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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8.9MNew |
$394M - $467M
|
8.9M
$484M
|
|
|
Aug 09, 2021
Q2 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
400KNew |
$17.7M - $21M
|
400K
$21.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.6K+ 109.92% |
$1.09M - $1.29M
|
47.1K
$2.56M
|
|
|
Aug 03, 2021
Q2 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
18.2KNew |
$806K - $957K
|
18.2K
$993K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
14.8K+ 14.71% |
$654K - $776K
|
115K
$6.28M
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.25KNew |
$409K - $485K
|
9.25K
$504K
|
|
|
Aug 06, 2021
Q2 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.8K+ 0.08% |
$301K - $357K
|
8.72M
$474M
|
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.45KNew |
$197K - $233K
|
4.45K
$242K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
511New |
$22.6K - $26.8K
|
511
$27.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
351New |
$15.5K - $18.4K
|
351
$19.1K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
300New |
$13.3K - $15.7K
|
300
$16.3K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
84New |
$3.71K - $4.41K
|
84
$4.57K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22+ 0.3% |
$973 - $1.15K
|
7.28K
$396K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20New |
$884 - $1.05K
|
20
$1.09K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
38.7KNew |
$1.48M - $1.77M
|
38.7K
$2.11M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
17.4KNew |
$663K - $793K
|
17.4K
$945K
|
|
|
May 14, 2021
Q1 2021
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
15K+ 42.86% |
$573K - $685K
|
50K
$2.72M
|
|
|
May 14, 2021
Q1 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.65KNew |
$178K - $213K
|
4.65K
$253K
|
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.5KNew |
$172K - $206K
|
4.5K
$245K
|
|
| Q4 2020 | |||||||
|
Feb 25, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
12.5K+ 556.03% |
$374K - $540K
|
14.8K
$805K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
4.21KNew |
$125K - $181K
|
4.21K
$229K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
BUY
|
- |
1.19KNew |
$35.3K - $51K
|
1.19K
$64.5K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.19KNew |
$35.3K - $51K
|
1.19K
$64.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
186New |
$5.54K - $8.01K
|
186
$10.1K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
139K+ 442.57% |
$4.41M - $4.84M
|
170K
$9.25M
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
125+ 14.74% |
$3.97K - $4.36K
|
973
$53K
|
|
|
Oct 23, 2020
Q3 2020
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
55New |
$1.75K - $1.92K
|
55
$2.99K
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
48.8K+ 50.0% |
$1.36M - $1.84M
|
147K
$7.97M
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.7KNew |
$297K - $403K
|
10.7K
$582K
|
|
|
Aug 10, 2020
Q2 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$279K - $379K
|
10.1K
$547K
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8.68K+ 50.0% |
$241K - $327K
|
26K
$1.42M
|
|
|
Aug 03, 2020
Q2 2020
|
Searle & Co.
|
BUY
|
- |
7.5K+ 50.0% |
$208K - $283K
|
22.5K
$1.22M
|
|
|
Jul 31, 2020
Q2 2020
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
6.83K+ 50.0% |
$189K - $257K
|
20.5K
$1.11M
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
6KNew |
$167K - $226K
|
6K
$327K
|
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
3.58K+ 49.99% |
$99.5K - $135K
|
10.8K
$585K
|
|
|
Aug 03, 2020
Q2 2020
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.38K+ 50.0% |
$93.7K - $127K
|
10.1K
$551K
|
|
|
Jul 15, 2020
Q2 2020
|
Enterprise Trust & Investment CO
|
BUY
|
- |
2.25K+ 50.0% |
$62.4K - $84.8K
|
6.75K
$367K
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.51KNew |
$42K - $57.1K
|
1.51K
$82.3K
|
|
|
Aug 11, 2020
Q2 2020
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.13K+ 50.0% |
$31.2K - $42.4K
|
3.38K
$184K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1KNew |
$27.8K - $37.7K
|
1K
$54.4K
|
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
BUY
|
- |
800New |
$22.2K - $30.2K
|
800
$43.5K
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
610+ 49.96% |
$16.9K - $23K
|
1.83K
$99.6K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
591+ 27.98% |
$16.4K - $22.3K
|
2.7K
$147K
|
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
193+ 49.87% |
$5.36K - $7.28K
|
580
$31.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
158+ 49.84% |
$4.38K - $5.96K
|
475
$25.8K
|
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
117+ 49.79% |
$3.25K - $4.41K
|
352
$19.2K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
45New |
$1.25K - $1.7K
|
45
$2.45K
|
|
|
Jul 27, 2020
Q2 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42+ 49.41% |
$1.17K - $1.58K
|
127
$6.91K
|
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
37+ 49.33% |
$1.03K - $1.4K
|
112
$6.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|