Purchases and Sales Made in Q1 2022 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q1 2022. The information is specifically focused on institutions that hold shares of BROOKFIELD ASSET MANAGEMENT INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
388+ 3.45% |
$20.2K - $23.5K
|
11.6K
$647K
|
|
|
May 16, 2022
Q1 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
381+ 0.19% |
$19.9K - $23.1K
|
198K
$11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
380+ 55.88% |
$19.8K - $23K
|
1.06K
$58.9K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
371+ 5.61% |
$19.3K - $22.5K
|
6.98K
$388K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
352+ 4.67% |
$18.3K - $21.3K
|
7.9K
$439K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
339+ 2.55% |
$17.7K - $20.5K
|
13.6K
$758K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
334+ 5.16% |
$17.4K - $20.2K
|
6.81K
$378K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
327+ 6.87% |
$17K - $19.8K
|
5.09K
$283K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
313+ 0.58% |
$16.3K - $18.9K
|
54.5K
$3.03M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
310+ 4.15% |
$16.2K - $18.8K
|
7.79K
$433K
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
306+ 1.16% |
$16K - $18.5K
|
26.7K
$1.48M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
277New |
$14.4K - $16.8K
|
277
$15.4K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
274+ 5.79% |
$14.3K - $16.6K
|
5.01K
$278K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
268+ 0.71% |
$14K - $16.2K
|
38.2K
$2.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
268+ 2.63% |
$14K - $16.2K
|
10.5K
$582K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
264+ 0.34% |
$13.8K - $16K
|
77.8K
$4.32M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
248New |
$12.9K - $15K
|
248
$13.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
219New |
$11.4K - $13.3K
|
219
$12.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
201+ 46.21% |
$10.5K - $12.2K
|
636
$35.3K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
200+ 5.69% |
$10.4K - $12.1K
|
3.72K
$206K
|
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
189New |
$9.85K - $11.4K
|
189
$10.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
189New |
$9.85K - $11.4K
|
189
$10.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
185New |
$9.64K - $11.2K
|
185
$10.3K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
173+ 24.54% |
$9.02K - $10.5K
|
878
$48.8K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
149New |
$7.77K - $9.02K
|
149
$8.28K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
148New |
$7.72K - $8.96K
|
148
$8.22K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
142+ 3.86% |
$7.4K - $8.59K
|
3.83K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
141+ 2.37% |
$7.35K - $8.53K
|
6.1K
$339K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
138+ 1.08% |
$7.19K - $8.35K
|
13K
$721K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
133New |
$6.93K - $8.05K
|
133
$7.39K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
124+ 7.22% |
$6.46K - $7.5K
|
1.84K
$102K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
122New |
$6.36K - $7.38K
|
122
$6.78K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
110+ 0.72% |
$5.73K - $6.66K
|
15.4K
$855K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 385.71% |
$5.63K - $6.54K
|
136
$7.56K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 2.06% |
$5.63K - $6.54K
|
5.36K
$298K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 0.13% |
$5.21K - $6.05K
|
79.3K
$4.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
97+ 1.0% |
$5.06K - $5.87K
|
9.84K
$547K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 0.86% |
$3.49K - $4.05K
|
7.85K
$436K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
54New |
$2.82K - $3.27K
|
54
$3K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 90.0% |
$2.82K - $3.27K
|
114
$6.33K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 6.22% |
$2.76K - $3.21K
|
905
$50.3K
|
|
|
May 02, 2022
Q1 2022
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
50+ 0.0% |
$2.61K - $3.03K
|
1.78M
$99.2M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
45+ 0.22% |
$2.35K - $2.72K
|
20.9K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
32+ 0.47% |
$1.67K - $1.94K
|
6.8K
$378K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
25+ 0.63% |
$1.3K - $1.51K
|
3.98K
$221K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16+ 0.03% |
$834 - $968
|
53.6K
$2.98M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
16+ 0.04% |
$834 - $968
|
36.5K
$2.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13New |
$678 - $787
|
13
$722
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
12New |
$626 - $726
|
12
$667
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.17% |
$573 - $666
|
6.63K
$368K
|