Purchases and Sales Made in Q4 2021 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q4 2021. The information is specifically focused on institutions that hold shares of BROOKFIELD ASSET MANAGEMENT INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-300- 2.84% |
$16.1K - $18.6K
|
10.3K
$594K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
SELL
|
- |
-312- 0.66% |
$16.8K - $19.3K
|
46.7K
$2.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-313- 21.19% |
$16.8K - $19.4K
|
1.16K
$67.4K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-317Closed |
$17.1K - $19.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-362- 0.95% |
$19.5K - $22.4K
|
37.9K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-390- 6.01% |
$21K - $24.1K
|
6.1K
$353K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-406Closed |
$21.8K - $25.1K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-408- 9.98% |
$21.9K - $25.2K
|
3.68K
$213K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-421- 8.87% |
$22.6K - $26K
|
4.33K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-455- 1.99% |
$24.5K - $28.1K
|
22.4K
$1.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-511- 9.3% |
$27.5K - $31.6K
|
4.99K
$289K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-520- 4.54% |
$28K - $32.2K
|
10.9K
$634K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-523- 0.28% |
$28.1K - $32.3K
|
188K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-561- 10.17% |
$30.2K - $34.7K
|
4.96K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-577- 5.84% |
$31K - $35.7K
|
9.3K
$539K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-600- 35.09% |
$32.3K - $37.1K
|
1.11K
$64.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-600- 23.58% |
$32.3K - $37.1K
|
1.94K
$113K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-614- 2.09% |
$33K - $38K
|
28.7K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-631- 9.77% |
$33.9K - $39K
|
5.83K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-662- 2.7% |
$35.6K - $40.9K
|
23.8K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-695Closed |
$37.4K - $43K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-723- 9.62% |
$38.9K - $44.7K
|
6.79K
$393K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-759- 40.46% |
$40.8K - $46.9K
|
1.12K
$64.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-770- 16.78% |
$41.4K - $47.6K
|
3.82K
$221K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-770- 2.1% |
$41.4K - $47.6K
|
35.9K
$2.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-804- 2.5% |
$43.2K - $49.7K
|
31.3K
$1.81M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-843- 2.26% |
$45.3K - $52.1K
|
36.5K
$2.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-849- 0.62% |
$45.7K - $52.5K
|
137K
$7.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-864- 19.46% |
$46.5K - $53.4K
|
3.58K
$207K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-896- 3.87% |
$48.2K - $55.4K
|
22.3K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-900Closed |
$48.4K - $55.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-918- 0.25% |
$49.4K - $56.8K
|
360K
$20.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-930- 6.69% |
$50K - $57.5K
|
13K
$751K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-936- 83.2% |
$50.3K - $57.9K
|
189
$10.9K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-936- 83.2% |
$50.3K - $57.9K
|
189
$10.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-946- 2.91% |
$50.9K - $58.5K
|
31.6K
$1.83M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.03K- 44.9% |
$55.2K - $63.5K
|
1.26K
$72.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 19.44% |
$57.7K - $66.4K
|
4.45K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.09K- 0.79% |
$58.6K - $67.4K
|
137K
$7.93M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.11K- 14.66% |
$59.5K - $68.4K
|
6.44K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.13K- 1.08% |
$60.7K - $69.8K
|
103K
$5.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 19.61% |
$64.5K - $74.2K
|
4.92K
$285K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.2K- 22.53% |
$64.7K - $74.4K
|
4.14K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.23K- 0.22% |
$66.2K - $76.1K
|
547K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 0.57% |
$67.8K - $78K
|
222K
$12.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.33K- 4.81% |
$71.6K - $82.3K
|
26.3K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 28.8% |
$74.8K - $86K
|
3.44K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47KClosed |
$79.1K - $91K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.52K- 0.75% |
$81.7K - $93.9K
|
200K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-1.59K- 16.39% |
$85.4K - $98.2K
|
8.09K
$469K
|