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 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
864+ 0.32% |
$46.5K - $53.4K
|
270K
$15.6M
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
863+ 0.91% |
$46.4K - $53.4K
|
95.4K
$5.53M
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
863+ 0.61% |
$46.4K - $53.4K
|
142K
$8.2M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 6.97% |
$45.7K - $52.6K
|
13K
$755K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
825+ 40.68% |
$44.4K - $51K
|
2.85K
$165K
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
794+ 0.37% |
$42.7K - $49.1K
|
215K
$12.5M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
789+ 3.57% |
$42.4K - $48.8K
|
22.9K
$1.33M
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
770+ 20.16% |
$41.4K - $47.6K
|
4.59K
$266K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
766+ 14.76% |
$41.2K - $47.4K
|
5.96K
$345K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$40.3K - $46.4K
|
750
$43.4K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
744+ 3.52% |
$40K - $46K
|
21.9K
$1.27M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
725+ 11.05% |
$39K - $44.8K
|
7.29K
$422K
|
|
Feb 11, 2022
Q4 2021
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
711+ 0.01% |
$38.2K - $44K
|
13.1M
$760M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
705New |
$37.9K - $43.6K
|
705
$40.8K
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
688+ 0.49% |
$37K - $42.6K
|
140K
$8.12M
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
666+ 17.49% |
$35.8K - $41.2K
|
4.47K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
663+ 3.54% |
$35.7K - $41K
|
19.4K
$1.12M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
644New |
$34.6K - $39.8K
|
644
$37.3K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625New |
$33.6K - $38.7K
|
625
$36.2K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
622New |
$33.5K - $38.5K
|
622
$36K
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
617+ 0.0% |
$33.2K - $38.2K
|
130M
$7.55B
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
608+ 2.65% |
$32.7K - $37.6K
|
23.6K
$1.37M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
600+ 4.5% |
$32.3K - $37.1K
|
13.9K
$807K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
597+ 14.69% |
$32.1K - $36.9K
|
4.66K
$270K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
592+ 4.49% |
$31.8K - $36.6K
|
13.8K
$797K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
551+ 1.04% |
$29.6K - $34.1K
|
53.6K
$3.1M
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
550+ 9.77% |
$29.6K - $34K
|
6.18K
$358K
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
543+ 1.44% |
$29.2K - $33.6K
|
38.2K
$2.21M
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
533+ 8.77% |
$28.7K - $33K
|
6.61K
$383K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
442+ 11.01% |
$23.8K - $27.3K
|
4.46K
$258K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
442+ 10.23% |
$23.8K - $27.3K
|
4.76K
$276K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
425New |
$22.9K - $26.3K
|
425
$24.6K
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
403+ 37.52% |
$21.7K - $24.9K
|
1.48K
$85.5K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
396+ 3.89% |
$21.3K - $24.5K
|
10.6K
$613K
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
391New |
$21K - $24.2K
|
391
$22.6K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
376+ 28.02% |
$20.2K - $23.3K
|
1.72K
$99.5K
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
353+ 0.25% |
$19K - $21.8K
|
141K
$8.17M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
345New |
$18.6K - $21.3K
|
345
$20K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
335+ 0.23% |
$18K - $20.7K
|
146K
$8.48M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
309New |
$16.6K - $19.1K
|
309
$17.9K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
307+ 4.28% |
$16.5K - $19K
|
7.48K
$433K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
297New |
$16K - $18.4K
|
297
$17.2K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
295New |
$15.9K - $18.2K
|
295
$17.1K
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
258+ 0.13% |
$13.9K - $16K
|
198K
$11.5M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
257+ 0.47% |
$13.8K - $15.9K
|
55.4K
$3.21M
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
249New |
$13.4K - $15.4K
|
249
$14.4K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
247+ 1.96% |
$13.3K - $15.3K
|
12.8K
$743K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
243+ 121.5% |
$13.1K - $15K
|
443
$25.7K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
241+ 3.83% |
$13K - $14.9K
|
6.54K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
241+ 6.5% |
$13K - $14.9K
|
3.95K
$229K
|