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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-644Closed |
$33.6K - $39K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-12KClosed |
$625K - $726K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.34KClosed |
$69.6K - $80.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-7.18K- 99.75% |
$374K - $435K
|
18
$972
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-6.08KClosed |
$317K - $368K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.43KClosed |
$179K - $207K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-899Closed |
$46.9K - $54.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20K- 28.57% |
$1.04M - $1.21M
|
50K
$2.7M
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$52.1 - $60.5
|
1
$54
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.4KNew |
$73K - $84.7K
|
1.4K
$75.6K
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-215K- 23.91% |
$11.2M - $13M
|
684K
$36.9M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-3.38KClosed |
$176K - $205K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-24.9KClosed |
$1.3M - $1.51M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-96KClosed |
$5.01M - $5.81M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
173+ 24.54% |
$9.02K - $10.5K
|
878
$47.4K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$83.9K - $97.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
900New |
$46.9K - $54.5K
|
900
$48.6K
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-96KClosed |
$5.01M - $5.81M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.37KClosed |
$176K - $204K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-157Closed |
$8.18K - $9.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-16.9K- 40.88% |
$883K - $1.02M
|
24.5K
$1.32M
|
|
May 06, 2022
Q1 2022
|
Mufg Securities (Canada), Ltd.
New York, NY |
SELL
|
- |
-780KClosed |
$40.7M - $47.2M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.33KClosed |
$226K - $262K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$156 - $182
|
0
$0
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
76.8KNew |
$4M - $4.65M
|
76.8K
$4.15M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
45+ 0.22% |
$2.35K - $2.72K
|
20.9K
$1.13M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
690New |
$36K - $41.8K
|
690
$37.2K
|
|
May 03, 2022
Q1 2022
|
Cortland Associates Inc
|
SELL
|
- |
-1.9K- 24.12% |
$99.1K - $115K
|
5.98K
$323K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-249Closed |
$13K - $15.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
887+ 22.64% |
$46.2K - $53.7K
|
4.81K
$259K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-32Closed |
$1.67K - $1.94K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.28KNew |
$119K - $138K
|
2.28K
$123K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.9KNew |
$673K - $782K
|
12.9K
$697K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-22.8KClosed |
$1.19M - $1.38M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200Closed |
$10.4K - $12.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-162- 1.88% |
$8.45K - $9.8K
|
8.47K
$457K
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.51KClosed |
$183K - $212K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-116- 0.57% |
$6.05K - $7.02K
|
20.2K
$1.09M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.2KNew |
$62.6K - $72.6K
|
1.2K
$64.8K
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-11.3K- 13.51% |
$586K - $681K
|
72.1K
$3.89M
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.06K- 3.37% |
$55.5K - $64.4K
|
30.5K
$1.65M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 5.88% |
$1.3K - $1.51K
|
400
$21.6K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.99% |
$3.13K - $3.63K
|
1.95K
$105K
|
|
Apr 20, 2022
Q1 2022
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
400+ 7.98% |
$20.9K - $24.2K
|
5.42K
$292K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-138Closed |
$7.19K - $8.35K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-309Closed |
$16.1K - $18.7K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-3.38KClosed |
$176K - $204K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.16KClosed |
$60.7K - $70.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1.14K+ 42.07% |
$59.2K - $68.8K
|
3.84K
$207K
|