Purchases and Sales Made in Q4 2021 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.4K+ 12.27% |
$719K - $827K
|
122K
$7.08M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
13.2K+ 102.62% |
$707K - $813K
|
26K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
13K+ 13.03% |
$701K - $806K
|
113K
$6.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
12.5KNew |
$670K - $771K
|
12.5K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12KNew |
$645K - $742K
|
12K
$694K
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
11.7KNew |
$629K - $724K
|
11.7K
$678K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.2KNew |
$604K - $694K
|
11.2K
$650K
|
|
|
Jan 24, 2022
Q4 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
11K+ 1.19% |
$593K - $682K
|
939K
$54.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
10.9K+ 0.86% |
$588K - $677K
|
1.29M
$74.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 12.18% |
$578K - $665K
|
99K
$5.73M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
10.5KNew |
$566K - $651K
|
10.5K
$610K
|
|
|
Feb 15, 2022
Q4 2021
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
10.5K+ 6.37% |
$565K - $649K
|
175K
$10.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
10.5KNew |
$565K - $649K
|
10.5K
$608K
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.8KNew |
$527K - $606K
|
9.8K
$568K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.71KNew |
$522K - $600K
|
9.71K
$562K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
9.7KNew |
$522K - $600K
|
9.7K
$562K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.65K+ 12.46% |
$519K - $597K
|
87.1K
$5.04M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
9.5K+ 190.34% |
$511K - $587K
|
14.5K
$839K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9.49KNew |
$511K - $587K
|
9.49K
$550K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.45K+ 36.97% |
$508K - $584K
|
35K
$2.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9.32KNew |
$501K - $577K
|
9.32K
$540K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
8.96K+ 6.71% |
$482K - $554K
|
142K
$8.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.92KNew |
$480K - $552K
|
8.92K
$517K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.75KNew |
$471K - $541K
|
8.75K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.33K+ 15.32% |
$448K - $515K
|
62.7K
$3.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.16KNew |
$439K - $505K
|
8.16K
$473K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
7.99KNew |
$430K - $494K
|
7.99K
$463K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.78KNew |
$418K - $481K
|
7.78K
$450K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
7.66KNew |
$412K - $474K
|
7.66K
$444K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
7.16K+ 10.99% |
$385K - $443K
|
72.3K
$4.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
6.89K+ 1.6% |
$371K - $426K
|
436K
$25.3M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
6.74KNew |
$362K - $417K
|
6.74K
$390K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
6.45K+ 11.34% |
$347K - $399K
|
63.3K
$3.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
6.27K+ 3.38% |
$337K - $388K
|
192K
$11.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
6.08KNew |
$327K - $376K
|
6.08K
$352K
|
|
|
Aug 10, 2022
Q4 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
6KNew |
$323K - $371K
|
6K
$347K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.77KNew |
$310K - $357K
|
5.77K
$334K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.74K+ 21.34% |
$308K - $355K
|
32.6K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.73KNew |
$308K - $354K
|
5.73K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.64K+ 8.68% |
$303K - $349K
|
70.6K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.39KNew |
$290K - $333K
|
5.39K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.35KNew |
$288K - $331K
|
5.35K
$310K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.28K+ 70.5% |
$284K - $326K
|
12.8K
$739K
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.26KNew |
$283K - $325K
|
5.26K
$304K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.25KNew |
$282K - $325K
|
5.25K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.21K+ 1.81% |
$280K - $322K
|
294K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$280K - $322K
|
5.2K
$301K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.12KNew |
$275K - $317K
|
5.12K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.03KNew |
$270K - $311K
|
5.03K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5KNew |
$269K - $309K
|
5K
$290K
|