Brookfield Asset Management shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 26k | 56.94 |
| 2025-06-30 | $1.4M | 26k | 55.28 |
| 2025-03-31 | $1.2M | 26k | 48.45 |
| 2024-12-31 | $1.4M | 26k | 54.19 |
| 2024-09-30 | $1.2M | 26k | 47.29 |
| 2024-06-30 | $980k | 19k | 52.08 |
| 2024-03-31 | $1.1M | 19k | 56.90 |
| 2023-12-31 | $1.0M | 26k | 40.17 |
| 2023-09-30 | $845k | 25k | 33.34 |
| 2023-06-30 | $839k | 19k | 43.24 |
| 2023-03-31 | $836k | 26k | 32.72 |
| 2022-12-31 | $892k | 31k | 28.67 |
More positions owned by Moneta Group Investment Advisors
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