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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.7K+ 33.64% |
$58.5K - $67.9K
|
14.7K
$195K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$203K - $236K
|
13K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
15.5KNew |
$243K - $282K
|
15.5K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.54K+ 9.14% |
$24.1K - $28K
|
18.4K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
3.73K+ 13.57% |
$58.2K - $67.7K
|
31.2K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
10.3KNew |
$161K - $187K
|
10.3K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$196K - $228K
|
12.6K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Mayo Clinic
Rochester, MN |
SELL
|
- |
-477K- 74.19% |
$7.45M - $8.66M
|
166K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
600New |
$9.36K - $10.9K
|
600
$7.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-40.5K- 63.4% |
$632K - $735K
|
23.4K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
500New |
$7.8K - $9.07K
|
500
$6.64K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-10K- 9.09% |
$156K - $181K
|
100K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.5K- 4.07% |
$54.6K - $63.5K
|
82.5K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
101KNew |
$1.57M - $1.83M
|
101K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1K- 50.0% |
$15.6K - $18.1K
|
1K
$13.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
102+ 2.76% |
$1.59K - $1.85K
|
3.79K
$50.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.67KNew |
$104K - $121K
|
6.67K
$88.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$7.8K - $9.07K
|
500
$6.64K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$3.71K - $4.23K
|
250
$3.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-1.7K- 0.77% |
$25.2K - $28.8K
|
220K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-54.1K- 57.62% |
$801K - $915K
|
39.8K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
SELL
|
- |
-29.6K- 5.81% |
$439K - $501K
|
480K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.78K- 26.46% |
$100K - $115K
|
18.8K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-10.4K- 46.05% |
$154K - $176K
|
12.2K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.1K+ 18.58% |
$31.1K - $35.5K
|
13.4K
$178K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 7.69% |
$22.2K - $25.4K
|
18K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.13K- 1.6% |
$31.6K - $36K
|
131K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 2.91% |
$474 - $541
|
1.13K
$15K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
450+ 300.0% |
$6.67K - $7.61K
|
600
$7.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$5.93K - $6.77K
|
400
$5.31K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
500New |
$7.41K - $8.46K
|
500
$6.64K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$1.48K - $1.69K
|
100
$1.33K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19.4KNew |
$287K - $327K
|
19.4K
$257K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
61New |
$904 - $1.03K
|
61
$809
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.53KClosed |
$21.4K - $26K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.1KNew |
$630K - $766K
|
45.1K
$598K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$4.2K - $5.1K
|
300
$3.98K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.85KNew |
$39.9K - $48.5K
|
2.85K
$37.8K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-17.6K- 91.36% |
$246K - $299K
|
1.66K
$22.1K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.01K- 21.48% |
$42.1K - $51.2K
|
11K
$146K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30K+ 6.51% |
$420K - $510K
|
491K
$6.51M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5K- 10.18% |
$70K - $85.1K
|
44.1K
$585K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.62K+ 15.13% |
$50.7K - $61.6K
|
27.6K
$366K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
90.7KNew |
$1.27M - $1.54M
|
90.7K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-35K- 41.18% |
$490K - $595K
|
50K
$664K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$13.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
188New |
$2.63K - $3.2K
|
188
$2.49K
|
|
|
Apr 19, 2023
Q1 2023
|
William Marsh Rice University
|
SELL
|
- |
-1.6M- 22.06% |
$22.4M - $27.3M
|
5.66M
$75.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 282.86% |
$1.39K - $1.68K
|
134
$1.78K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$14K - $17K
|
1K
$13.3K
|
|