Black Stone Minerals Ownership | Who Owns Black Stone Minerals?
Black Stone Minerals Ownership Summary
Black Stone Minerals is owned by 14.69% institutional investors, 21.32% insiders, and 63.99% retail investors. William marsh rice university is the largest institutional shareholder, holding 2.69% of BSM shares. Multi-Asset Diversified Income ETF is the top mutual fund, with 0.17% of its assets in Black Stone Minerals shares.
BSM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Black Stone Minerals | 14.69% | 21.32% | 63.99% |
| Sector | Energy Stocks | 58.93% | 12.79% | 28.28% |
| Industry | Oil & Gas Exploration & Production Stocks | 64.98% | 14.78% | 20.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| William marsh rice university | 5.66M | 2.69% | $82.69M |
| Penn davis mcfarland | 1.60M | 0.76% | $23.38M |
| Kempner capital management | 498.62K | 0.24% | $7.28M |
| Clarus group | 334.00K | 0.16% | $4.88M |
| Howard financial services | 91.47K | 0.04% | $1.34M |
| Savant capital | 90.74K | 0.04% | $1.32M |
| Sumitomo mitsui trust | 68.00K | 0.03% | $992.80K |
| Custom index systems | 64.01K | 0.03% | $934.59K |
| Clear harbor asset management | 52.03K | 0.02% | $759.67K |
| Bristlecone advisors | 45.55K | 0.02% | $665.04K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| William marsh rice university | 5.66M | 99.27% | $82.69M |
| Kempner capital management | 498.62K | 4.00% | $7.28M |
| Penn davis mcfarland | 1.60M | 2.54% | $23.38M |
| Clarus group | 334.00K | 1.73% | $4.88M |
| Custom index systems | 64.01K | 0.50% | $934.59K |
| Howard financial services | 91.47K | 0.18% | $1.34M |
| Doliver advisors, lp | 30.94K | 0.13% | $451.77K |
| Lb partners | 10.00K | 0.11% | $146.00K |
| F&v capital management | 20.20K | 0.08% | $295.00K |
| Magnolia capital advisors | 10.00K | 0.07% | $146.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Penn davis mcfarland | 1.60M | 2.54% | 245.01K |
| Wealth enhancement advisory services | 33.74K | 0.00% | 13.20K |
| Bristlecone advisors | 45.55K | 0.05% | 13.14K |
| Moody national bank trust division | 18.91K | 0.03% | 4.92K |
| Flagship harbor advisors | 24.38K | 0.02% | 1.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | - | - | -54.56K |
| Redhawk wealth advisors | - | - | -16.00K |
| Ulland investment advisors | - | - | -14.70K |
| Aft, forsyth & company | - | - | -14.29K |
| Longview wealth management | 15.84K | 0.07% | -12.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Exchange traded concepts | 561.00 | 0.00% | 561.00 | $8.19K |
| Sjs investment consulting | 264.00 | 0.00% | 264.00 | $3.85K |
| Skopos labs | 60.00 | 0.00% | 60.00 | $876.00 |
Sold Out
| Holder | Change |
|---|---|
| Nvwm | -113.00 |
| Perkins coie trust | -1.00K |
| Financial advocates investment management | -10.14K |
| Aft, forsyth & company | -14.29K |
| Ulland investment advisors | -14.70K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 182 | -2.67% | 30,953,375 | -1.60% | 14 | 6.59% | 71 | -14.46% | 46 | 17.95% |
| Jun 30, 2024 | 187 | -0.53% | 31,455,137 | 6.39% | 14 | 7.53% | 83 | 13.70% | 39 | -22.00% |
| Mar 31, 2024 | 188 | -7.39% | 29,566,638 | -2.92% | 14 | 6.69% | 73 | -20.65% | 50 | 6.38% |
| Dec 31, 2023 | 203 | 7.98% | 30,455,370 | 3.33% | 14 | 7.36% | 92 | 17.95% | 47 | 11.90% |
| Sep 30, 2023 | 188 | 5.03% | 29,474,071 | -0.02% | 14 | 7.12% | 78 | 2.63% | 42 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Multi-Asset Diversified Income ETF | 356.78K | 0.17% | - |
| Spirit of America Energy A | 269.00K | 0.13% | -33.00K |
| Orchard Small Cap Value ESG | 177.16K | 0.08% | 172.47K |
| Orchard US Small Cap Value USD Instl 1 | 177.16K | 0.08% | - |
| Orchard Select Small Cap Value | 177.16K | 0.08% | 172.47K |
| GraniteShares HIPS US High Income ETF | 169.03K | 0.08% | 10.30K |
| Concorde Wealth Management | 100.34K | 0.05% | - |
| Invesco Zacks Multi-Asset Income ETF | 81.55K | 0.04% | - |
| Nikko Index Mother MLP | 68.00K | 0.03% | - |
| LoCorr Spectrum Income I | 61.02K | 0.03% | -2.54K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 06, 2024 | Carter Thomas L Jr | CEO, President, and Chairman | Buy | $1.41M |
| Aug 26, 2024 | Clark Carrie Pearson | SVP, Chief Commercial Officer | Sell | $274.96K |
| Aug 15, 2024 | DeWalch D Mark | - | Buy | $500.00K |
| Feb 26, 2024 | DeWalch D Mark | - | Buy | $50.28K |
| Dec 08, 2023 | Carter Thomas L Jr | CEO, President, and Chairman | Buy | $33.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 9 | - |
BSM Ownership FAQ
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