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 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.44K+ 14.57% |
$68.9K - $82.6K
|
11.3K
$629K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.4K+ 29.18% |
$67K - $80.3K
|
6.2K
$344K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 134100.0% |
$64.2K - $76.9K
|
1.34K
$74.6K
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.28K+ 8.9% |
$61K - $73.2K
|
15.6K
$867K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 62.59% |
$56.2K - $67.3K
|
3.05K
$169K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.16K+ 25.12% |
$55.3K - $66.3K
|
5.75K
$320K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.15K+ 0.92% |
$55.1K - $66K
|
126K
$6.99M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.15K+ 2.68% |
$54.8K - $65.7K
|
43.9K
$2.44M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 2.49% |
$48.3K - $57.8K
|
41.6K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
961+ 0.9% |
$46K - $55.1K
|
108K
$5.98M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
933+ 7.2% |
$44.7K - $53.5K
|
13.9K
$772K
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
912+ 0.25% |
$43.7K - $52.3K
|
361K
$20M
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
898+ 2.88% |
$43K - $51.5K
|
32.1K
$1.78M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
875+ 87.41% |
$41.9K - $50.2K
|
1.88K
$104K
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
846+ 14.61% |
$40.5K - $48.5K
|
6.64K
$369K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
845+ 2.38% |
$40.5K - $48.5K
|
36.4K
$2.02M
|
|
Nov 12, 2021
Q3 2021
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
839+ 1.09% |
$40.2K - $48.1K
|
77.7K
$4.32M
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
825+ 15.7% |
$39.5K - $47.3K
|
6.08K
$338K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
816+ 4.55% |
$39.1K - $46.8K
|
18.7K
$1.04M
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
770+ 20.16% |
$36.9K - $44.2K
|
4.59K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
759+ 2.05% |
$36.3K - $43.6K
|
37.7K
$2.09M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
705+ 22.73% |
$33.8K - $40.5K
|
3.81K
$212K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
700+ 1.09% |
$33.5K - $40.2K
|
64.9K
$3.61M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
700+ 7.11% |
$33.5K - $40.2K
|
10.6K
$586K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
696+ 11.77% |
$33.3K - $39.9K
|
6.61K
$367K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
657New |
$31.5K - $37.7K
|
657
$36.5K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
624+ 226.91% |
$29.9K - $35.8K
|
899
$49.9K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
615+ 13.43% |
$29.4K - $35.3K
|
5.2K
$289K
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
609+ 14.23% |
$29.2K - $34.9K
|
4.89K
$272K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
604+ 2.24% |
$28.9K - $34.7K
|
27.6K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
578+ 6.01% |
$27.7K - $33.2K
|
10.2K
$567K
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
571+ 1.54% |
$27.3K - $32.8K
|
37.5K
$2.09M
|
|
Oct 07, 2021
Q3 2021
|
Nexus Investment Management Ulc
|
BUY
|
- |
515+ 1.23% |
$24.7K - $29.6K
|
42.5K
$2.36M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
500+ 7.97% |
$23.9K - $28.7K
|
6.77K
$376K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
495+ 10.54% |
$23.7K - $28.4K
|
5.19K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
458+ 5.68% |
$21.9K - $26.3K
|
8.53K
$474K
|
|
Nov 02, 2021
Q3 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
440+ 2.18% |
$21.1K - $25.2K
|
20.6K
$1.14M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
424+ 1.17% |
$20.3K - $24.3K
|
36.6K
$2.03M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
411+ 8.05% |
$19.7K - $23.6K
|
5.52K
$307K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
406New |
$19.4K - $23.3K
|
406
$22.6K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
403+ 9.31% |
$19.3K - $23.1K
|
4.73K
$263K
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
401+ 2.04% |
$19.2K - $23K
|
20.1K
$1.12M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
394+ 6.39% |
$18.9K - $22.6K
|
6.56K
$364K
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
388+ 6.41% |
$18.6K - $22.3K
|
6.44K
$358K
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
341+ 7.6% |
$16.3K - $19.6K
|
4.83K
$268K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
340+ 0.45% |
$16.3K - $19.5K
|
76.1K
$4.23M
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
319+ 1.2% |
$15.3K - $18.3K
|
26.9K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
300+ 2.8% |
$14.4K - $17.2K
|
11K
$611K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
300New |
$14.4K - $17.2K
|
300
$16.7K
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
300+ 1.54% |
$14.4K - $17.2K
|
19.8K
$1.1M
|