Latest Institutional Transactions on Brookfield Business Partners L.P. (BBU)
This table provides information on the latest institutional transactions involving Brookfield Business Partners L.P. (BBU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.14KNew |
$197K - $242K
|
9.14K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
78.7KNew |
$1.69M - $2.08M
|
78.7K
$2.03M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
137New |
$2.5K - $3.28K
|
137
$3.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
277New |
$5.05K - $6.63K
|
277
$7.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-32- 26.23% |
$583 - $766
|
90
$2.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$250K - $328K
|
13.7K
$353K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
- |
22.2K+ 97.37% |
$377K - $480K
|
45K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$102 - $130
|
6
$154
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74New |
$1.26K - $1.6K
|
74
$1.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1New |
$17 - $21.6
|
1
$25.7
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.8K- 99.23% |
$30.5K - $39K
|
14
$360
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
6.9KNew |
$134K - $162K
|
6.9K
$178K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.47K- 65.37% |
$48K - $58.1K
|
1.31K
$33.7K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-108K- 40.71% |
$2.09M - $2.53M
|
157K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
963+ 73.12% |
$18.7K - $22.6K
|
2.28K
$58.7K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
68K+ 99.35% |
$1.32M - $1.6M
|
136K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 50.0% |
$3.88K - $4.7K
|
200
$5.15K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
680New |
$13.2K - $16K
|
680
$17.5K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
62.8K+ 126.61% |
$1.22M - $1.48M
|
112K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
21New |
$408 - $494
|
21
$541
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4- 50.0% |
$77.6 - $94
|
4
$103
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 28.57% |
$155 - $188
|
20
$515
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6New |
$116 - $141
|
6
$154
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Partners Value Investments LP
Toronto, A6 |
BUY
|
- |
19.1K+ 0.65% |
$236K - $399K
|
2.94M
$75.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85KNew |
$122K - $206K
|
9.85K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.03K+ 3.82% |
$49.8K - $84.2K
|
110K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
3KNew |
$37.1K - $62.7K
|
3K
$77.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-324Closed |
$4.01K - $6.77K
|
0
$0
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.6KNew |
$265K - $334K
|
17.6K
$453K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4.3KNew |
$64.6K - $81.5K
|
4.3K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.72K- 11.0% |
$25.9K - $32.6K
|
13.9K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
30.9KNew |
$464K - $586K
|
30.9K
$795K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-251K- 99.99% |
$3.77M - $4.76M
|
21
$541
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
141New |
$2.12K - $2.67K
|
141
$3.63K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
158New |
$2.37K - $3K
|
158
$4.07K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1- 25.0% |
$16.3 - $20.1
|
3
$77.2
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$180 - $242
|
11
$283
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.47K- 31.25% |
$118K - $171K
|
16.4K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9New |
$143 - $206
|
9
$232
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
50KNew |
$793K - $1.14M
|
50K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
55New |
$872 - $1.26K
|
55
$1.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
30New |
$476 - $687
|
30
$772
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
26New |
$412 - $595
|
26
$669
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
217New |
$4.03K - $5.68K
|
217
$5.59K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
676New |
$12.6K - $17.7K
|
676
$17.4K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-29Closed |
$615 - $866
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-20.1KClosed |
$427K - $601K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-319KClosed |
$6.75M - $9.51M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-132KClosed |
$2.8M - $3.94M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-50.2KClosed |
$1.06M - $1.5M
|
0
$0
|
|