Latest Institutional Purchases of Brookfield Asset Management Inc. (BAM)
This list provides information on the latest institutional transactions involving Brookfield Asset Management Inc. (BAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.35K+ 0.49% |
$43.4K - $224K
|
898K
$49.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.24K+ 37.18% |
$42.3K - $218K
|
15.6K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
4.07K+ 45.55% |
$40.6K - $210K
|
13K
$717K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4KNew |
$39.9K - $206K
|
4K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4KNew |
$39.9K - $206K
|
4K
$220K
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4K+ 63.06% |
$39.9K - $206K
|
10.3K
$570K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.98K+ 7.32% |
$39.7K - $205K
|
58.3K
$3.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
3.93K+ 0.85% |
$39.2K - $203K
|
468K
$25.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.81K+ 4.82% |
$38K - $196K
|
82.8K
$4.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.7K+ 4.67% |
$36.9K - $191K
|
83K
$4.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Kirr Marbach & CO LLC
|
BUY
|
- |
3.56K+ 2.84% |
$35.5K - $183K
|
129K
$7.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.54K+ 1.77% |
$35.3K - $183K
|
203K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
3.5K+ 0.59% |
$34.9K - $180K
|
594K
$32.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.5K+ 28.71% |
$34.9K - $180K
|
15.7K
$865K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.27K+ 65.43% |
$32.6K - $168K
|
8.26K
$455K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.23K+ 13.32% |
$32.2K - $166K
|
27.5K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.08K+ 0.75% |
$30.7K - $158K
|
414K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.94K+ 2.36% |
$29.3K - $151K
|
127K
$7.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.89K+ 63.82% |
$28.8K - $149K
|
7.41K
$408K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.76K+ 3.94% |
$27.5K - $142K
|
72.7K
$4.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$27.1K - $140K
|
2.72K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.66K+ 3.43% |
$26.5K - $137K
|
80.2K
$4.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.51KNew |
$25K - $129K
|
2.51K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45K+ 21.07% |
$24.4K - $126K
|
14.1K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.42K+ 0.19% |
$24.2K - $125K
|
1.27M
$69.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.34K+ 1.39% |
$23.3K - $120K
|
170K
$9.38M
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 0.61% |
$23.1K - $119K
|
384K
$21.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.31K+ 144.67% |
$23K - $119K
|
3.91K
$215K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.31K+ 11.2% |
$23K - $119K
|
22.9K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.3K+ 46.0% |
$22.9K - $118K
|
7.3K
$402K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 7.83% |
$22.3K - $115K
|
30.9K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.2K+ 5.21% |
$22K - $113K
|
44.5K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.19K+ 12.87% |
$21.9K - $113K
|
19.2K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.07K+ 3044.12% |
$20.6K - $107K
|
2.14K
$118K
|
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.99KNew |
$19.8K - $102K
|
1.99K
$110K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.91K+ 2.49% |
$19K - $98.3K
|
78.4K
$4.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.89K+ 68.36% |
$18.9K - $97.5K
|
4.66K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.74K+ 2.61% |
$17.4K - $89.8K
|
68.6K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 19.04% |
$16.3K - $84.2K
|
10.2K
$563K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63K+ 0.8% |
$16.3K - $84.1K
|
206K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.54K+ 425.48% |
$15.3K - $79.1K
|
1.9K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52K+ 3.76% |
$15.1K - $78.2K
|
41.8K
$2.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 106.34% |
$14.5K - $75.2K
|
2.83K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.45K+ 2.59% |
$14.5K - $74.7K
|
57.4K
$3.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 669.81% |
$14.2K - $73.2K
|
1.63K
$90K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.35K+ 1.12% |
$13.5K - $69.6K
|
122K
$6.72M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31K+ 5.41% |
$13K - $67.2K
|
25.4K
$1.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
BUY
|
- |
1.02K+ 27.02% |
$10.2K - $52.7K
|
4.81K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 22.62% |
$10.1K - $52.4K
|
5.52K
$304K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.01K+ 12.28% |
$10.1K - $52.1K
|
9.25K
$510K
|