Purchases and Sales Made in Q2 2023 in Black Stone Minerals, L.P. (BSM)
This table provides information about the institutional ownership of Black Stone Minerals, L.P. (BSM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
255K+ 23.65% |
$3.77M - $4.31M
|
1.33M
$18.8M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
220K+ 200.0% |
$3.26M - $3.72M
|
330K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Orchard Capital Managment, LLC
Chicago, IL |
BUY
|
- |
177K+ 92.68% |
$2.63M - $3M
|
368K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118K+ 339.2% |
$1.75M - $2M
|
153K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
100KNew |
$1.48M - $1.69M
|
100K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 128.99% |
$1.12M - $1.28M
|
134K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
75.2KNew |
$1.11M - $1.27M
|
75.2K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
63.9KNew |
$948K - $1.08M
|
63.9K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
62.1K+ 8.81% |
$920K - $1.05M
|
767K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
55.4K+ 17.57% |
$821K - $938K
|
371K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
54.7KNew |
$810K - $925K
|
54.7K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.4K+ 21.67% |
$806K - $920K
|
305K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52.3KNew |
$775K - $885K
|
52.3K
$737K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.2K+ 76.71% |
$744K - $849K
|
116K
$1.63M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50.2KNew |
$744K - $849K
|
50.2K
$707K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50.2KNew |
$744K - $849K
|
50.2K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 38.3% |
$599K - $684K
|
146K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.6K+ 148.65% |
$573K - $654K
|
64.6K
$911K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.3K+ 11.24% |
$523K - $597K
|
350K
$4.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 35.04% |
$470K - $537K
|
122K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.6K+ 13.09% |
$335K - $382K
|
195K
$2.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20.4KNew |
$302K - $345K
|
20.4K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19.4KNew |
$287K - $327K
|
19.4K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.2K+ 47.94% |
$226K - $258K
|
47K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.2KNew |
$225K - $256K
|
15.2K
$213K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.2KNew |
$195K - $223K
|
13.2K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12.5KNew |
$186K - $212K
|
12.5K
$176K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$165K - $189K
|
11.2K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 11.69% |
$132K - $151K
|
85K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.65K+ 48.73% |
$128K - $146K
|
26.4K
$372K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
8.5KNew |
$126K - $144K
|
8.5K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
7.13KNew |
$106K - $121K
|
7.13K
$100K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.91KNew |
$87.6K - $100K
|
5.91K
$83.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.17K+ 32.86% |
$76.5K - $87.4K
|
20.9K
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.11KNew |
$75.8K - $86.5K
|
5.11K
$72K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.11K+ 10.09% |
$75.7K - $86.5K
|
55.8K
$786K
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
4.12K+ 15.36% |
$61K - $69.6K
|
30.9K
$436K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4K+ 34.15% |
$59.3K - $67.7K
|
15.7K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.94K+ 19.34% |
$58.3K - $66.6K
|
24.3K
$342K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.71K+ 3.97% |
$55K - $62.8K
|
97.2K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.6K+ 26.71% |
$53.3K - $60.9K
|
17.1K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 7.3% |
$51.9K - $59.2K
|
51.4K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38K+ 80.86% |
$50K - $57.1K
|
7.55K
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Investment Management Associates Inc
|
BUY
|
- |
3.06K+ 0.3% |
$45.4K - $51.8K
|
1.03M
$14.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.92K+ 8.38% |
$43.3K - $49.4K
|
37.8K
$532K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.89K+ 11.23% |
$42.8K - $48.8K
|
28.6K
$403K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 3.98% |
$36.8K - $42.1K
|
64.9K
$914K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.3K+ 1.54% |
$19.3K - $22K
|
86K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.28KNew |
$18.9K - $21.6K
|
1.28K
$18K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 6.02% |
$18.2K - $20.8K
|
21.7K
$305K
|