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Brookfield Asset Management Ltd.

BAM
交易所
NYSE
產業
Investment Advice
SEC CIK
0001937926

近 90 天，Brookfield Asset Management Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 629 家機構在 13F 申報持有，市值合計 $670.5 億；大師中只有馬克爾集團持有。

2024 年第 3 季與 2024 年第 2 季比較

持有 Brookfield Asset Management Ltd. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

BAM 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數5298551+30
股數2.97 億34.0 萬2.95 億−182.8 萬 (−0.6%)
市值$113.1 億$1,295 萬$139.6 億+$26.6 億 (+23.6%)

8 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（77 家）

2024 年第 3 季季末持有 Brookfield Asset Management Ltd.、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 BAM 的機構
機構股數市值佔組合 %
MUFG Securities EMEA plc500,000$3,197 萬1.31%
Segall Bryant & Hamill, LLC403,371$1,908 萬0.26%
Sequoia Financial Advisors, LLC300,608$1,422 萬0.15%
SG Americas Securities, LLC92,180$435.9 萬0.02%
BlackRock, Inc.83,414$394.5 萬0.00%
Waratah Capital Advisors Ltd.81,175$383.8 萬0.23%
Teacher Retirement System of Texas79,000$373.6 萬0.02%
Perigon Wealth Management, LLC42,776$202.3 萬0.05%
Nebula Research & Development LLC36,241$171.4 萬0.20%
Public Employees Retirement System of Ohio34,521$163.4 萬0.01%
Balyasny Asset Management LLC28,717$135.8 萬0.00%
K2 Principal Fund, L.P.17,096$109.3 萬0.18%
Taylor Hoffman Capital Management LLC11,907$63.2 萬0.24%
Andra AP-fonden9,749$62.3 萬0.01%
Benjamin Edwards Inc12,720$60.2 萬0.01%
Carnegie Lake Advisors LLC12,301$58.2 萬0.23%
Sterling Capital Management LLC12,280$58.1 萬0.01%
Radnor Capital Management, LLC9,083$43.0 萬0.06%
NewEdge Wealth, LLC8,887$42.0 萬0.01%
Entropy Technologies, LP8,782$41.5 萬0.04%
Verition Fund Management LLC8,271$39.1 萬0.00%
Bridges Investment Management Inc7,879$37.3 萬0.01%
Kovack Advisors, Inc.7,046$33.3 萬0.04%
Atomi Financial Group, Inc.6,132$29.0 萬0.02%
Greenland Capital Management LP5,513$26.1 萬0.05%
IHT Wealth Management, LLC5,355$25.6 萬0.01%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.5,327$25.2 萬0.04%
Hancock Whitney Corp5,319$25.2 萬0.01%
Compass Ion Advisors, LLC5,304$25.1 萬0.03%
Round Rock Advisors, LLC5,153$24.4 萬0.06%
Silvercrest Asset Management Group LLC5,147$24.3 萬0.00%
Parsons Capital Management Inc5,122$24.2 萬0.02%
Schonfeld Strategic Advisors LLC5,102$24.1 萬0.00%
Heritage Investors Management Corp4,948$23.4 萬0.01%
Transcend Wealth Collective, LLC4,932$23.3 萬0.02%
International Assets Investment Management, LLC11,019$23.3 萬0.00%
Ritholtz Wealth Management4,900$23.2 萬0.01%
Kestra Private Wealth Services, LLC4,688$22.2 萬0.00%
Oppenheimer & Co Inc4,624$21.9 萬0.00%
Schubert & Co4,577$21.6 萬0.15%
Regions Financial Corp4,561$21.6 萬0.00%
HRT Financial LP4,546$21.4 萬0.00%
Engineers Gate Manager LP4,494$21.2 萬0.00%
Hilltop Holdings Inc.4,488$21.2 萬0.01%
Bryn Mawr Trust Co4,414$20.9 萬0.00%
SageView Advisory Group, LLC4,352$20.6 萬0.01%
Stratos Wealth Partners, LTD.4,351$20.6 萬0.00%
Allie Family Office LLC4,302$20.3 萬0.11%
Mercer Global Advisors Inc4,259$20.3 萬0.00%
Wealthspire Advisors, LLC4,255$20.1 萬0.00%
Plato Investment Management Ltd3,789$17.9 萬0.01%
Morse Asset Management, Inc3,713$17.6 萬0.04%
Picton Mahoney Asset Management2,500$11.8 萬0.00%
Icon Wealth Advisors, LLC2,128$10.1 萬0.01%
Shell Asset Management Co926$4.40 萬0.00%
Alta Advisers Ltd915$4.33 萬0.02%
CoreCap Advisors, LLC566$2.68 萬0.00%
Hara Capital LLC564$2.67 萬0.02%
Planned Solutions, Inc.300$1.42 萬0.01%
Reston Wealth Management LLC276$1.31 萬0.00%
Oarsman Capital, Inc.245$1.16 萬0.00%
Legacy Investment Solutions, LLC190$1.08 萬0.01%
Legacy Wealth Managment, LLC190$1.08 萬0.01%
GeoWealth Management, LLC204$9,6480.00%
FSA Wealth Management LLC196$9,2690.00%
Truvestments Capital LLC86$4,0670.00%
Darwin Advisors, LLC79$3,7360.00%
Lowe Wealth Advisors, LLC78$3,6890.00%
Planning Capital Management Corp72$3,3950.00%
Grove Bank & Trust67$3,1680.00%
Carolina Wealth Advisors, LLC47$2,2230.00%
Golden State Equity Partners47$2,2220.00%
Johnson Financial Group, Inc.28$1,3260.00%
Concord Wealth Partners22$1,0400.00%
Hexagon Capital Partners LLC12$5670.00%
Jaffetilchin Investment Partners, LLC1$480.00%
Penserra Capital Management LLC18$00.00%

