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Brookfield Asset Management (BAM) Institutional Ownership

Brookfield Asset Management logo
$55.44 -0.12 (-0.22%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Brookfield Asset Management (NYSE:BAM)

Current
Institutional Ownership
Percentage
68.41%
Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$1.49B
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BAM Institutional Buying and Selling by Quarter

Brookfield Asset Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Morse Asset Management Inc3,713$176K0.0%N/A0.001%
11/20/2024 Virtu Financial LLC4,291$203K0.0%-44.0%0.001%
11/19/2024 Barclays PLC2,003$95K0.0%-24.8%0.000%
11/18/2024 Toronto Dominion Bank1,056,919$49.98M0.1%+7.7%0.239%
11/16/2024 Geode Capital Management LLC1,611,859$77.29M0.0%+11.6%0.364%
11/15/2024 M&T Bank Corp24,674$1.17M0.0%-0.8%0.006%
11/15/2024 Barclays PLC2,003$95K0.0%-24.8%0.000%
11/15/2024 Continuum Advisory LLC1,109$52K0.0%+42.2%0.000%
11/15/2024 Public Employees Retirement System of Ohio34,521$1.63M0.0%N/A0.008%
11/15/2024 Y Intercept Hong Kong Ltd38,841$1.84M0.1%+41.5%0.009%
11/15/2024 MML Investors Services LLC17,511$828K0.0%+7.3%0.004%
11/15/2024 K2 Principal Fund L.P.17,096$808K0.1%N/A0.004%
11/15/2024 Orion Portfolio Solutions LLC4,670$221K0.0%-13.6%0.001%
11/15/2024 XTX Topco Ltd24,584$1.16M0.1%+290.5%0.006%
11/15/2024 National Bank of Canada FI1,040,365$49.20M0.1%+26.3%0.235%
11/15/2024 Hendershot Investments Inc.7,738$366K0.0%-18.0%0.002%
11/15/2024 United Services Automobile Association12,529$592K0.0%-12.7%0.003%
11/15/2024 Wellington Management Group LLP350,268$16.57M0.0%+2.5%0.079%
11/15/2024 State Street Corp33,418$1.58M0.0%-5.0%0.008%
11/15/2024 Stifel Financial Corp229,382$10.85M0.0%-1.2%0.052%
11/15/2024 SageView Advisory Group LLC4,352$206K0.0%-32.9%0.001%
11/15/2024 Quantinno Capital Management LP58,860$2.79M0.0%+4.7%0.013%
11/15/2024 Royal London Asset Management Ltd.144,774$6.85M0.0%-3.9%0.033%
11/15/2024 Morse Asset Management Inc3,963$187K0.0%N/A0.001%
11/15/2024 Motley Fool Asset Management LLC259,354$12.34M0.7%-3.3%0.059%
11/15/2024 Motley Fool Wealth Management LLC324,806$15.36M0.8%-9.2%0.073%
11/15/2024 IHT Wealth Management LLC5,355$256K0.0%N/A0.001%
11/15/2024 Integrated Wealth Concepts LLC6,269$296K0.0%-4.8%0.001%
11/15/2024 Investment Management Corp of Ontario16,571$784K0.0%-7.3%0.004%
11/15/2024 Janus Henderson Group PLC89,635$4.24M0.0%-1.8%0.020%
11/15/2024 HighTower Advisors LLC134,752$6.37M0.0%+3.7%0.030%
11/15/2024 Hilltop Holdings Inc.4,488$212K0.0%N/A0.001%
11/15/2024 Ascent Group LLC10,156$480K0.0%-4.7%0.002%
11/15/2024 Benjamin Edwards Inc.12,720$602K0.0%N/A0.003%
11/15/2024 Bamco Inc. NY1,100,435$52.04M0.1%+31.5%0.248%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp119,911$5.67M0.0%-92.7%0.027%
11/14/2024 Verition Fund Management LLC8,271$391K0.0%N/A0.002%
11/14/2024 Icon Wealth Advisors LLC2,128$101K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.237,198$11.22M0.0%-7.3%0.054%
11/14/2024 Northwest & Ethical Investments L.P.273,162$12.92M0.3%+1.5%0.062%
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11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC303,103$14.33M0.0%-29.0%0.068%
11/14/2024 Public Sector Pension Investment Board46,513$2.20M0.0%+0.4%0.011%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 148,002$7.01M0.0%-2.4%0.033%
11/14/2024 FORA Capital LLC31,968$1.51M0.2%-32.0%0.007%
11/14/2024 RPg Family Wealth Advisory LLC565$27K0.0%N/A0.000%
11/14/2024 BNP Paribas50,060$2.37M0.1%+5.1%0.011%
11/13/2024 Glenmede Trust Co. NA4,907$232K0.0%-10.2%0.001%
