Purchases and Sales Made in Q3 2021 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.62K+ 48.15% |
$221K - $265K
|
14.2K
$789K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 5.1% |
$216K - $258K
|
92.8K
$5.16M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.48K+ 1.9% |
$215K - $257K
|
240K
$13.4M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.42K+ 5.96% |
$212K - $254K
|
78.6K
$4.37M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.39KNew |
$210K - $252K
|
4.39K
$244K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.24K+ 2.68% |
$203K - $243K
|
162K
$9.01M
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.14K+ 4.27% |
$198K - $237K
|
101K
$5.61M
|
|
Oct 18, 2021
Q3 2021
|
Samson Rock Capital LLP
|
BUY
|
- |
4.13KNew |
$198K - $237K
|
4.13K
$229K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.1K+ 17.4% |
$196K - $235K
|
27.7K
$1.54M
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.1KNew |
$196K - $235K
|
4.1K
$228K
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
4.1K+ 0.35% |
$196K - $235K
|
1.18M
$65.5M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.07K+ 55.55% |
$195K - $233K
|
11.4K
$632K
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.88KNew |
$186K - $222K
|
3.88K
$215K
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.88KNew |
$186K - $222K
|
3.88K
$215K
|
|
Nov 10, 2021
Q3 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.8KNew |
$182K - $218K
|
3.8K
$211K
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
3.8KNew |
$182K - $218K
|
3.8K
$211K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$181K - $217K
|
3.79K
$210K
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.76K+ 5.23% |
$180K - $216K
|
75.7K
$4.21M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.76KNew |
$180K - $216K
|
3.76K
$209K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.75KNew |
$180K - $215K
|
3.75K
$208K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.53K+ 44.41% |
$169K - $202K
|
11.5K
$637K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.51K+ 0.81% |
$168K - $201K
|
436K
$24.2M
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.45K+ 6.77% |
$165K - $198K
|
54.4K
$3.02M
|
|
Oct 25, 2021
Q3 2021
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
3.37KNew |
$161K - $193K
|
3.37K
$187K
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3.36K+ 14.5% |
$161K - $193K
|
26.5K
$1.47M
|
|
Nov 15, 2021
Q3 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.28K+ 15.12% |
$157K - $188K
|
24.9K
$1.39M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
3.21K+ 58.14% |
$153K - $184K
|
8.72K
$484K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.09K+ 45.47% |
$148K - $177K
|
9.88K
$549K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.03KNew |
$145K - $174K
|
3.03K
$169K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3K+ 161.95% |
$143K - $172K
|
4.85K
$269K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.93K+ 6.13% |
$140K - $168K
|
50.7K
$2.82M
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.85K+ 100.0% |
$136K - $164K
|
5.7K
$317K
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.85K+ 3.11% |
$136K - $163K
|
94.5K
$5.25M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.75K+ 1.26% |
$132K - $158K
|
221K
$12.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.7K+ 5.66% |
$129K - $155K
|
50.3K
$2.8M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.69K+ 0.67% |
$129K - $154K
|
405K
$22.5M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.64K+ 26.53% |
$126K - $151K
|
12.6K
$699K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.55K+ 9.33% |
$122K - $146K
|
29.9K
$1.66M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.5K+ 7.61% |
$120K - $143K
|
35.4K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.46K+ 0.67% |
$118K - $141K
|
369K
$20.5M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 3.12% |
$112K - $134K
|
77.4K
$4.3M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.24K+ 122.52% |
$107K - $128K
|
4.06K
$226K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.07K+ 3.53% |
$99.3K - $119K
|
60.8K
$3.38M
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.06K+ 1.49% |
$98.7K - $118K
|
141K
$7.82M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.05K+ 10.19% |
$98K - $117K
|
22.1K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.01K+ 743.17% |
$96.4K - $116K
|
2.29K
$127K
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.91KNew |
$91.5K - $110K
|
1.91K
$106K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.83K+ 17.05% |
$87.7K - $105K
|
12.6K
$699K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.63K+ 20.19% |
$77.9K - $93.3K
|
9.68K
$538K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.47KNew |
$70.4K - $84.4K
|
1.47K
$81.7K
|