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 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
282+ 3.86% |
$13.5K - $16.2K
|
7.58K
$454K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
270New |
$12.9K - $15.5K
|
270
$16.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
270+ 5.31% |
$12.9K - $15.5K
|
5.36K
$321K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
266+ 5.63% |
$12.7K - $15.3K
|
4.99K
$299K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
245+ 0.26% |
$11.7K - $14.1K
|
94.5K
$5.66M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
240New |
$11.5K - $13.8K
|
240
$14.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
230+ 1.01% |
$11K - $13.2K
|
23K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
216+ 248.28% |
$10.3K - $12.4K
|
303
$18.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
208New |
$9.96K - $11.9K
|
208
$12.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
200New |
$9.58K - $11.5K
|
200
$12K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
197New |
$9.43K - $11.3K
|
197
$11.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
195+ 24.59% |
$9.34K - $11.2K
|
988
$59.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
194+ 1.36% |
$9.29K - $11.1K
|
14.5K
$866K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
194+ 1.94% |
$9.29K - $11.1K
|
10.2K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
193+ 0.07% |
$9.24K - $11.1K
|
269K
$16.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
181+ 4.63% |
$8.67K - $10.4K
|
4.09K
$245K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
178+ 0.42% |
$8.52K - $10.2K
|
42.9K
$2.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
169+ 1.34% |
$8.09K - $9.7K
|
12.8K
$764K
|
|
|
Nov 12, 2021
Q3 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
166+ 0.3% |
$7.95K - $9.53K
|
56K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
153New |
$7.33K - $8.78K
|
153
$9.15K
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
149+ 3.47% |
$7.13K - $8.55K
|
4.44K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
141New |
$6.75K - $8.09K
|
141
$8.44K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
138+ 1.32% |
$6.61K - $7.92K
|
10.6K
$636K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
134+ 3.75% |
$6.42K - $7.69K
|
3.71K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134New |
$6.42K - $7.69K
|
134
$8.02K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
127+ 2.23% |
$6.08K - $7.29K
|
5.83K
$349K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
122New |
$5.84K - $7K
|
122
$7.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
116+ 1.57% |
$5.55K - $6.66K
|
7.52K
$450K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
110+ 6.3% |
$5.27K - $6.31K
|
1.86K
$111K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
109New |
$5.22K - $6.25K
|
109
$6.52K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
108+ 0.67% |
$5.17K - $6.2K
|
16.1K
$964K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106New |
$5.08K - $6.08K
|
106
$6.34K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
102New |
$4.88K - $5.85K
|
102
$6.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
100+ 0.16% |
$4.79K - $5.74K
|
63.5K
$3.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
100+ 0.39% |
$4.79K - $5.74K
|
25.6K
$1.53M
|
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
97+ 0.65% |
$4.64K - $5.57K
|
15.1K
$901K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
94+ 1.23% |
$4.5K - $5.39K
|
7.72K
$462K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
93+ 7.8% |
$4.45K - $5.34K
|
1.29K
$76.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
91New |
$4.36K - $5.22K
|
91
$5.44K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
90New |
$4.31K - $5.16K
|
90
$5.38K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
89+ 1.26% |
$4.26K - $5.11K
|
7.17K
$429K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
86New |
$4.12K - $4.93K
|
86
$5.15K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
76New |
$3.64K - $4.36K
|
76
$4.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
73+ 561.54% |
$3.5K - $4.19K
|
86
$5.15K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
68New |
$3.26K - $3.9K
|
68
$4.07K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
65+ 0.18% |
$3.11K - $3.73K
|
36.7K
$2.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
62+ 1.14% |
$2.97K - $3.56K
|
5.5K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
56+ 7.78% |
$2.68K - $3.21K
|
776
$46.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
45New |
$2.15K - $2.58K
|
45
$2.69K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
45+ 0.3% |
$2.15K - $2.58K
|
15K
$900K
|