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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.52KClosed |
$37.1K - $45.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12K- 0.52% |
$321K - $357K
|
2.29M
$123M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.5KNew |
$600K - $667K
|
22.5K
$1.21M
|
|
|
Nov 14, 2018
Q3 2018
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-6.77KClosed |
$181K - $201K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-10KClosed |
$267K - $297K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-13.9KClosed |
$370K - $412K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-9KClosed |
$240K - $267K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-2.56MClosed |
$65.2M - $71.7M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-161Closed |
$4.1K - $4.51K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-713KClosed |
$18.2M - $20M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-5.94KClosed |
$151K - $166K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Aew Capital Management L P
|
SELL
|
- |
-10KClosed |
$255K - $280K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-369Closed |
$9.41K - $10.3K
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.45KClosed |
$164K - $181K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-51KClosed |
$1.3M - $1.43M
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-51- 20.48% |
$1.3K - $1.43K
|
198
$10.7K
|
|
|
Jul 24, 2018
Q2 2018
|
Wood Trust Financial Corp
|
SELL
|
- |
-47.4KClosed |
$1.21M - $1.33M
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-24.1KClosed |
$614K - $675K
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-232Closed |
$5.91K - $6.5K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-7.15KClosed |
$181K - $208K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$172K - $197K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Waterfront Capital Partners, LLC
New York, NY |
SELL
|
- |
-187KClosed |
$4.74M - $5.44M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-33.2KClosed |
$840K - $965K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.88KClosed |
$149K - $171K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.31KClosed |
$135K - $155K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-80Closed |
$2.03K - $2.33K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-225Closed |
$5.7K - $6.55K
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Nelson Capital Management, LLC
|
SELL
|
- |
-100Closed |
$2.53K - $2.91K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.79KClosed |
$70.7K - $81.3K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Coastline Trust CO
|
SELL
|
- |
-5.75KClosed |
$146K - $167K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-13.1KClosed |
$360K - $385K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-301Closed |
$8.25K - $8.83K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.4KClosed |
$339K - $363K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-800Closed |
$21.9K - $23.5K
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Financial Advantage, Inc.
|
SELL
|
- |
-450Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Jan 26, 2018
Q4 2017
|
Community Trust & Investment CO
|
SELL
|
- |
-15.8KClosed |
$432K - $462K
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
Strs Ohio
|
SELL
|
- |
-75.3KClosed |
$2.06M - $2.21M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Kbc Group Nv
|
BUY
|
- |
46.7KNew |
$1.19M - $1.29M
|
46.7K
$2.52M
|
|
|
Oct 24, 2017
Q3 2017
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-159Closed |
$4.05K - $4.38K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Jul 25, 2019
Q1 2016
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.03K- 55.42% |
N/A
|
1.63K
$88.2K
|
|