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BSM - Black Stone Minerals LP Stock Price, Fair Value and News
15.94
USD
-0.01
(-0.06%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold BSM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
AFT, FORSYTH & COMPANY, INC.
ADDED
Premium
Premium
Premium
Premium
13,619
2024-04-30
MACROVIEW INVESTMENT MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Grove Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2024-04-30
Granite Bay Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Autumn Glory Partners, LLC
ADDED
Premium
Premium
Premium
Premium
46,600
2024-04-29
MCDANIEL TERRY & CO
REDUCED
Premium
Premium
Premium
Premium
126,762
2024-04-29
RWA WEALTH PARTNERS, LLC
ADDED
Premium
Premium
Premium
Premium
139,011
2024-04-29
Perigon Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
38,307
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
27,846
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
935
2024-04-25
Bogart Wealth, LLC
NEW
Premium
Premium
Premium
Premium
1,623
2024-04-25
Triumph Capital Management
NEW
Premium
Premium
Premium
Premium
29,636
2024-04-25
Ulland Investment Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
14,700
2024-04-24
BROWN ADVISORY INC
REDUCED
Premium
Premium
Premium
Premium
962,545
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
395,296
2024-04-24
Spire Wealth Management
ADDED
Premium
Premium
Premium
Premium
304
2024-04-24
Newbridge Financial Services Group, Inc.
REDUCED
Premium
Premium
Premium
Premium
2,036
2024-04-24
U S GLOBAL INVESTORS INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Venturi Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
2,600
2024-04-23
Global Retirement Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
6,366
2024-04-23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
UNCHANGED
Premium
Premium
Premium
Premium
15,000
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
451,443
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
81,552
2024-04-22
Bristlecone Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
32,410
2024-04-22
GraniteShares Advisors LLC
ADDED
Premium
Premium
Premium
Premium
106,607
Rows per page:
10
25
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1–25 of 228
Which funds are the top buyers of BSM?
Fund Name
# Shares
$ Value
% Port.
William Marsh Rice University
5,663,480
90,502,300
100.00%
MORGAN STANLEY
4,186,100
66,810,200
0.01%
NATIXIS
1,864,500
29,757,400
0.22%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
1,221,390
19,493,400
7.54%
BROWN ADVISORY INC
962,545
15,381,500
0.02%
Mudita Advisors LLP
760,877
12,143,600
8.43%
EPACRIA CAPITAL PARTNERS, LLC
548,698
8,757,220
7.01%
ING GROEP NV
530,500
8,466,780
0.07%
KEMPNER CAPITAL MANAGEMENT INC.
498,616
7,968,000
4.32%
Fayez Sarofim & Co
490,740
7,842,020
0.02%
Rows per page:
10
1–10 of 91
Which funds have put a big percent of portfolio in BSM?
Fund Name
$ Value
% Port.
William Marsh Rice University
90,502,300
100.00%
DIFESA CAPITAL MANAGEMENT, LP
3,501,820
9.20%
Mudita Advisors LLP
12,143,600
8.43%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
19,493,400
7.54%
Gruss & Co., LLC
967,352
7.49%
EPACRIA CAPITAL PARTNERS, LLC
8,757,220
7.01%
KEMPNER CAPITAL MANAGEMENT INC.
7,968,000
4.32%
Lummis Asset Management, LP
5,386,790
4.12%
Concorde Financial Corp
5,750,620
3.94%
Clarus Group, Inc.
5,353,240
3.75%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold BSM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Mirae Asset Global Investments Co., Ltd.
5,869,150
NOMURA HOLDINGS INC
5,635,480
Lummis Asset Management, LP
5,386,790
LB Partners LLC
2,742,220
Anthracite Investment Company, Inc.
1,725,340
SUSQUEHANNA INTERNATIONAL GROUP, LLP
1,531,270
Marshall Wace North America L.P.
1,431,000
CUSTOM INDEX SYSTEMS, LLC
1,421,990
Additions
Fund Name
% Increased
UBS Group AG
650
State of Wyoming
472
TRUSTCORE FINANCIAL SERVICES, LLC
400
CLEAR STREET MARKETS LLC
334
CITADEL ADVISORS LLC
195
FIRST TRUST ADVISORS LP
54.29
ING GROEP NV
37.86
Beacon Pointe Advisors, LLC
36.12
Reductions
Fund Name
% Reduced
Tower Research Capital LLC (TRC)
-98.33
SIMPLEX TRADING, LLC
-95.72
Blue Trust, Inc.
-68.2
D.A. DAVIDSON & CO.
-67.36
CIBC Private Wealth Group, LLC
-54.7
Clearstead Advisors, LLC
-49.96
Pine Valley Investments Ltd Liability Co
-47.08
Impact Partnership Wealth, LLC
-46.08
Sold off
Fund Name
$ Sold
Ion Asset Management Ltd.
-8,270,400
Mayo Clinic
-2,862,710
U S GLOBAL INVESTORS INC
-798,000
CITIGROUP INC
-675,726
SG Americas Securities, LLC
-492,000
Wealth Alliance Advisory Group, LLC
-308,858
Granite Bay Wealth Management, LLC
-307,000
ORG Partners LLC
-239,496