Purchases and Sales Made in Q4 2023 in Black Stone Minerals, L.P. (BSM)
This table provides information about the institutional ownership of Black Stone Minerals, L.P. (BSM) during Q4 2023. The information is specifically focused on institutions that hold shares of Black Stone Minerals, L.P..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-800- 6.99% |
$12.6K - $14.7K
|
10.7K
$157K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-836- 0.6% |
$13.2K - $15.3K
|
139K
$2.05M
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 7.14% |
$15.8K - $18.4K
|
13K
$192K
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.04K- 13.93% |
$16.4K - $19K
|
6.41K
$94.6K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 5.4% |
$16.4K - $19.1K
|
18.2K
$269K
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.87K- 9.59% |
$29.6K - $34.4K
|
17.7K
$261K
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.87K- 9.59% |
$29.6K - $34.4K
|
17.7K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.88K- 98.33% |
$29.8K - $34.6K
|
32
$473
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.04K- 5.72% |
$32.2K - $37.4K
|
33.6K
$496K
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.87K- 2.15% |
$45.4K - $52.7K
|
131K
$1.93M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 8.13% |
$48.9K - $56.8K
|
35K
$516K
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.17K- 10.35% |
$50.1K - $58.2K
|
27.5K
$406K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4K- 4.53% |
$63.2K - $73.4K
|
84.3K
$1.25M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.24K- 24.54% |
$66.9K - $77.8K
|
13K
$192K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.59K- 93.86% |
$72.5K - $84.2K
|
300
$4.43K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.9K- 6.22% |
$109K - $127K
|
104K
$1.54M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.04K- 1.71% |
$127K - $148K
|
463K
$6.84M
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-8.6K- 14.85% |
$136K - $158K
|
49.3K
$728K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.77K- 11.5% |
$138K - $161K
|
67.4K
$996K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-10.6K- 2.87% |
$168K - $195K
|
360K
$5.32M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.9K- 20.21% |
$220K - $256K
|
55K
$812K
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-15K- 3.17% |
$237K - $275K
|
458K
$6.77M
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-16.8K- 30.69% |
$265K - $308K
|
37.9K
$560K
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-16.9K- 54.6% |
$267K - $310K
|
14K
$207K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.2K- 68.2% |
$287K - $333K
|
8.47K
$125K
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-19.9K- 1.33% |
$315K - $366K
|
1.48M
$21.8M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.8K- 21.75% |
$344K - $400K
|
78.4K
$1.16M
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 41.07% |
$346K - $402K
|
31.4K
$464K
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 41.07% |
$346K - $402K
|
31.4K
$464K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 26.55% |
$347K - $403K
|
60.7K
$897K
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-24K- 37.67% |
$380K - $441K
|
39.8K
$588K
|
|
Feb 13, 2024
Q4 2023
|
Mudita Advisors LLP
London, X0 |
SELL
|
- |
-26.2K- 3.33% |
$414K - $481K
|
761K
$11.2M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-29.1K- 67.36% |
$460K - $534K
|
14.1K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.4K- 19.05% |
$685K - $796K
|
184K
$2.72M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50K- 24.58% |
$791K - $919K
|
154K
$2.27M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67K- 1.57% |
$1.06M - $1.23M
|
4.19M
$61.8M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150K- 31.08% |
$2.37M - $2.75M
|
333K
$4.91M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-155K- 47.08% |
$2.44M - $2.84M
|
174K
$2.57M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 4.37% |
$3.02M - $3.51M
|
4.19M
$61.8M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-210K- 93.73% |
$3.31M - $3.85M
|
14K
$207K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-589K- 54.7% |
$9.3M - $10.8M
|
488K
$7.2M
|