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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Ursa Fund Management, LLC
|
SELL
|
PUT |
-68.1KClosed |
$1.44M - $2.03M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ursa Fund Management, LLC
|
SELL
|
- |
-6.82KClosed |
$145K - $204K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1New |
$21.2 - $29.9
|
1
$25.7
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-107Closed |
$2.67K - $3.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.39KClosed |
$159K - $197K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.62KClosed |
$240K - $296K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5.03KClosed |
$125K - $155K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-13Closed |
$324 - $401
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-4.64KClosed |
$116K - $143K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-4Closed |
$99.8 - $123
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-6.07KClosed |
$152K - $187K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1Closed |
$25 - $30.8
|
0
$0
|
|
Q4 2021 | |||||||
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-36Closed |
$1.02K - $1.18K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 8.11% |
$85.1 - $98.7
|
34
$875
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
19New |
$539 - $625
|
19
$489
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-955Closed |
$27.1K - $31.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 9.38% |
$8.51K - $9.87K
|
3.5K
$90.1K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.94KClosed |
$83.5K - $96.8K
|
0
$0
|
|
Q3 2021 | |||||||
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-91- 97.85% |
$2.27K - $2.84K
|
2
$51.5
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.2KClosed |
$454K - $567K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-68KClosed |
$1.7M - $2.12M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.8KClosed |
$420K - $524K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-20Closed |
$500 - $623
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.57K- 97.51% |
$39.9K - $48.7K
|
40
$1.03K
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-96KClosed |
$2.45M - $2.99M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-3Closed |
$76.5 - $93.2
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8Closed |
$204 - $249
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300Closed |
$7.65K - $9.32K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Credit Agricole S A
|
SELL
|
- |
-2Closed |
$46.3 - $56.1
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.61KClosed |
$199K - $241K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12Closed |
$278 - $336
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.9KClosed |
$203K - $279K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7Closed |
$131 - $180
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-6.6KClosed |
$123K - $169K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
52.5KNew |
$980K - $1.35M
|
52.5K
$1.35M
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8New |
$149 - $205
|
8
$206
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.26KClosed |
$123K - $159K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-384KClosed |
$6.51M - $8.42M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3Closed |
$50.8 - $65.7
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73New |
$1.06K - $1.68K
|
73
$1.88K
|
|
Aug 14, 2020
Q2 2020
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-172KClosed |
$2.5M - $3.96M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$23.9K - $38K
|
1.65K
$42.4K
|
|
Aug 14, 2020
Q2 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-29.6KClosed |
$431K - $683K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-31Closed |
$450 - $714
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-16KClosed |
$232K - $368K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7Closed |
$85.8 - $210
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-10.8KClosed |
$132K - $323K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5.4KClosed |
$66.2K - $162K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
292K+ 2.49% |
$3.58M - $8.77M
|
12M
$310M
|