Latest Institutional Purchases of Brookfield Asset Management Inc. (BAM)
This list provides information on the latest institutional transactions involving Brookfield Asset Management Inc. (BAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
991+ 1.66% |
$9.88K - $51.1K
|
60.7K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
972+ 1.51% |
$9.69K - $50.1K
|
65.4K
$3.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
939+ 7.0% |
$9.36K - $48.4K
|
14.4K
$781K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
913+ 0.82% |
$9.1K - $47K
|
112K
$6.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
896+ 10.17% |
$8.93K - $46.2K
|
9.71K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
841+ 12.25% |
$8.38K - $43.3K
|
7.71K
$419K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
835+ 7.36% |
$8.32K - $43K
|
12.2K
$663K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
781+ 5.7% |
$7.79K - $40.2K
|
14.5K
$788K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
779+ 2.66% |
$7.77K - $40.1K
|
30.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
774+ 3.66% |
$7.72K - $39.9K
|
21.9K
$1.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
749+ 7.14% |
$7.47K - $38.6K
|
11.2K
$611K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
738+ 2.48% |
$7.36K - $38K
|
30.6K
$1.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700+ 7777.78% |
$6.98K - $36.1K
|
709
$38.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
691+ 12.6% |
$6.89K - $35.6K
|
6.17K
$336K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
680+ 4.3% |
$6.78K - $35K
|
16.5K
$897K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
620New |
$6.18K - $31.9K
|
620
$33.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
525+ 9.28% |
$5.23K - $27K
|
6.18K
$337K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
500New |
$4.99K - $25.8K
|
500
$27.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
424+ 0.34% |
$4.23K - $21.8K
|
125K
$6.79M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
390+ 89.04% |
$3.89K - $20.1K
|
828
$45.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
367+ 2.66% |
$3.66K - $18.9K
|
14.1K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
335+ 4.12% |
$3.34K - $17.3K
|
8.47K
$461K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
322+ 184.0% |
$3.21K - $16.6K
|
497
$27K
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
300+ 0.64% |
$2.99K - $15.5K
|
47K
$2.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
300+ 0.59% |
$2.99K - $15.5K
|
51.1K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273+ 2.46% |
$2.72K - $14.1K
|
11.4K
$618K
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
268+ 0.18% |
$2.67K - $13.8K
|
147K
$8.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
261+ 5.07% |
$2.6K - $13.4K
|
5.41K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
259+ 3.22% |
$2.58K - $13.3K
|
8.31K
$452K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
258+ 0.99% |
$2.57K - $13.3K
|
26.3K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
250+ 0.45% |
$2.49K - $12.9K
|
55.6K
$3.03M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$2.4K - $12.4K
|
241
$13.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226New |
$2.25K - $11.6K
|
226
$12.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.8% |
$2.24K - $11.6K
|
8.25K
$449K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
222+ 1.04% |
$2.21K - $11.4K
|
21.6K
$1.18M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$1.99K - $10.3K
|
200
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
176+ 0.72% |
$1.75K - $9.07K
|
24.8K
$1.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
161+ 0.15% |
$1.61K - $8.29K
|
106K
$5.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
150+ 1.92% |
$1.5K - $7.73K
|
7.95K
$433K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
148+ 2.03% |
$1.48K - $7.62K
|
7.43K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
116+ 5.89% |
$1.16K - $5.98K
|
2.09K
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
90+ 4.22% |
$897 - $4.64K
|
2.22K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.11% |
$867 - $4.48K
|
7.94K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
86+ 2.19% |
$857 - $4.43K
|
4K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
80+ 1.18% |
$798 - $4.12K
|
6.85K
$373K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
76New |
$758 - $3.92K
|
76
$4.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
74+ 1.08% |
$738 - $3.81K
|
6.91K
$376K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
73+ 0.27% |
$728 - $3.76K
|
27.1K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 9.52% |
$728 - $3.76K
|
840
$45.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
65+ 0.25% |
$648 - $3.35K
|
26.1K
$1.42M
|