Purchases and Sales Made in Q1 2025 in Brookfield Real Assets Income Fund Inc. (RA)
This table provides information about the institutional ownership of Brookfield Real Assets Income Fund Inc. (RA) during Q1 2025. The information is specifically focused on institutions that hold shares of Brookfield Real Assets Income Fund Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
226K+ 21.47% |
$2.96M - $3.06M
|
1.28M
$16.9M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
157K+ 42.46% |
$2.05M - $2.12M
|
525K
$6.94M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 3.35% |
$1.56M - $1.61M
|
3.67M
$48.5M
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
71.7K+ 12.05% |
$939K - $969K
|
667K
$8.81M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
63.9KNew |
$837K - $864K
|
63.9K
$844K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.9K+ 18.0% |
$824K - $851K
|
412K
$5.45M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50K+ 84.98% |
$655K - $676K
|
109K
$1.44M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.7K+ 13.37% |
$625K - $645K
|
405K
$5.35M
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
44.8K+ 10.78% |
$587K - $606K
|
460K
$6.08M
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
38.1K+ 32.09% |
$499K - $515K
|
157K
$2.07M
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
37.2K+ 136.47% |
$487K - $503K
|
64.5K
$852K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
37.1KNew |
$486K - $501K
|
37.1K
$490K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.9K+ 33.36% |
$378K - $391K
|
115K
$1.53M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27.2K+ 27.16% |
$356K - $367K
|
127K
$1.68M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.8K+ 25.64% |
$312K - $322K
|
117K
$1.54M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.6K+ 22.08% |
$256K - $265K
|
108K
$1.43M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 24.86% |
$243K - $251K
|
93.1K
$1.23M
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
18K+ 52.2% |
$236K - $244K
|
52.6K
$695K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 16.37% |
$231K - $238K
|
125K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5KNew |
$203K - $209K
|
15.5K
$204K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4KNew |
$201K - $208K
|
15.4K
$203K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 18.92% |
$200K - $206K
|
95.9K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13.9KNew |
$182K - $188K
|
13.9K
$183K
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
11.2K+ 10.3% |
$147K - $151K
|
120K
$1.58M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
10.9KNew |
$143K - $148K
|
10.9K
$144K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.6K+ 7.59% |
$139K - $143K
|
150K
$1.98M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 9.18% |
$136K - $141K
|
124K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.67K+ 8.69% |
$114K - $117K
|
108K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.06K+ 819.94% |
$106K - $109K
|
9.04K
$119K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.48K+ 4.2% |
$58.6K - $60.5K
|
111K
$1.47M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.63K+ 1.0% |
$47.5K - $49.1K
|
366K
$4.84M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$45.4K - $46.8K
|
3.46K
$45.7K
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.41K+ 4.86% |
$44.7K - $46.2K
|
73.6K
$973K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3K+ 8.8% |
$39.3K - $40.6K
|
37.1K
$490K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3KNew |
$39.3K - $40.6K
|
3K
$39.6K
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.29K+ 17.77% |
$30K - $30.9K
|
15.2K
$200K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.79KNew |
$23.5K - $24.2K
|
1.79K
$23.7K
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.36K+ 8.8% |
$17.8K - $18.4K
|
16.8K
$222K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
932New |
$12.2K - $12.6K
|
932
$12.3K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
769+ 67.75% |
$10.1K - $10.4K
|
1.9K
$25.2K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
575New |
$7.53K - $7.77K
|
575
$7.6K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
457+ 2.6% |
$5.99K - $6.18K
|
18K
$238K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
413New |
$5.41K - $5.58K
|
413
$5.46K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330+ 0.9% |
$4.32K - $4.46K
|
37.2K
$491K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
226+ 18.65% |
$2.96K - $3.06K
|
1.44K
$19K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
183+ 1.67% |
$2.4K - $2.47K
|
11.1K
$147K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180New |
$2.36K - $2.43K
|
180
$2.38K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 0.54% |
$2.03K - $2.1K
|
28.7K
$379K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
155+ 0.73% |
$2.03K - $2.1K
|
21.3K
$281K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27New |
$354 - $365
|
27
$357
|