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 |
---|---|---|---|---|---|---|---|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.24K+ 279.5% |
$35.3K - $41.1K
|
3.04K
$42.8K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 6.11% |
$34.8K - $40.4K
|
38.2K
$538K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 7.73% |
$34K - $39.5K
|
30K
$422K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2KNew |
$31.6K - $36.7K
|
2K
$28.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.86K+ 21.62% |
$29.4K - $34.2K
|
10.5K
$147K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.59K+ 2.7% |
$25.1K - $29.2K
|
60.6K
$854K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.58K+ 9.39% |
$25K - $29.1K
|
18.5K
$260K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.28KNew |
$20.2K - $23.4K
|
1.28K
$18K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 10.08% |
$19K - $22K
|
13.1K
$185K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 4.66% |
$15.8K - $18.4K
|
22.5K
$316K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1K+ 200.0% |
$15.8K - $18.4K
|
1.5K
$21.1K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
935+ 8.26% |
$14.8K - $17.2K
|
12.3K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
921+ 7.51% |
$14.6K - $16.9K
|
13.2K
$186K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
837+ 0.23% |
$13.2K - $15.4K
|
363K
$5.11M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
792+ 7.3% |
$12.5K - $14.5K
|
11.6K
$164K
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
670+ 2.69% |
$10.6K - $12.3K
|
25.6K
$360K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
500New |
$7.9K - $9.18K
|
500
$7.05K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
471+ 2.72% |
$7.44K - $8.65K
|
17.8K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
400+ 0.12% |
$6.32K - $7.34K
|
335K
$4.72M
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
346+ 2.69% |
$5.47K - $6.35K
|
13.2K
$186K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
300New |
$4.74K - $5.51K
|
300
$4.23K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
293+ 1.78% |
$4.63K - $5.38K
|
16.8K
$237K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 0.36% |
$3.16K - $3.67K
|
55.4K
$780K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 11.11% |
$3.16K - $3.67K
|
2K
$28.2K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190+ 0.3% |
$3K - $3.49K
|
62.6K
$882K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
162+ 9.32% |
$2.56K - $2.97K
|
1.9K
$26.8K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
144+ 1.31% |
$2.28K - $2.64K
|
11.1K
$157K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
143+ 1.16% |
$2.26K - $2.63K
|
12.5K
$176K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
134New |
$2.12K - $2.46K
|
134
$1.89K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
100New |
$1.58K - $1.84K
|
100
$1.41K
|
|
Feb 14, 2024
Q4 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
97+ 0.1% |
$1.53K - $1.78K
|
100K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69+ 0.33% |
$1.09K - $1.27K
|
21K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.18% |
$632 - $734
|
21.7K
$306K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
31+ 4.37% |
$490 - $569
|
741
$10.4K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.74% |
$205 - $239
|
487
$6.86K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 3.15% |
$158 - $184
|
327
$4.61K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 2.82% |
$142 - $165
|
328
$4.62K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.09% |
$47.4 - $55.1
|
3.34K
$47K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 2.74% |
$31.6 - $36.7
|
75
$1.06K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.67% |
$31.6 - $36.7
|
302
$4.26K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-5- 2.65% |
$79 - $91.8
|
184
$2.59K
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-46- 0.05% |
$727 - $845
|
97.2K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-100- 46.08% |
$1.58K - $1.84K
|
117
$1.65K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 13.48% |
$1.58K - $1.84K
|
642
$9.05K
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-121- 0.09% |
$1.91K - $2.22K
|
133K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-242- 0.47% |
$3.82K - $4.44K
|
50.9K
$718K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-314- 0.62% |
$4.96K - $5.77K
|
50.2K
$707K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-625- 0.94% |
$9.88K - $11.5K
|
66K
$930K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-800- 6.99% |
$12.6K - $14.7K
|
10.7K
$150K
|