Filing Research | BLACK STONE MINERALS L P Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	William Marsh Rice University	Shares	5.7MSH	$79.1M
2	PENN DAVIS MCFARLAND INC	Shares	2.0MSH	$27.4M
3	Forum Financial Management, LP	Shares	300.0KSH	$4.2M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	194.5KSH	$2.7M
5	Mraz, Amerine & Associates, Inc.	Shares	131.0KSH	$1.8M
6	Rare Wolf Capital LLC	Shares	116.9KSH	$1.6M
7	HOWARD FINANCIAL SERVICES, LTD.	Shares	92.4KSH	$1.3M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	83.5KSH	$1.2M
9	DOLIVER ADVISORS, LP	Shares	59.8KSH	$835.8K
10	Redhawk Wealth Advisors, Inc.	Shares	34.3KSH	$478.9K
11	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	33.0KSH	$461.0K
12	JFS WEALTH ADVISORS, LLC	Shares	32.7KSH	$457.5K
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	32.7KSH	$457.5K
14	Avidian Wealth Enterprises, LLC	Shares	32.0KSH	$447.0K
15	FLAGSHIP HARBOR ADVISORS, LLC	Shares	21.5KSH	$300.6K
16	MOODY NATIONAL BANK TRUST DIVISION	Shares	20.7KSH	$289.7K
17	Cypress Wealth Services, LLC	Shares	19.7KSH	$274.7K
18	Colonial River Investments, LLC	Shares	17.7KSH	$247.1K
19	BCS Wealth Management	Shares	17.6KSH	$246.1K
20	CULLEN INVESTMENT GROUP, LTD.	Shares	17.1KSH	$238.6K
21	Diversified Trust Co	Shares	16.8KSH	$234.5K
22	Nicholson Meyer Capital Management, Inc.	Shares	13.1KSH	$183.6K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$172.8K
24	Guardian Wealth Management, Inc.	Shares	11.8KSH	$164.5K
25	Baker Ellis Asset Management LLC	Shares	11.0KSH	$153.7K
26	SPWM Advisors LLC	Shares	10.0KSH	$143.5K
27	WMG Financial Advisors, LLC	Shares	10.3KSH	$143.2K
28	Arlington Trust Co LLC	Shares	6.3KSH	$87.3K
29	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	4.0KSH	$55.9K
30	Farther Finance Advisors, LLC	Shares	2.1KSH	$29.7K
31	Bogart Wealth, LLC	Shares	1.6KSH	$22.7K
32	Financial Management Professionals, Inc.	Shares	1.5KSH	$21.6K
33	LANARK FINANCIAL, INC.	Shares	1.5KSH	$21.3K
34	Aventura Private Wealth, LLC	Shares	1.0KSH	$14.0K
35	Hilltop National Bank	Shares	1.0KSH	$14.0K
36	WOLFF WIESE MAGANA LLC	Shares	1.0KSH	$14.0K
37	HHM Wealth Advisors, LLC	Shares	330SH	$4.6K
38	Triumph Capital Management	Shares	100SH	$1.4K
39	CoreCap Advisors, LLC	Shares	60SH	$838
40	Ulland Investment Advisors, LLC	Shares	23.7KSH	$331

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Redhawk Wealth Advisors, Inc. added	Shares	+17.4K	+$223.5K	$478.9K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.5K	+$172.8K	$172.8K
3	SPWM Advisors LLC new	Shares	+10.0K	+$143.5K	$143.5K
4	DOLIVER ADVISORS, LP added	Shares	+13.9K	+$142.1K	$835.8K
5	Ulland Investment Advisors, LLC added	Shares	+3.7K	+$29	$331
6	CoreCap Advisors, LLC unchanged	Shares	0	-$69	$838
7	Triumph Capital Management unchanged	Shares	0	-$115	$1.4K
8	HHM Wealth Advisors, LLC unchanged	Shares	0	-$379	$4.6K
9	Aventura Private Wealth, LLC unchanged	Shares	0	-$1.1K	$14.0K
10	Hilltop National Bank unchanged	Shares	0	-$1.1K	$14.0K
11	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$1.1K	$14.0K
12	Financial Management Professionals, Inc. added	Shares	+33	-$1.3K	$21.6K
13	LANARK FINANCIAL, INC. added	Shares	+11	-$1.6K	$21.3K
14	Bogart Wealth, LLC unchanged	Shares	0	-$1.9K	$22.7K
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+6.2K	-$2.8K	$1.2M
16	Abound Wealth Management exited	Shares	-270	-$4.1K	$0
17	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. unchanged	Shares	0	-$4.6K	$55.9K
18	Farther Finance Advisors, LLC trimmed	Shares	-250	-$5.2K	$29.7K
19	Golden State Wealth Management, LLC exited	Shares	-515	-$7.8K	$0
20	Arlington Trust Co LLC unchanged	Shares	0	-$8.4K	$87.3K
21	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$8.8K	$457.5K
22	Baker Ellis Asset Management LLC unchanged	Shares	0	-$12.7K	$153.7K
23	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+745	-$13.5K	$300.6K
24	CULLEN INVESTMENT GROUP, LTD. added	Shares	+362	-$14.2K	$238.6K
25	Nicholson Meyer Capital Management, Inc. unchanged	Shares	0	-$15.1K	$183.6K
26	Sound Income Strategies, LLC exited	Shares	-1.3K	-$19.1K	$0
27	Diversified Trust Co unchanged	Shares	0	-$19.3K	$234.5K
28	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+161	-$21.4K	$289.7K
29	Cypress Wealth Services, LLC unchanged	Shares	0	-$22.6K	$274.7K
30	Guardian Wealth Management, Inc. trimmed	Shares	-629	-$23.1K	$164.5K
31	Colonial River Investments, LLC trimmed	Shares	-210	-$23.5K	$247.1K
32	BCS Wealth Management trimmed	Shares	-683	-$30.6K	$246.1K
33	Avidian Wealth Enterprises, LLC unchanged	Shares	0	-$36.8K	$447.0K
34	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$37.7K	$457.5K
35	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+185	-$103.5K	$1.3M
36	WMG Financial Advisors, LLC trimmed	Shares	-6.5K	-$110.1K	$143.2K
37	SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed	Shares	-5.0K	-$113.5K	$461.0K
38	SteelPeak Wealth, LLC exited	Shares	-11.0K	-$165.8K	$0
39	Mraz, Amerine & Associates, Inc. trimmed	Shares	-2.7K	-$191.1K	$1.8M
40	Rare Wolf Capital LLC trimmed	Shares	-6.0K	-$224.9K	$1.6M
41	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-3.5K	-$276.4K	$2.7M
42	Forum Financial Management, LP unchanged	Shares	0	-$345.0K	$4.2M
43	PENN DAVIS MCFARLAND INC trimmed	Shares	-1.5K	-$2.3M	$27.4M
44	William Marsh Rice University unchanged	Shares	0	-$6.5M	$79.1M