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 0.18% 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 | 59.12% | 12.79% | 28.09% |
| Industry | Oil & Gas Exploration & Production Stocks | 64.97% | 14.78% | 20.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| William marsh rice university | 5.66M | 2.69% | $88.75M |
| Morgan stanley | 4.38M | 2.08% | $68.59M |
| Bank of america corp /de/ | 2.38M | 1.13% | $37.26M |
| Natixis | 1.86M | 0.89% | $29.22M |
| Penn davis mcfarland | 1.36M | 0.64% | $21.25M |
| Investment management associates inc /adv | 1.23M | 0.58% | $19.30M |
| Brown advisory | 964.75K | 0.46% | $15.12M |
| Mudita advisors llp | 760.88K | 0.36% | $11.92M |
| Ing groep nv | 616.60K | 0.29% | $9.66M |
| Nomura | 555.00K | 0.26% | $8.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| William marsh rice university | 5.66M | 99.34% | $88.75M |
| Investment management associates inc /adv | 1.23M | 6.62% | $19.30M |
| Epacria capital partners | 548.70K | 6.30% | $8.60M |
| Mudita advisors llp | 760.88K | 6.11% | $11.92M |
| Gruss | 60.61K | 5.15% | $949.77K |
| Kempner capital management | 498.62K | 4.14% | $7.81M |
| Concorde financial | 386.42K | 3.98% | $6.06M |
| Penn davis mcfarland | 1.36M | 3.28% | $21.25M |
| Clarus group | 335.00K | 2.32% | $5.25M |
| Lb partners | 119.00K | 1.55% | $1.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 2.38M | 0.00% | 1.83M |
| Citigroup | 460.45K | 0.00% | 448.45K |
| Nomura | 555.00K | 0.02% | 201.90K |
| Jane street group | 142.53K | 0.00% | 142.53K |
| Hrt financial lp | 131.18K | 0.01% | 131.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 4.38M | 0.01% | -296.70K |
| Orchard capital management | - | - | -191.16K |
| Cibc private wealth group | 223.99K | 0.01% | -184.70K |
| Citadel advisors | 13.58K | - | -141.27K |
| Macquarie group | - | - | -124.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gratus capital | 105.48K | 0.07% | 105.48K | $1.65M |
| Axxcess wealth management | 17.86K | 0.01% | 17.86K | $279.94K |
| Redhawk wealth advisors | 14.54K | 0.03% | 14.54K | $227.84K |
| Choreo | 12.97K | 0.00% | 12.97K | $205.00K |
| Regions financial | 12.20K | 0.00% | 12.20K | $191.17K |
Sold Out
| Holder | Change |
|---|---|
| Spire wealth management | -80.00 |
| Impact partnership wealth | -118.00 |
| Perritt capital management | -138.00 |
| Stone house investment management | -142.00 |
| Bnp paribas arbitrage, snc | -175.00 |
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 | 186 | -1.06% | 31,440,976 | 6.34% | 14 | 7.53% | 82 | 12.33% | 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 | 372.24K | 0.18% | - |
| Spirit of America Energy A | 318.00K | 0.15% | -21.00K |
| Orchard Small Cap Value ESG | 177.16K | 0.08% | 172.47K |
| Orchard US Small Cap Value USD Instl 1 | 177.16K | 0.08% | - |
| GraniteShares HIPS US High Income ETF | 147.47K | 0.07% | - |
| Concorde Wealth Management | 100.34K | 0.05% | 31.67K |
| Invesco Zacks Multi-Asset Income ETF | 88.95K | 0.04% | - |
| Nikko Index Mother MLP | 68.00K | 0.03% | - |
| LoCorr Spectrum Income I | 63.57K | 0.03% | - |
| ALPS/CorCmdty Mgmt CmpltCmdty Strat I | 53.37K | 0.03% | - |
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 Q3 | 1 | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 9 | - |
| 2023 Q3 | - | - |
BSM Ownership FAQ
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