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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6.1K+ 64.46% |
$263K - $357K
|
15.6K
$840K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 3.03% |
$43.2 - $58.6
|
32
$1.73K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
120New |
$5.18K - $7.03K
|
120
$6.48K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-54Closed |
$2.33K - $3.17K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-540- 1.92% |
$23.3K - $31.7K
|
27.6K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-10.5K- 13.36% |
$454K - $616K
|
68.2K
$3.68M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.72KClosed |
$160K - $218K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Saybrook Capital
|
SELL
|
- |
-3.97KClosed |
$171K - $232K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.48KClosed |
$64.1K - $87K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.3KClosed |
$229K - $311K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-43KClosed |
$1.86M - $2.52M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$253K - $343K
|
5.86K
$316K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.25K- 9.69% |
$54K - $73.3K
|
11.6K
$629K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.17% |
$43.2 - $58.6
|
594
$32.1K
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
397+ 2.48% |
$17.1K - $23.3K
|
16.4K
$886K
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-142- 0.65% |
$6.13K - $8.32K
|
21.8K
$1.18M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17.5K- 71.25% |
$755K - $1.02M
|
7.05K
$381K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
142+ 0.91% |
$6.13K - $8.32K
|
15.7K
$848K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.83KClosed |
$165K - $224K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
300KNew |
$13M - $17.6M
|
300K
$16.2M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-75- 55.97% |
$3.24K - $4.4K
|
59
$3.18K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-604- 2.19% |
$26.1K - $35.4K
|
27K
$1.46M
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.5KClosed |
$454K - $617K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$130 - $176
|
3
$162
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-11.6KClosed |
$503K - $683K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.73K+ 2.76% |
$74.9K - $102K
|
64.7K
$3.49M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-277Closed |
$12K - $16.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-4.07KClosed |
$176K - $238K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-8.51KClosed |
$368K - $499K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10Closed |
$432 - $586
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.69KClosed |
$160K - $217K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-219Closed |
$9.46K - $12.8K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
892New |
$38.5K - $52.3K
|
892
$48.2K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
752New |
$32.5K - $44.1K
|
752
$40.6K
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.5K+ 0.87% |
$64.8K - $87.9K
|
173K
$9.35M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
375New |
$16.2K - $22K
|
375
$20.2K
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-138- 1.3% |
$5.96K - $8.09K
|
10.5K
$566K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.18K- 64.09% |
$137K - $186K
|
1.78K
$96.1K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16.1KClosed |
$696K - $945K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-520- 2.55% |
$22.5K - $30.5K
|
19.9K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.82K+ 28.36% |
$122K - $165K
|
12.7K
$688K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.54KClosed |
$196K - $266K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-75Closed |
$3.24K - $4.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3.92KClosed |
$169K - $230K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
57+ 5.19% |
$2.46K - $3.34K
|
1.16K
$62.4K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
100+ 0.74% |
$4.32K - $5.86K
|
13.5K
$731K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
180+ 2.99% |
$7.77K - $10.6K
|
6.2K
$335K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98KClosed |
$172K - $233K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 60.95% |
$494K - $671K
|
7.33K
$396K
|