Latest Institutional Transactions on Black Stone Minerals, L.P. (BSM)
This table provides information on the latest institutional transactions involving Black Stone Minerals, L.P. (BSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.53KClosed |
$21.4K - $26K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.8K+ 3556.44% |
$81.1K - $98.6K
|
5.96K
$89.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.1KNew |
$630K - $766K
|
45.1K
$676K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$4.2K - $5.1K
|
300
$4.5K
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-23.9K- 28.24% |
$334K - $406K
|
60.6K
$910K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-17.6K- 91.36% |
$246K - $299K
|
1.66K
$25K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.85KNew |
$39.9K - $48.5K
|
2.85K
$42.8K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.01K- 21.48% |
$42.1K - $51.2K
|
11K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30K+ 6.51% |
$420K - $510K
|
491K
$7.37M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.62K+ 15.13% |
$50.7K - $61.6K
|
27.6K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5K- 10.18% |
$70K - $85.1K
|
44.1K
$662K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
90.7KNew |
$1.27M - $1.54M
|
90.7K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-35K- 41.18% |
$490K - $595K
|
50K
$751K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$15K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
188New |
$2.63K - $3.2K
|
188
$2.82K
|
|
|
Apr 19, 2023
Q1 2023
|
William Marsh Rice University
|
SELL
|
- |
-1.6M- 22.06% |
$22.4M - $27.3M
|
5.66M
$85M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$15K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 282.86% |
$1.39K - $1.68K
|
134
$2.01K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$15K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
733+ 6.0% |
$10.3K - $12.5K
|
12.9K
$194K
|
|
| Q4 2022 | |||||||
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.78KClosed |
$157K - $194K
|
0
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
125New |
$2.01K - $2.48K
|
125
$1.88K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$3.21K - $3.97K
|
200
$3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
250New |
$4.01K - $4.96K
|
250
$3.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Immersion Capital LLP
London, X0 |
BUY
|
- |
199K+ 48.24% |
$3.19M - $3.95M
|
611K
$9.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
461+ 1.44% |
$7.4K - $9.14K
|
32.4K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
383New |
$6.15K - $7.59K
|
383
$5.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
400New |
$6.42K - $7.93K
|
400
$6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-18.4K- 56.21% |
$296K - $366K
|
14.4K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
144KNew |
$2.32M - $2.86M
|
144K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25KNew |
$401K - $496K
|
25K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
400+ 400.0% |
$6.42K - $7.93K
|
500
$7.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
PUT |
-17.3K- 73.0% |
$278K - $343K
|
6.4K
$96.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20KNew |
$321K - $397K
|
20K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10.5K- 95.96% |
$168K - $207K
|
440
$6.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.6KNew |
$283K - $349K
|
17.6K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
173+ 0.91% |
$2.78K - $3.43K
|
19.3K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1K- 4.76% |
$16.1K - $19.8K
|
20K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
CALL |
10New |
$161 - $198
|
10
$150
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.98KNew |
$96K - $119K
|
5.98K
$89.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
26.7K+ 232.15% |
$429K - $530K
|
38.2K
$574K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-44K- 39.29% |
$706K - $873K
|
68K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.6KNew |
$89.9K - $111K
|
5.6K
$84.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
510New |
$8.19K - $10.1K
|
510
$7.66K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$8.03K - $9.92K
|
500
$7.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
62.4KNew |
$1M - $1.24M
|
62.4K
$936K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$8.03K - $9.92K
|
500
$7.51K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
3KNew |
$48.2K - $59.5K
|
3K
$45K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$6.62K - $8.22K
|
500
$7.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 33.33% |
$106 - $131
|
16
$240
|
|