Purchases and Sales Made in Q3 2022 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
835+ 7.36% |
$8.32K - $43K
|
12.2K
$676K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
781+ 5.7% |
$7.79K - $40.2K
|
14.5K
$803K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
779+ 2.66% |
$7.77K - $40.1K
|
30.1K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
774+ 3.66% |
$7.72K - $39.9K
|
21.9K
$1.22M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
749+ 7.14% |
$7.47K - $38.6K
|
11.2K
$623K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
738+ 2.48% |
$7.36K - $38K
|
30.6K
$1.69M
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700+ 7777.78% |
$6.98K - $36.1K
|
709
$39.3K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
691+ 12.6% |
$6.89K - $35.6K
|
6.17K
$342K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
680+ 4.3% |
$6.78K - $35K
|
16.5K
$915K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
620New |
$6.18K - $31.9K
|
620
$34.4K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
611+ 3.67% |
$6.09K - $31.5K
|
17.3K
$959K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
525+ 9.28% |
$5.23K - $27K
|
6.18K
$343K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
500New |
$4.99K - $25.8K
|
500
$27.7K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
497New |
$4.96K - $25.6K
|
497
$27.6K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
424+ 0.34% |
$4.23K - $21.8K
|
125K
$6.92M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
390+ 89.04% |
$3.89K - $20.1K
|
828
$45.9K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
367+ 2.66% |
$3.66K - $18.9K
|
14.1K
$784K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
335+ 4.12% |
$3.34K - $17.3K
|
8.47K
$470K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
322+ 184.0% |
$3.21K - $16.6K
|
497
$27.6K
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
300+ 0.59% |
$2.99K - $15.5K
|
51.1K
$2.83M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
300+ 0.64% |
$2.99K - $15.5K
|
47K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273+ 2.46% |
$2.72K - $14.1K
|
11.4K
$630K
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
268+ 0.18% |
$2.67K - $13.8K
|
147K
$8.17M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
261+ 5.07% |
$2.6K - $13.4K
|
5.41K
$300K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
259+ 3.22% |
$2.58K - $13.3K
|
8.31K
$461K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
258+ 0.99% |
$2.57K - $13.3K
|
26.3K
$1.46M
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
250+ 0.45% |
$2.49K - $12.9K
|
55.6K
$3.08M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$2.4K - $12.4K
|
241
$13.4K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
226New |
$2.25K - $11.6K
|
226
$12.5K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.8% |
$2.24K - $11.6K
|
8.25K
$458K
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
222+ 1.04% |
$2.21K - $11.4K
|
21.6K
$1.2M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$1.99K - $10.3K
|
200
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
176+ 0.72% |
$1.75K - $9.07K
|
24.8K
$1.37M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
161+ 0.15% |
$1.61K - $8.29K
|
106K
$5.9M
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
150+ 1.92% |
$1.5K - $7.73K
|
7.95K
$441K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
148+ 2.03% |
$1.48K - $7.62K
|
7.43K
$412K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
116+ 5.89% |
$1.16K - $5.98K
|
2.09K
$116K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
90+ 4.22% |
$897 - $4.64K
|
2.22K
$123K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.11% |
$867 - $4.48K
|
7.94K
$440K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
86+ 2.19% |
$857 - $4.43K
|
4K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
80+ 1.18% |
$798 - $4.12K
|
6.85K
$380K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
76New |
$758 - $3.92K
|
76
$4.22K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
74+ 1.08% |
$738 - $3.81K
|
6.91K
$383K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 9.52% |
$728 - $3.76K
|
840
$46.6K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
73+ 0.27% |
$728 - $3.76K
|
27.1K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
65+ 0.25% |
$648 - $3.35K
|
26.1K
$1.45M
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
64+ 0.15% |
$638 - $3.3K
|
41.7K
$2.31M
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
58+ 1.0% |
$578 - $2.99K
|
5.86K
$325K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
58+ 1.01% |
$578 - $2.99K
|
5.81K
$322K
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
54+ 0.14% |
$538 - $2.78K
|
39.4K
$2.19M
|