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
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
235New |
$12.6K - $14.5K
|
235
$13.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
227New |
$12.2K - $14K
|
227
$13.1K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
222New |
$11.9K - $13.7K
|
222
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
204New |
$11K - $12.6K
|
204
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
200+ 1.28% |
$10.8K - $12.4K
|
15.8K
$915K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$10.8K - $12.4K
|
200
$11.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
194+ 39.92% |
$10.4K - $12K
|
680
$39.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
184+ 4.06% |
$9.9K - $11.4K
|
4.71K
$273K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
180+ 0.24% |
$9.68K - $11.1K
|
75.9K
$4.4M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
174New |
$9.36K - $10.8K
|
174
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
171+ 2.39% |
$9.2K - $10.6K
|
7.31K
$424K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
166+ 0.04% |
$8.93K - $10.3K
|
391K
$22.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
157New |
$8.45K - $9.71K
|
157
$9.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
150+ 1.52% |
$8.07K - $9.28K
|
10K
$580K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
138New |
$7.42K - $8.54K
|
138
$7.99K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
136+ 1.65% |
$7.32K - $8.41K
|
8.39K
$486K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
121+ 38.54% |
$6.51K - $7.48K
|
435
$25.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
96+ 174.55% |
$5.16K - $5.94K
|
151
$8.74K
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
90+ 0.81% |
$4.84K - $5.57K
|
11.3K
$652K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
76+ 9.79% |
$4.09K - $4.7K
|
852
$49.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
72New |
$3.87K - $4.45K
|
72
$4.17K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
69+ 0.34% |
$3.71K - $4.27K
|
20.4K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
60New |
$3.23K - $3.71K
|
60
$3.47K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52New |
$2.8K - $3.22K
|
52
$3.01K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 3.97% |
$2.74K - $3.15K
|
1.34K
$77.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 57.14% |
$2.15K - $2.47K
|
110
$6.37K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 12.87% |
$2.1K - $2.41K
|
342
$19.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
39+ 0.02% |
$2.1K - $2.41K
|
188K
$10.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
32New |
$1.72K - $1.98K
|
32
$1.85K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28New |
$1.51K - $1.73K
|
28
$1.62K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25+ 0.08% |
$1.34K - $1.55K
|
32.3K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.11% |
$699 - $804
|
11.7K
$680K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
10+ 0.2% |
$538 - $619
|
4.9K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3New |
$161 - $186
|
3
$174
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.15% |
$161 - $186
|
2K
$116K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$108 - $124
|
1.27K
$73.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$108 - $124
|
23.6K
$1.37M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$108 - $124
|
3.97K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.32% |
$53.8 - $61.9
|
312
$18.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.17% |
$53.8 - $61.9
|
593
$34.3K
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$53.8 - $61.9
|
8.48K
$491K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1- 0.02% |
$53.8 - $61.9
|
4.47K
$259K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 1.71% |
$108 - $124
|
115
$6.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 13.33% |
$108 - $124
|
13
$753
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3Closed |
$161 - $186
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4- 0.02% |
$215 - $247
|
16.4K
$949K
|