清倉機構（47 家）

2024 年第 2 季季末持有 Brookfield Asset Management Ltd.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 BAM 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Partners Group Holding AG137,692$523.9 萬
Cidel Asset Management Inc94,092$358.1 萬
D. E. Shaw & Co., Inc.77,715$295.7 萬
Jupiter Asset Management Ltd73,036$278.0 萬
Grantham, Mayo, Van Otterloo & Co. LLC67,201$255.7 萬
Quadrature Capital Ltd51,700$196.6 萬
Mutual of America Capital Management LLC45,658$173.7 萬
APG Asset Management N.V.44,383$157.6 萬
Qube Research & Technologies Ltd39,517$150.4 萬
SIG North Trading, ULC34,020$129.4 萬
Hi-Line Capital Management, LLC31,620$120.3 萬
Oppenheimer Asset Management Inc.27,921$106.2 萬
Mirabella Financial Services LLP20,720$78.8 萬
Arrowstreet Capital, Limited Partnership20,384$77.6 萬
Bridgefront Capital, LLC14,285$54.4 萬
Bray Capital Advisors10,330$39.3 萬
Qsemble Capital Management, LP8,941$34.0 萬
Centiva Capital, LP8,138$31.0 萬
AlphaMark Advisors, LLC7,931$30.2 萬
CSS LLC7,230$27.5 萬
Walleye Trading LLC6,554$24.9 萬
Torno Capital, LLC6,000$22.8 萬
Wolverine Trading, LLC5,925$22.5 萬
Diversify Advisory Services, LLC5,706$21.6 萬
Squarepoint Ops LLC5,664$21.6 萬
Jarislowsky, Fraser Ltd5,476$20.8 萬
Teachers Retirement System of the State of Kentucky5,269$20.1 萬
Equitec Proprietary Markets, LLC3,637$13.8 萬
VisionPoint Advisory Group, LLC3,004$11.4 萬
Grayhawk Investment Strategies Inc.702$3.66 萬
Leonteq Securities AG943$3.59 萬
Beach Investment Counsel Inc400$1.50 萬
Crewe Advisors LLC251$9,551
Family Firm, Inc.218$8,295
Dixon Mitchell Investment Counsel Inc.61$2,322
Cetera Trust Company, N.A52$1,979
Baldwin Brothers Inc51$1,941
Castleview Partners, LLC51$1,941
Maryland Capital Advisors Inc.46$1,751
Kelly Financial Services LLC45$1,702
MCF Advisors LLC28$1,066
Register Financial Advisors LLC15$589
Great Lakes Retirement, Inc.14$533
WealthCollab, LLC9$343
Laurel Wealth Advisors LLC4$153
Atlantic Edge Private Wealth Management, LLC3$115
Gradient Investments LLC3$114

尚未申報 2024 年第 3 季的機構（8 家）

2024 年第 2 季季末持有 Brookfield Asset Management Ltd.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 BAM、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Karpas Strategies, LLC264,538$1,007 萬
BlackRock Inc.55,668$211.8 萬
Taylor Hoffman Wealth Management11,972$44.9 萬
Benjamin F. Edwards & Company, Inc.8,133$31.0 萬
Emfo, LLC75$2,854
Spotlight Asset Group, Inc.43$1,636
JJJ Advisors Inc.38$1,446
ICA Group Wealth Management, LLC27$1,027