Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
04/30/2024 | RETIREMENT GROUP, LLC | 25,871 | $1.09 M | 2.02% | 0.01% |
05/02/2024 | WULFF, HANSEN & CO. | 8,892 | $373,642 | -8.13% | 0.00% |
05/17/2024 | LUMMIS ASSET MANAGEMENT, LP | 797 | $33,490 | 0.00% | 0.00% |
05/03/2024 | HUNTINGTON NATIONAL BANK | 2 | $86 | 0.00% | 0.00% |
A. During the previous two years, 209 institutional investors and hedge funds held shares of Brookfield Asset Management Inc.. The most heavily invested institutionals were:
Retirement Group, LLC: 25,871
WULFF, HANSEN & CO.: 8,892
Lummis Asset Management, LP: 797
HUNTINGTON NATIONAL BANK: 2
BOENNING & SCATTERGOOD, INC.: 53,612
Red Cedar Capital, LLC: 16,406
A. 0.01% of Brookfield Asset Management Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 55.14 M shares in the last 24 months. This purchase volume represents approximately $2.10 B in transactions.