11/13/2024 FMR LLC19,198,643$907.80M0.1%-7.3%4.334%
11/13/2024 The Manufacturers Life Insurance Company 2,733,967$129.32M0.1%-60.1%0.617%
11/13/2024 Bank of Montreal Can9,236,374$435.73M0.2%+0.5%2.085%
11/13/2024 Horizon Kinetics Asset Management LLC240,580$11.38M0.2%-11.0%0.054%
11/13/2024 Hancock Whitney Corp5,319$252K0.0%N/A0.001%
11/13/2024 Douglass Winthrop Advisors LLC2,670,488$126.29M2.4%+3.9%0.601%
11/12/2024 Cerity Partners LLC25,996$1.23M0.0%+25.6%0.006%
11/12/2024 Montrusco Bolton Investments Inc.672,034$31.81M0.3%-62.3%0.151%
11/12/2024 Icon Wealth Advisors LLC2,489$118K0.0%N/A0.001%
11/12/2024 Raymond James Trust N.A.8,300$393K0.0%-2.7%0.002%
11/12/2024 Charles Schwab Investment Management Inc.834,929$39.52M0.0%+5.8%0.188%
11/12/2024 Massachusetts Financial Services Co. MA5,891,170$278.59M0.1%-0.2%1.326%
11/9/2024 America First Investment Advisors LLC474,212$22.43M5.0%+2.7%0.107%
11/8/2024 Moors & Cabot Inc.8,983$425K0.0%+4.9%0.002%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.1,965,162$92.90M0.5%+66.4%0.442%
11/8/2024 Segall Bryant & Hamill LLC403,371$19.08M0.3%N/A0.091%
11/8/2024 Avior Wealth Management LLC10,350$489K0.0%+2,857.1%0.002%
11/8/2024 PNC Financial Services Group Inc.60,805$2.88M0.0%+1.7%0.014%
11/8/2024 LGT Capital Partners LTD.534,000$25.27M0.9%+11.5%0.120%
11/7/2024 Bruni J V & Co. Co.379,540$17.95M2.0%-1.5%0.085%
11/7/2024 Pathstone Holdings LLC29,166$1.38M0.0%+1.0%0.007%
11/7/2024 MAI Capital Management172,252$8.15M0.1%-0.2%0.039%
11/7/2024 Gilbert & Cook Inc.4,986$236K0.0%-7.6%0.001%
11/6/2024 Sather Financial Group Inc497,082$23.51M1.5%+1.5%0.112%
11/6/2024 Schneider Downs Wealth Management Advisors LP8,328$394K0.1%-2.6%0.002%
11/6/2024 Natixis Advisors LLC589,572$27.88M0.1%+58.1%0.133%
11/6/2024 Check Capital Management Inc. CA52,536$2.48M0.1%-1.8%0.012%
11/6/2024 CIBC Asset Management Inc3,953,496$188.06M0.6%+10.3%0.890%
11/6/2024 Nicola Wealth Management LTD.268,358$12.69M1.2%-4.0%0.060%
11/6/2024 Metis Global Partners LLC10,897$515K0.0%-5.6%0.002%
11/6/2024 Plato Investment Management Ltd3,789$179K0.0%N/A0.001%
11/6/2024 Kovack Advisors Inc.7,046$333K0.0%N/A0.002%
11/6/2024 Oppenheimer & Co. Inc.4,624$219K0.0%N/A0.001%
11/5/2024 Aigen Investment Management LP28,255$1.34M0.3%-32.3%0.006%
11/5/2024 New South Capital Management Inc.90,576$4.28M0.2%-6.9%0.020%
11/5/2024 Entropy Technologies LP8,782$415K0.0%N/A0.002%
11/5/2024 Apollon Wealth Management LLC17,228$815K0.0%+3.5%0.004%
11/4/2024 Laffer Tengler Investments Inc.119,005$5.63M1.1%+1.4%0.027%
11/4/2024 Venturi Wealth Management LLC5,841$276K0.0%+45.6%0.001%
11/4/2024 Crossmark Global Holdings Inc.20,444$967K0.0%-30.6%0.005%
11/4/2024 Round Rock Advisors LLC5,153$244K0.1%N/A0.001%
11/1/2024 Atria Investments Inc14,028$663K0.0%-5.0%0.003%
11/1/2024 Bridges Investment Management Inc.7,879$373K0.0%N/A0.002%
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11/1/2024 Leavell Investment Management Inc.10,516$497K0.0%-4.6%0.002%
11/1/2024 Fiera Capital Corp69,358$3.28M0.0%+75.7%0.016%
11/1/2024 Gold Investment Management Ltd.41,670$1.97M0.8%-15.5%0.009%
10/31/2024 Confluence Investment Management LLC88,872$4.20M0.1%-1.1%0.020%
10/31/2024 Hara Capital LLC564$27K0.0%N/A0.000%
10/31/2024 Mcdonald Capital Investors Inc. CA392,566$18.56M1.1%-3.6%0.088%
10/31/2024 Principal Financial Group Inc.8,867,458$419.40M0.2%+0.3%1.998%
10/31/2024 Malaga Cove Capital LLC9,735$460K0.2%-6.7%0.002%
10/30/2024 Harvest Portfolios Group Inc.56,633$2.68M0.1%-8.7%0.013%
10/30/2024 Radnor Capital Management LLC9,083$430K0.1%N/A0.002%
(Data available from 1/1/2016 forward)

