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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$199K - $270K
|
4.6K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.54KNew |
$196K - $266K
|
4.54K
$247K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 20.53% |
$180K - $245K
|
24.5K
$1.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.82K+ 28.36% |
$122K - $165K
|
12.7K
$694K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.22K+ 6.08% |
$95.7K - $130K
|
38.7K
$2.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.85KNew |
$79.7K - $108K
|
1.85K
$100K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.84KNew |
$79.4K - $108K
|
1.84K
$100K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.73K+ 2.76% |
$74.9K - $102K
|
64.7K
$3.52M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.63KNew |
$70.2K - $95.3K
|
1.63K
$88.5K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.63KNew |
$70.2K - $95.3K
|
1.63K
$88.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.58K+ 35.25% |
$68.1K - $92.4K
|
6.05K
$329K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.5K+ 0.87% |
$64.8K - $87.9K
|
173K
$9.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.3K+ 6.33% |
$56.2K - $76.3K
|
21.9K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.08K+ 980.91% |
$46.6K - $63.3K
|
1.19K
$64.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
950+ 21.67% |
$41K - $55.7K
|
5.33K
$290K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
892New |
$38.5K - $52.3K
|
892
$48.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
767+ 2.93% |
$33.1K - $45K
|
27K
$1.47M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
752New |
$32.5K - $44.1K
|
752
$40.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
526+ 212.1% |
$22.7K - $30.8K
|
774
$42.1K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
445+ 25.43% |
$19.2K - $26.1K
|
2.2K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
408+ 6.68% |
$17.6K - $23.9K
|
6.52K
$355K
|
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
397+ 2.48% |
$17.1K - $23.3K
|
16.4K
$893K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
375New |
$16.2K - $22K
|
375
$20.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
365+ 1460.0% |
$15.8K - $21.4K
|
390
$21.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
350+ 5.92% |
$15.1K - $20.5K
|
6.26K
$341K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
330New |
$14.2K - $19.3K
|
330
$18K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 4.81% |
$10.8K - $14.7K
|
5.45K
$296K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
226+ 1.51% |
$9.76K - $13.2K
|
15.2K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
204+ 3.81% |
$8.81K - $12K
|
5.56K
$303K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
195New |
$8.42K - $11.4K
|
195
$10.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
180+ 2.99% |
$7.77K - $10.6K
|
6.2K
$337K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
155New |
$6.69K - $9.09K
|
155
$8.44K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
152+ 3.41% |
$6.56K - $8.91K
|
4.61K
$251K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
142+ 0.91% |
$6.13K - $8.32K
|
15.7K
$855K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
120New |
$5.18K - $7.03K
|
120
$6.53K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
110New |
$4.75K - $6.45K
|
110
$5.99K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
100+ 0.74% |
$4.32K - $5.86K
|
13.5K
$737K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$4.19K - $5.69K
|
97
$5.28K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
91New |
$3.93K - $5.33K
|
91
$4.95K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
57+ 5.19% |
$2.46K - $3.34K
|
1.16K
$62.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56New |
$2.42K - $3.28K
|
56
$3.05K
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
34+ 0.11% |
$1.47K - $1.99K
|
32.3K
$1.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
32+ 22.54% |
$1.38K - $1.88K
|
174
$9.47K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$561 - $762
|
13
$707
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 69.23% |
$389 - $528
|
22
$1.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 4.95% |
$216 - $293
|
106
$5.77K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$130 - $176
|
3
$163
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.17% |
$43.2 - $58.6
|
594
$32.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
186KNew |
$9.71M - $11.3M
|
186K
$10.1M
|
|