Purchases and Sales Made in Q2 2022 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
142+ 0.91% |
$6.13K - $8.32K
|
15.7K
$940K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
138+ 0.1% |
$5.96K - $8.09K
|
135K
$8.06M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
120New |
$5.18K - $7.03K
|
120
$7.18K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
110New |
$4.75K - $6.45K
|
110
$6.58K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
100+ 0.74% |
$4.32K - $5.86K
|
13.5K
$810K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
97+ 0.93% |
$4.19K - $5.69K
|
10.6K
$632K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$4.19K - $5.69K
|
97
$5.8K
|
|
Aug 12, 2022
Q2 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
94+ 0.16% |
$4.06K - $5.51K
|
57.9K
$3.46M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 3.06% |
$3.97K - $5.39K
|
3.1K
$186K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
91New |
$3.93K - $5.33K
|
91
$5.44K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
90+ 88.24% |
$3.89K - $5.28K
|
192
$11.5K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
86+ 1.27% |
$3.71K - $5.04K
|
6.84K
$409K
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
81+ 0.38% |
$3.5K - $4.75K
|
21.4K
$1.28M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 0.07% |
$3.2K - $4.34K
|
112K
$6.68M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 0.78% |
$2.63K - $3.58K
|
7.85K
$470K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
58+ 1.15% |
$2.5K - $3.4K
|
5.1K
$305K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
57+ 5.19% |
$2.46K - $3.34K
|
1.16K
$69.2K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56New |
$2.42K - $3.28K
|
56
$3.35K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
55New |
$2.37K - $3.22K
|
55
$3.29K
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
48+ 0.4% |
$2.07K - $2.81K
|
12.2K
$729K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45+ 30.41% |
$1.94K - $2.64K
|
193
$11.5K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
38+ 27.54% |
$1.64K - $2.23K
|
176
$10.5K
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
36+ 0.73% |
$1.55K - $2.11K
|
4.99K
$299K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
34+ 0.11% |
$1.47K - $1.99K
|
32.3K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
32+ 22.54% |
$1.38K - $1.88K
|
174
$10.4K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.1% |
$1.08K - $1.47K
|
26.1K
$1.56M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$561 - $762
|
13
$778
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12+ 0.15% |
$518 - $703
|
7.88K
$471K
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.17% |
$475 - $645
|
6.64K
$397K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.17% |
$432 - $586
|
5.81K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 69.23% |
$389 - $528
|
22
$1.32K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.11% |
$345 - $469
|
7.33K
$439K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 4.95% |
$216 - $293
|
106
$6.34K
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
4+ 0.04% |
$173 - $234
|
9.33K
$558K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$130 - $176
|
3
$179
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$86.4 - $117
|
1.27K
$76.1K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.17% |
$43.2 - $58.6
|
594
$35.5K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$43.2 - $58.6
|
7.91K
$473K
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 3.03% |
$43.2 - $58.6
|
32
$1.91K
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$43.2 - $58.6
|
21.3K
$1.28M
|
|
Jul 12, 2022
Q2 2022
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1- -0.0% |
$43.2 - $58.6
|
56.1K
$3.36M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 0.03% |
$86.4 - $117
|
6.98K
$418K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.11% |
$86.4 - $117
|
1.83K
$109K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.04% |
$173 - $234
|
9.29K
$556K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4Closed |
$173 - $234
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-6- 4.26% |
$259 - $352
|
135
$8.08K
|