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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-41.2KClosed |
$1.54M - $1.97M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.98K- 22.42% |
$74.3K - $94.5K
|
6.86K
$373K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
513+ 2.02% |
$19.4K - $21.9K
|
25.9K
$1.41M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
797New |
$22.8K - $32.2K
|
797
$43.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Partners Value Investments LP
Toronto, A6 |
SELL
|
- |
-130MClosed |
$4.03B - $4.67B
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-14.2MClosed |
$440M - $511M
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
6.11KNew |
$190K - $220K
|
6.11K
$332K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-1.88M- 75.0% |
$57.4M - $63.7M
|
627K
$34.1M
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-337Closed |
$9.59K - $12K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
41.8KNew |
$1.19M - $1.49M
|
41.8K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
375New |
$10.7K - $13.4K
|
375
$20.4K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19Closed |
$515 - $896
|
0
$0
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-175Closed |
$4.75K - $8.25K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.11KClosed |
$193K - $335K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-981KClosed |
$26.6M - $46.2M
|
0
$0
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-9.49KClosed |
$258K - $448K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.84MClosed |
$104M - $181M
|
0
$0
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-277Closed |
$7.52K - $13.1K
|
0
$0
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
38.7KNew |
$1.05M - $1.83M
|
38.7K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-673KClosed |
$18.3M - $31.7M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-167KClosed |
$4.53M - $7.87M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-7.75K- 42.9% |
$210K - $365K
|
10.3K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.39M- 99.32% |
$64.9M - $113M
|
16.5K
$896K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.54KNew |
$123K - $214K
|
4.54K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.09M- 99.07% |
$83.9M - $146M
|
29.1K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.41K- 99.94% |
$92.6K - $161K
|
2
$109
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
359KNew |
$9.74M - $16.9M
|
359K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-223- 1.59% |
$6.05K - $10.5K
|
13.8K
$753K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-31.3KClosed |
$850K - $1.48M
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-45.6K- 76.04% |
$1.24M - $2.15M
|
14.4K
$781K
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-339K- 74.82% |
$9.2M - $16M
|
114K
$6.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Jackson Hill Advisors, LLC
|
BUY
|
- |
69K+ 21.84% |
$1.87M - $3.25M
|
385K
$21M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-223- 0.41% |
$6.05K - $10.5K
|
53.6K
$2.92M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.61M- 46.03% |
$43.6M - $75.7M
|
1.88M
$103M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
596+ 146.44% |
$16.2K - $28.1K
|
1K
$54.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-8.8KClosed |
$239K - $415K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
701KNew |
$6.99M - $36.1M
|
701K
$38.2M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.31K+ 11.2% |
$23K - $119K
|
22.9K
$1.24M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 3.67% |
$1.49M - $7.72M
|
4.23M
$230M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.45K+ 46.03% |
$54.3K - $281K
|
17.3K
$941K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
286K+ 1.53% |
$2.85M - $14.7M
|
19M
$1.03B
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-23.7KClosed |
$236K - $1.22M
|
0
$0
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-161- 2.9% |
$1.61K - $8.29K
|
5.38K
$293K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
674KNew |
$6.72M - $34.7M
|
674K
$36.7M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
322+ 184.0% |
$3.21K - $16.6K
|
497
$27K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.07KNew |
$70.5K - $364K
|
7.07K
$385K
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
8.1KNew |
$80.8K - $417K
|
8.1K
$441K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
258+ 0.99% |
$2.57K - $13.3K
|
26.3K
$1.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.75K+ 25.4% |
$57.4K - $296K
|
28.4K
$1.55M
|
|