Purchases and Sales Made in Q4 2023 in Dorchester Minerals, L.P. (DMLP)
This table provides information about the institutional ownership of Dorchester Minerals, L.P. (DMLP) during Q4 2023. The information is specifically focused on institutions that hold shares of DORCHESTER MINERALS, L.P..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 7.01% |
$1.18M - $1.37M
|
657K
$21.9M
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$1.08M - $1.26M
|
39.5K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
37K+ 7.47% |
$1.02M - $1.18M
|
532K
$17.7M
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
32K+ 35.96% |
$880K - $1.02M
|
121K
$4.03M
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
28KNew |
$770K - $891K
|
28K
$933K
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
20K+ 100.0% |
$550K - $637K
|
40K
$1.33M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4K+ 99.21% |
$479K - $554K
|
35K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17.3K+ 55.27% |
$476K - $551K
|
48.6K
$1.62M
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10KNew |
$275K - $318K
|
10K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.05K+ 7805.17% |
$249K - $288K
|
9.17K
$306K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.48KNew |
$233K - $270K
|
8.48K
$283K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.25K+ 46.56% |
$227K - $263K
|
26K
$865K
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
7.85KNew |
$216K - $250K
|
7.85K
$261K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.73K+ 535.04% |
$212K - $246K
|
9.17K
$306K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.06KNew |
$194K - $225K
|
7.06K
$235K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.52KNew |
$179K - $207K
|
6.52K
$217K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.36K+ 81.82% |
$175K - $202K
|
14.1K
$471K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.91K+ 63.67% |
$135K - $156K
|
12.6K
$421K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4K+ 42.92% |
$110K - $127K
|
13.3K
$444K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.6K+ 7.04% |
$99.1K - $115K
|
54.8K
$1.83M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.4KNew |
$93.5K - $108K
|
3.4K
$113K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 17.02% |
$89.4K - $103K
|
22.3K
$745K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.84K+ 3.58% |
$78K - $90.3K
|
82K
$2.73M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.35K+ 51.02% |
$37.1K - $42.9K
|
3.99K
$133K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.23K+ 16.02% |
$33.9K - $39.3K
|
8.94K
$298K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.06K+ 0.64% |
$29.2K - $33.7K
|
166K
$5.52M
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
1.05K+ 7.5% |
$28.9K - $33.4K
|
15.1K
$502K
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
913+ 4.21% |
$25.1K - $29.1K
|
22.6K
$754K
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
847+ 2.96% |
$23.3K - $27K
|
29.4K
$981K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
754+ 240.13% |
$20.7K - $24K
|
1.07K
$35.6K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
525+ 7.0% |
$14.4K - $16.7K
|
8.03K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
439+ 1.98% |
$12.1K - $14K
|
22.6K
$754K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
334+ 4.37% |
$9.19K - $10.6K
|
7.97K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
333New |
$9.16K - $10.6K
|
333
$11.1K
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
215+ 3.16% |
$5.91K - $6.84K
|
7.03K
$234K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
207+ 0.88% |
$5.69K - $6.59K
|
23.7K
$790K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 0.14% |
$3.11K - $3.6K
|
80K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 0.44% |
$1.38K - $1.59K
|
11.5K
$382K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
20+ 3.17% |
$550 - $637
|
650
$21.7K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
7+ 0.0% |
$193 - $223
|
302K
$10.1M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$82.5 - $95.5
|
3.63K
$121K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-23- 2.14% |
$633 - $732
|
1.05K
$35.1K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 5.0% |
$1.1K - $1.27K
|
760
$25.3K
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-200- 1.05% |
$5.5K - $6.37K
|
18.9K
$629K
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-296- 0.86% |
$8.14K - $9.42K
|
34.1K
$1.14M
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-300- 0.56% |
$8.25K - $9.55K
|
53K
$1.77M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-665- 12.43% |
$18.3K - $21.2K
|
4.69K
$156K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-670- 78.0% |
$18.4K - $21.3K
|
189
$6.3K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-675- 7.2% |
$18.6K - $21.5K
|
8.7K
$290K
|