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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
226+ 1.51% |
$9.76K - $13.2K
|
15.2K
$822K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-97- 0.99% |
$4.19K - $5.69K
|
9.74K
$526K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$4.19K - $5.69K
|
97
$5.24K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
195New |
$8.42K - $11.4K
|
195
$10.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16K- 14.92% |
$690K - $937K
|
91.1K
$4.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-3.6KClosed |
$155K - $211K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.16% |
$56.6K - $76.8K
|
59.3K
$3.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.58K+ 35.25% |
$68.1K - $92.4K
|
6.05K
$326K
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
5.29KNew |
$228K - $310K
|
5.29K
$285K
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-3.8KClosed |
$164K - $223K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-149Closed |
$6.43K - $8.73K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-3.59KClosed |
$155K - $211K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.63KNew |
$70.2K - $95.3K
|
1.63K
$87.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.05KClosed |
$175K - $238K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
34+ 0.11% |
$1.47K - $1.99K
|
32.3K
$1.74M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-3.8KClosed |
$164K - $222K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
110New |
$4.75K - $6.45K
|
110
$5.94K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-270Closed |
$11.7K - $15.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1- -0.0% |
$43.2 - $58.6
|
56.1K
$3.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.93KNew |
$299K - $406K
|
6.93K
$374K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.5K- 18.07% |
$64.8K - $87.9K
|
6.8K
$367K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29Closed |
$1.25K - $1.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-223- 3.26% |
$9.63K - $13.1K
|
6.62K
$357K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.2MNew |
$51.8M - $70.4M
|
1.2M
$64.8M
|
|
|
Jul 06, 2022
Q2 2022
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.92K- 7.83% |
$126K - $171K
|
34.4K
$1.86M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 4.81% |
$10.8K - $14.7K
|
5.45K
$294K
|
|
| Q1 2022 | |||||||
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.97K- 11.39% |
$103K - $119K
|
15.3K
$827K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
41.5K+ 362.68% |
$2.17M - $2.51M
|
53K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-900Closed |
$46.9K - $54.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
12New |
$626 - $726
|
12
$648
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
186KNew |
$9.71M - $11.3M
|
186K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
770+ 20.16% |
$40.1K - $46.6K
|
4.59K
$248K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-70.6KClosed |
$3.68M - $4.27M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-301- 1.24% |
$15.7K - $18.2K
|
23.9K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.2KClosed |
$271K - $315K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-18.5K- 48.69% |
$963K - $1.12M
|
19.5K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-13Closed |
$678 - $787
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-11.7KClosed |
$610K - $708K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-27.3KClosed |
$1.42M - $1.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.62KNew |
$241K - $279K
|
4.62K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.31KClosed |
$381K - $443K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-9.45KClosed |
$493K - $572K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.9KClosed |
$255K - $296K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-2.85K- 50.0% |
$149K - $172K
|
2.85K
$154K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
133New |
$6.93K - $8.05K
|
133
$7.18K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-15.6KClosed |
$815K - $947K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.38K- 44.42% |
$72K - $83.6K
|
1.73K
$93.3K
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-219KClosed |
$11.4M - $13.3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.06KClosed |
$368K - $428K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.9KClosed |
$203K - $236K
|
0
$0
|
|