Public ownership evidence

Brookfield Asset Management Ltd. (BAM) Ownership Disclosures

Read BAM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Brookfield Asset Management Ltd.: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
167
Value (USD)
$7,490
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BAM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BAM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29167$7,490None
Cornerstone Financial Management LLC2026-03-312026-08-29153$6,801None
Cornerstone Financial Management LLC2025-12-312026-08-2996$5,029None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,907$237,743None
Advisors Asset Management, Inc.2022-12-312026-08-28811$23,251None
Corient Private Wealth LP2026-06-302026-08-2811,393$510,994None
Corient Private Wealth LP2026-06-302026-08-28319,973$14,368,524None
Advisors Asset Management, Inc.2024-03-312026-08-279,001$378,222None
Advisors Asset Management, Inc.2025-03-312026-08-2710,171$492,785None
Advisors Asset Management, Inc.2023-06-302026-08-275,487$179,041None
Advisors Asset Management, Inc.2023-09-302026-08-277,108$236,981None
Advisors Asset Management, Inc.2023-03-312026-08-272,317$75,812None
Advisors Asset Management, Inc.2025-09-302026-08-2717,118$974,699None
Advisors Asset Management, Inc.2023-12-312026-08-277,320$294,044None
Advisors Asset Management, Inc.2025-06-302026-08-2513,438$742,853None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,349$239,903None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25239,903$5,349,000None
Advisors Asset Management, Inc.2024-09-302026-08-229,838$465,239None
Advisors Asset Management, Inc.2024-06-302026-08-229,875$375,744None
Advisors Asset Management, Inc.2024-12-312026-08-229,857$534,151None
Advisors Asset Management, Inc.2025-12-312026-08-2222,692$1,188,834None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-215,430$243,536None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2025,353$1,137,071None
Liontrust Investment Partners LLP2026-06-302026-08-19235,594$10,566,391None
Ensign Peak Advisors, Inc2026-03-312026-08-1920,069$889,447None
Ensign Peak Advisors, Inc2025-12-312026-08-1922,369$1,173,322None
Ensign Peak Advisors, Inc2025-09-302026-08-1922,369$1,273,268None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19893$40,000None
Corient Private Wealth LP2026-06-302026-08-18331,484$14,866,817None
Empowered Funds, LLC2026-06-302026-08-1848,865$2,191,595None
Empowered Funds, LLC2026-06-302026-08-186,094$273,316None
Empowered Funds, LLC2026-06-302026-08-18416$18,658None
Transamerica Financial Advisors, LLC2026-06-302026-08-18192$8,611None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1812,417$556,902None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18348$15,607None
Proficio Capital Partners LLC2026-06-302026-08-187,148$320,588None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1823,102$1,037,213None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18160,491$7,198,021None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151$45None
EFG International AG2026-06-302026-08-1513,220$592,858None
EFG International AG2026-06-302026-08-151,710$76,694None
EFG International AG2026-06-302026-08-15775$34,759None
AMERIFLEX GROUP, INC.2026-06-302026-08-1510$449None
TORONTO DOMINION BANK2026-06-302026-08-1590,712$4,063,000None
TORONTO DOMINION BANK2026-06-302026-08-152,400$107,552None
TORONTO DOMINION BANK2026-06-302026-08-151,088,147$48,763,314None
TORONTO DOMINION BANK2026-06-302026-08-1515,400$690,123Call
TORONTO DOMINION BANK2026-06-302026-08-155,000$224,066Put
TORONTO DOMINION BANK2026-06-302026-08-15574,278$25,755,193None
TORONTO DOMINION BANK2026-06-302026-08-159,900$443,650None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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