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 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4.99K+ 124.31% |
$268K - $308K
|
9K
$521K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.85K+ 11.05% |
$261K - $300K
|
48.7K
$2.82M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.73K+ 6.02% |
$254K - $292K
|
83.3K
$4.83M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4.7KNew |
$253K - $291K
|
4.7K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.68KNew |
$251K - $289K
|
4.68K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4.61KNew |
$248K - $285K
|
4.61K
$267K
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
4.49K+ 6.84% |
$241K - $277K
|
70K
$4.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.41K+ 8.7% |
$237K - $273K
|
55.1K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.41KNew |
$237K - $273K
|
4.41K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
4.38K+ 0.16% |
$236K - $271K
|
2.66M
$154M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.35K+ 55.69% |
$234K - $269K
|
12.2K
$704K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.3K+ 4.22% |
$231K - $266K
|
106K
$6.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.17K+ 4.49% |
$224K - $258K
|
97K
$5.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.13KNew |
$222K - $255K
|
4.13K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
4.05K+ 1.52% |
$218K - $251K
|
271K
$15.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Saybrook Capital
|
BUY
|
- |
3.97KNew |
$213K - $245K
|
3.97K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$211K - $243K
|
3.93K
$228K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.92KNew |
$211K - $242K
|
3.92K
$227K
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$210K - $241K
|
3.9K
$226K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.84K+ 3.27% |
$206K - $237K
|
121K
$7.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Pembroke Management, LTD
|
BUY
|
- |
3.78KNew |
$203K - $234K
|
3.78K
$219K
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
3.77KNew |
$203K - $233K
|
3.77K
$218K
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.7KNew |
$199K - $229K
|
3.7K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.68KNew |
$198K - $228K
|
3.68K
$213K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.66KNew |
$197K - $227K
|
3.66K
$212K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.64KNew |
$196K - $225K
|
3.64K
$211K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 2.22% |
$194K - $223K
|
166K
$9.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
3.6KNew |
$194K - $223K
|
3.6K
$208K
|
|
|
Jan 11, 2022
Q4 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3.59KNew |
$193K - $222K
|
3.59K
$208K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.57KNew |
$192K - $221K
|
3.57K
$207K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$189K - $217K
|
3.52K
$204K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 2.47% |
$189K - $217K
|
145K
$8.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.51KNew |
$189K - $217K
|
3.51K
$203K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.51KNew |
$189K - $217K
|
3.51K
$203K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
3.48KNew |
$187K - $215K
|
3.48K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.43KNew |
$184K - $212K
|
3.43K
$198K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$183K - $210K
|
3.4K
$197K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.4K+ 0.78% |
$183K - $210K
|
439K
$25.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
3.38KNew |
$182K - $209K
|
3.38K
$196K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
3.38KNew |
$182K - $209K
|
3.38K
$196K
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.37KNew |
$181K - $209K
|
3.37K
$195K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
3.37KNew |
$181K - $208K
|
3.37K
$195K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.36KNew |
$181K - $208K
|
3.36K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 21.04% |
$164K - $188K
|
17.5K
$1.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 77.42% |
$161K - $186K
|
6.88K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.93K+ 0.2% |
$157K - $181K
|
1.46M
$84.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.9K+ 65.34% |
$156K - $179K
|
7.34K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.85K+ 9.0% |
$153K - $176K
|
34.5K
$2M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.85KNew |
$153K - $176K
|
2.85K
$165K
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.76K+ 0.1% |
$148K - $171K
|
2.77M
$160M
|