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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-55- 7.33% |
$2.63K - $3.16K
|
695
$38.6K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-86- 0.37% |
$4.12K - $4.93K
|
23.2K
$1.29M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-100- 0.77% |
$4.79K - $5.74K
|
12.9K
$716K
|
|
Nov 10, 2021
Q3 2021
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 1.06% |
$4.79K - $5.74K
|
9.37K
$521K
|
|
Nov 15, 2021
Q3 2021
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-100Closed |
$4.79K - $5.74K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-108- 1.08% |
$5.17K - $6.2K
|
9.86K
$548K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-135- 97.83% |
$6.46K - $7.75K
|
3
$167
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-138- 0.24% |
$6.61K - $7.92K
|
58.1K
$3.23M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-155- 0.4% |
$7.42K - $8.89K
|
38.3K
$2.13M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-158Closed |
$7.57K - $9.07K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-166- 0.11% |
$7.95K - $9.53K
|
146K
$8.12M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-172- 4.2% |
$8.24K - $9.87K
|
3.93K
$218K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-174- 0.46% |
$8.33K - $9.98K
|
38K
$2.11M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-175Closed |
$8.38K - $10K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-181- 8.31% |
$8.67K - $10.4K
|
2K
$111K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-193- 4.59% |
$9.24K - $11.1K
|
4.02K
$223K
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-210- 0.11% |
$10.1K - $12K
|
184K
$10.2M
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-211- 1.85% |
$10.1K - $12.1K
|
11.2K
$620K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-215- 4.62% |
$10.3K - $12.3K
|
4.44K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-223- 0.21% |
$10.7K - $12.8K
|
104K
$5.8M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-225- 1.65% |
$10.8K - $12.9K
|
13.4K
$744K
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-246Closed |
$11.8K - $14.1K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-250- 0.45% |
$12K - $14.3K
|
55.2K
$3.07M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 3.0% |
$14.4K - $17.2K
|
9.69K
$539K
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-313- 1.6% |
$15K - $18K
|
19.2K
$1.07M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-325Closed |
$15.6K - $18.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-325- 0.23% |
$15.6K - $18.6K
|
141K
$7.82M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-342- 5.5% |
$16.4K - $19.6K
|
5.88K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-375- 1.19% |
$18K - $21.5K
|
31.2K
$1.73M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-415- 88.3% |
$19.9K - $23.8K
|
55
$3.06K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-426- 0.65% |
$20.4K - $24.4K
|
65.5K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-432Closed |
$20.7K - $24.8K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-435- 1.46% |
$20.8K - $25K
|
29.3K
$1.63M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-446- 47.75% |
$21.4K - $25.6K
|
488
$27.1K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-450- 15.25% |
$21.5K - $25.8K
|
2.5K
$139K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-495- 2.05% |
$23.7K - $28.4K
|
23.6K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-500- 11.11% |
$23.9K - $28.7K
|
4K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-517- 2.32% |
$24.8K - $29.7K
|
21.8K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-530- 7.57% |
$25.4K - $30.4K
|
6.48K
$360K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-542- 9.73% |
$26K - $31.1K
|
5.03K
$279K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-703Closed |
$33.7K - $40.3K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-737- 16.18% |
$35.3K - $42.3K
|
3.82K
$212K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-768- 16.2% |
$36.8K - $44.1K
|
3.97K
$221K
|
|
Nov 12, 2021
Q3 2021
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-787- 3.11% |
$37.7K - $45.2K
|
24.5K
$1.36M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-797Closed |
$38.2K - $45.7K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1K- 0.72% |
$47.9K - $57.4K
|
138K
$7.67M
|
|
Nov 01, 2021
Q3 2021
|
Lipe & Dalton
|
SELL
|
- |
-1.05K- 0.75% |
$50.2K - $60.1K
|
140K
$7.75M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.05K- 2.69% |
$50.5K - $60.5K
|
38.1K
$2.11M
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-1.11K- 7.27% |
$53.3K - $63.9K
|
14.2K
$790K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 2.4% |
$57.5K - $68.9K
|
48.9K
$2.72M
|