Purchases and Sales Made in Q4 2022 in Brookfield Asset Management Inc. (BAM)
This table provides information about the institutional ownership of Brookfield Asset Management Inc. (BAM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
359KNew |
$9.74M - $16.9M
|
359K
$20.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Jackson Hill Advisors, LLC
|
BUY
|
- |
69K+ 21.84% |
$1.87M - $3.25M
|
385K
$22.3M
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
38.7KNew |
$1.05M - $1.83M
|
38.7K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
9.69K+ 24.7% |
$263K - $457K
|
48.9K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.54KNew |
$123K - $214K
|
4.54K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
596+ 146.44% |
$16.2K - $28.1K
|
1K
$58.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19Closed |
$515 - $896
|
0
$0
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-175Closed |
$4.75K - $8.25K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-223- 0.41% |
$6.05K - $10.5K
|
53.6K
$3.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-223- 1.59% |
$6.05K - $10.5K
|
13.8K
$802K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-277Closed |
$7.52K - $13.1K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.41K- 99.94% |
$92.6K - $161K
|
2
$116
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.11KClosed |
$193K - $335K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-7.75K- 42.9% |
$210K - $365K
|
10.3K
$597K
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-8.8KClosed |
$239K - $415K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-9.49KClosed |
$258K - $448K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-30.9K- 66.94% |
$839K - $1.46M
|
15.3K
$884K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-31.3KClosed |
$850K - $1.48M
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-45.6K- 76.04% |
$1.24M - $2.15M
|
14.4K
$831K
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-119K- 75.46% |
$3.23M - $5.61M
|
38.7K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-167KClosed |
$4.53M - $7.87M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-339K- 74.82% |
$9.2M - $16M
|
114K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-673KClosed |
$18.3M - $31.7M
|
0
$0
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-981KClosed |
$26.6M - $46.2M
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.61M- 46.03% |
$43.6M - $75.7M
|
1.88M
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.39M- 99.32% |
$64.9M - $113M
|
16.5K
$954K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.09M- 99.07% |
$83.9M - $146M
|
29.1K
$1.69M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.84MClosed |
$104M - $181M
|
0
$0
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4MClosed |
$109M - $189M
|
0
$0
|