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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.57KClosed |
$186K - $216K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
676+ 11.8% |
$35.2K - $40.9K
|
6.41K
$349K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.51KClosed |
$183K - $212K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.69K- 92.25% |
$244K - $284K
|
394
$21.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-3.37KClosed |
$176K - $204K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.48KClosed |
$181K - $211K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.11KClosed |
$57.9K - $67.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-936- 83.2% |
$50.3K - $57.9K
|
189
$10.3K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.2K- 22.53% |
$64.7K - $74.4K
|
4.14K
$225K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$40.3K - $46.4K
|
750
$40.8K
|
|
|
Aug 10, 2022
Q4 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
6KNew |
$323K - $371K
|
6K
$327K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222New |
$11.9K - $13.7K
|
222
$12.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.03KClosed |
$163K - $188K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-196- 4.02% |
$10.5K - $12.1K
|
4.68K
$255K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.7KNew |
$253K - $291K
|
4.7K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-695Closed |
$37.4K - $43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
391New |
$21K - $24.2K
|
391
$21.3K
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-146KClosed |
$7.88M - $9.06M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
617+ 0.0% |
$33.2K - $38.2K
|
130M
$7.09B
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.5KClosed |
$831K - $956K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-278KClosed |
$14.9M - $17.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$5.38K - $6.19K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-200- 3.51% |
$10.8K - $12.4K
|
5.5K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-153Closed |
$8.23K - $9.46K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-40Closed |
$2.15K - $2.47K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-20.3KClosed |
$1.09M - $1.25M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47KClosed |
$79.1K - $91K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.63KNew |
$87.8K - $101K
|
1.63K
$88.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-19KClosed |
$1.02M - $1.18M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
393KNew |
$21.1M - $24.3M
|
393K
$21.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
18.5KNew |
$995K - $1.14M
|
18.5K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.81KClosed |
$420K - $483K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
295New |
$15.9K - $18.2K
|
295
$16.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-4.13KClosed |
$222K - $255K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.25K- 23.58% |
$121K - $139K
|
7.29K
$397K
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
SELL
|
- |
-54K- 79.64% |
$2.9M - $3.34M
|
13.8K
$751K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17Closed |
$914 - $1.05K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-191- 13.91% |
$10.3K - $11.8K
|
1.18K
$64.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-112- 1.81% |
$6.02K - $6.93K
|
6.08K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625New |
$33.6K - $38.7K
|
625
$34K
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-7.35K- 16.21% |
$395K - $455K
|
38K
$2.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-20Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5KNew |
$269K - $309K
|
5K
$272K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5.54KClosed |
$298K - $343K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-45Closed |
$2.42K - $2.78K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
10.5KNew |
$565K - $649K
|
10.5K
$571K
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-109Closed |
$5.86K - $6.74K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 77.42% |
$161K - $186K
|
6.88K
$374K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
825+ 40.68% |
$44.4K - $51K
|
2.85K
$155K
|
|