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 |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
41.5K+ 362.68% |
$2.17M - $2.51M
|
53K
$2.08M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.9KNew |
$673K - $782K
|
12.9K
$507K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.62KNew |
$241K - $279K
|
4.62K
$181K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.28KNew |
$119K - $138K
|
2.28K
$89.5K
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.4KNew |
$73K - $84.7K
|
1.4K
$54.9K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.2KNew |
$62.6K - $72.6K
|
1.2K
$47.1K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1.14K+ 42.07% |
$59.2K - $68.8K
|
3.84K
$151K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
900New |
$46.9K - $54.5K
|
900
$35.3K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
887+ 22.64% |
$46.2K - $53.7K
|
4.81K
$189K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
770+ 20.16% |
$40.1K - $46.6K
|
4.59K
$180K
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
690New |
$36K - $41.8K
|
690
$27.1K
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
676+ 11.8% |
$35.2K - $40.9K
|
6.41K
$251K
|
|
Apr 20, 2022
Q1 2022
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
400+ 7.98% |
$20.9K - $24.2K
|
5.42K
$212K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
173+ 24.54% |
$9.02K - $10.5K
|
878
$34.5K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
133New |
$6.93K - $8.05K
|
133
$5.22K
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
45+ 0.22% |
$2.35K - $2.72K
|
20.9K
$819K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
12New |
$626 - $726
|
12
$471
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$52.1 - $60.5
|
1
$39.2
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
393KNew |
$21.1M - $24.3M
|
393K
$15.4M
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
18.5KNew |
$995K - $1.14M
|
18.5K
$726K
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
10.5KNew |
$565K - $649K
|
10.5K
$412K
|
|
Aug 10, 2022
Q4 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
6KNew |
$323K - $371K
|
6K
$235K
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5KNew |
$269K - $309K
|
5K
$196K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.7KNew |
$253K - $291K
|
4.7K
$184K
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 77.42% |
$161K - $186K
|
6.88K
$270K
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.63KNew |
$87.8K - $101K
|
1.63K
$64.1K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
825+ 40.68% |
$44.4K - $51K
|
2.85K
$112K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$40.3K - $46.4K
|
750
$29.4K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625New |
$33.6K - $38.7K
|
625
$24.5K
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
617+ 0.0% |
$33.2K - $38.2K
|
130M
$5.11B
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
391New |
$21K - $24.2K
|
391
$15.3K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
295New |
$15.9K - $18.2K
|
295
$11.6K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222New |
$11.9K - $13.7K
|
222
$8.71K
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.34M - $1.61M
|
28.1K
$1.1M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.37KNew |
$449K - $538K
|
9.37K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$259K - $310K
|
5.4K
$212K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
208New |
$9.96K - $11.9K
|
208
$8.16K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
197New |
$9.43K - $11.3K
|
197
$7.73K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
195+ 24.59% |
$9.34K - $11.2K
|
988
$38.8K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
122New |
$5.84K - $7K
|
122
$4.79K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106New |
$5.08K - $6.08K
|
106
$4.16K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
87New |
$4.17K - $4.99K
|
87
$3.41K
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
18New |
$862 - $1.03K
|
18
$706
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 12.0% |
$862 - $1.03K
|
168
$6.59K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$575 - $689
|
12
$471
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$527 - $631
|
11
$432
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.4% |
$431 - $516
|
2.26K
$88.6K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.2% |
$144 - $172
|
1.53K
$60K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$47.9 - $57.4
|
1
$39.2
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8.9MNew |
$394M - $467M
|
8.9M
$349M
|