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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52+ 0.28% |
$518 - $2.68K
|
18.6K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.03% |
$518 - $2.68K
|
157K
$8.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42+ 1.45% |
$419 - $2.16K
|
2.94K
$163K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
38New |
$379 - $1.96K
|
38
$2.11K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.26% |
$359 - $1.85K
|
14.1K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
30+ 12.5% |
$299 - $1.55K
|
270
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.3% |
$219 - $1.13K
|
7.35K
$408K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.3% |
$219 - $1.13K
|
7.47K
$414K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
20+ 36.36% |
$199 - $1.03K
|
75
$4.16K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19New |
$189 - $979
|
19
$1.05K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
17+ 0.05% |
$169 - $876
|
35K
$1.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15New |
$150 - $773
|
15
$832
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
13New |
$130 - $670
|
13
$721
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
12+ 0.02% |
$120 - $618
|
53.8K
$2.99M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.18% |
$120 - $618
|
6.65K
$369K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.14% |
$99.7 - $515
|
7.14K
$396K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.0% |
$89.7 - $464
|
719K
$39.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9New |
$89.7 - $464
|
9
$499
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6+ 0.06% |
$59.8 - $309
|
9.34K
$518K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 2.84% |
$49.9 - $258
|
181
$10K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.31% |
$39.9 - $206
|
1.28K
$70.8K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.04% |
$29.9 - $155
|
6.98K
$387K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 14.29% |
$19.9 - $103
|
16
$888
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 1.67% |
$19.9 - $103
|
122
$6.77K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.57% |
$9.97 - $51.5
|
175
$9.71K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$9.97 - $51.5
|
31.3K
$1.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-4- 0.22% |
$39.9 - $206
|
1.82K
$101K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-7- 0.05% |
$69.8 - $361
|
15.4K
$856K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12- 0.15% |
$120 - $618
|
7.87K
$436K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19- 0.55% |
$189 - $979
|
3.42K
$189K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-25- 4.9% |
$249 - $1.29K
|
485
$26.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-26- 0.38% |
$259 - $1.34K
|
6.81K
$378K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 14.51% |
$279 - $1.44K
|
165
$9.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-36- 40.0% |
$359 - $1.85K
|
54
$3K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 5.36% |
$359 - $1.85K
|
636
$35.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-41- 0.07% |
$409 - $2.11K
|
55.4K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42- 0.4% |
$419 - $2.16K
|
10.5K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-46- 0.18% |
$459 - $2.37K
|
25.4K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-60- 0.09% |
$598 - $3.09K
|
63.4K
$3.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-61- 7.85% |
$608 - $3.14K
|
716
$39.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-65- 0.32% |
$648 - $3.35K
|
20.2K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-65- 0.7% |
$648 - $3.35K
|
9.28K
$515K
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-73- 0.44% |
$728 - $3.76K
|
16.4K
$911K
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-75- 0.18% |
$748 - $3.86K
|
41.6K
$2.31M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-90- 46.88% |
$897 - $4.64K
|
102
$5.66K
|