
197New |
$9.43K - $11.3K
|
197
$10.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-125KClosed |
$5.97M - $7.16M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-450- 15.25% |
$21.5K - $25.8K
|
2.5K
$135K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
122New |
$5.84K - $7K
|
122
$6.58K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$575 - $689
|
12
$648
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$47.9 - $57.4
|
1
$54
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.37KNew |
$449K - $538K
|
9.37K
$506K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.2% |
$144 - $172
|
1.53K
$82.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
208New |
$9.96K - $11.9K
|
208
$11.2K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 3.0% |
$14.4K - $17.2K
|
9.69K
$523K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
87New |
$4.17K - $4.99K
|
87
$4.7K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 12.0% |
$862 - $1.03K
|
168
$9.07K
|
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-2.95KClosed |
$141K - $169K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-7.81KClosed |
$374K - $448K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-797Closed |
$38.2K - $45.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.99KClosed |
$479K - $573K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$527 - $631
|
11
$594
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.65KClosed |
$414K - $496K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.96KClosed |
$190K - $227K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.25KNew |
$409K - $485K
|
9.25K
$499K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.55K- 22.96% |
$68.5K - $81.3K
|
5.2K
$281K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
84New |
$3.71K - $4.41K
|
84
$4.53K
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-28.1KClosed |
$1.24M - $1.47M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
14.8K+ 14.71% |
$654K - $776K
|
115K
$6.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-150KClosed |
$6.63M - $7.87M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22+ 0.3% |
$973 - $1.15K
|
7.28K
$393K
|
|
|
Aug 16, 2021
Q2 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-283Closed |
$12.5K - $14.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-523Closed |
$23.1K - $27.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-74.6KClosed |
$3.3M - $3.91M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-433KClosed |
$19.1M - $22.7M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150Closed |
$6.63K - $7.87K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.6K+ 109.92% |
$1.09M - $1.29M
|
47.1K
$2.54M
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.1KClosed |
$492K - $584K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$884 - $1.05K
|
20
$1.08K
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.58KClosed |
$202K - $240K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Iridian Asset Management LLC
|
SELL
|
- |
-42.1KClosed |
$1.86M - $2.21M
|
0
$0
|
|