BAM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAM shares?

During the previous two years, 487 institutional investors and hedge funds held shares of Brookfield Asset Management. The most heavily invested institutionals were Partners Value Investments L.P. ($1.24B), Capital World Investors ($1.03B), Brookfield Corp ON ($998.88M), FMR LLC ($907.80M), Capital International Investors ($596.58M), TD Asset Management Inc ($515.82M), and Mackenzie Financial Corp ($514.87M).Learn more on BAM's institutional investors.

What percentage of Brookfield Asset Management stock is owned by institutional investors?

68.41% of Brookfield Asset Management stock is owned by institutional investors. Learn more on BAM's institutional investor holdings.

Which institutional investors have been buying Brookfield Asset Management stock?

Of the 357 institutional investors that purchased Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($12.26M), Capital International Investors ($7.33M), Norges Bank ($5.96M), TD Asset Management Inc ($5.20M), FIL Ltd ($4.96M), Capital World Investors ($4.87M), and Mackenzie Financial Corp ($4.72M).

How much institutional buying is happening at Brookfield Asset Management?

Institutional investors have bought a total of 93,389,971 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

Which Brookfield Asset Management major shareholders have been selling company stock?

Of the 296 institutional investors that sold Brookfield Asset Management stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($50.05M), Principal Financial Group Inc. ($37.85M), TD Asset Management Inc ($22.70M), Jarislowsky Fraser Ltd ($20.18M), The Manufacturers Life Insurance Company ($19.25M), Bank of Nova Scotia ($15.18M), and CIBC Asset Management Inc ($14.65M).

How much institutional selling is happening at Brookfield Asset Management?

Institutional investors have sold a total of 354,718,999 shares in the last 24 months. This volume of shares sold represents approximately $10.75B in transactions.



This page (NYSE:BAM) was last updated on 11/23/2024 by MarketBeat.com Staff
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