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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
64+ 0.15% |
$638 - $3.3K
|
41.7K
$2.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
58+ 1.01% |
$578 - $2.99K
|
5.81K
$320K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
58+ 1.0% |
$578 - $2.99K
|
5.86K
$323K
|
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
54+ 0.14% |
$538 - $2.78K
|
39.4K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.28% |
$518 - $2.68K
|
18.6K
$1.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.03% |
$518 - $2.68K
|
157K
$8.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42+ 1.45% |
$419 - $2.16K
|
2.94K
$162K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
38New |
$379 - $1.96K
|
38
$2.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
30+ 12.5% |
$299 - $1.55K
|
270
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.3% |
$219 - $1.13K
|
7.35K
$405K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.3% |
$219 - $1.13K
|
7.47K
$412K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
20+ 36.36% |
$199 - $1.03K
|
75
$4.13K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
17+ 0.05% |
$169 - $876
|
35K
$1.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$150 - $773
|
15
$827
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
13New |
$130 - $670
|
13
$717
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.18% |
$120 - $618
|
6.65K
$366K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.14% |
$99.7 - $515
|
7.14K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$89.7 - $464
|
9
$496
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.0% |
$89.7 - $464
|
719K
$39.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.06% |
$59.8 - $309
|
9.34K
$515K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 2.84% |
$49.9 - $258
|
181
$9.98K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.31% |
$39.9 - $206
|
1.28K
$70.3K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.04% |
$29.9 - $155
|
6.98K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.67% |
$19.9 - $103
|
122
$6.72K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 14.29% |
$19.9 - $103
|
16
$882
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.2MNew |
$51.8M - $70.4M
|
1.2M
$66.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
300KNew |
$13M - $17.6M
|
300K
$16.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
250KNew |
$10.8M - $14.7M
|
250K
$13.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Nekton Capital Ltd.
London, X0 |
BUY
|
- |
235KNew |
$10.2M - $13.8M
|
235K
$13M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
155KNew |
$6.69M - $9.09M
|
155K
$8.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
83.9KNew |
$3.62M - $4.92M
|
83.9K
$4.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.84KNew |
$425K - $577K
|
9.84K
$542K
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
8.09KNew |
$349K - $474K
|
8.09K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
7.7K+ 4.61% |
$332K - $451K
|
175K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.4K+ 151.02% |
$320K - $434K
|
12.3K
$678K
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
7K+ 10.74% |
$302K - $410K
|
72.1K
$3.98M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.93KNew |
$299K - $406K
|
6.93K
$382K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.3K+ 54.63% |
$272K - $369K
|
17.8K
$983K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.1K+ 64.46% |
$263K - $357K
|
15.6K
$857K
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.07KNew |
$262K - $356K
|
6.07K
$335K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.02K+ 164.22% |
$260K - $353K
|
9.68K
$534K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$253K - $343K
|
5.86K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.86K+ 76.54% |
$253K - $343K
|
13.5K
$744K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
5.35KNew |
$231K - $314K
|
5.35K
$295K
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
5.29KNew |
$228K - $310K
|
5.29K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.27KNew |
$228K - $309K
|
5.27K
$291K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.98K+ 14.01% |
$215K - $292K
|
40.5K
$2.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.8KNew |
$207K - $281K
|
4.8K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.65KNew |
$201K - $272K
|
4.65K
$256K
|
|