HoldingsChannel.com
Funds Holding BSM

On this page, we present all of the funds holding BSM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSM, with a link to that fund's top holdings. The next columns indicate the amount of BSM stock held by each of the funds holding BSM, followed by the BSM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 195 funds holding BSM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by William Marsh Rice University. For more details on the positions held by William Marsh Rice University (or by any of the other funds holding BSM), click the fund name in the "Holder" column of the funds-holding-BSM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
William Marsh Rice University5,663,476$90,502 03/31/2024
     BSM5,663,476$90,502 03/31/2024
Morgan Stanley4,186,105$66,810 12/31/2023
     BSM4,186,105$66,810 12/31/2023
Natixis1,864,500$29,757 12/31/2023
     BSM1,864,500$29,757 12/31/2023
Penn Davis Mcfarland Inc.1,475,557$23,550 12/31/2023
     BSM1,475,557$23,550 12/31/2023
Investment Management Associates Inc. ADV1,221,389$19,493 12/31/2023
     BSM1,221,389$19,493 12/31/2023
Brown Advisory Inc.989,122$15,786 12/31/2023
     BSM989,122$15,786 12/31/2023
Mudita Advisors LLP760,877$12,144 12/31/2023
     BSM760,877$12,144 12/31/2023
Epacria Capital Partners LLC548,698$8,757 12/31/2023
     BSM548,698$8,757 12/31/2023
ING Groep NV530,500$8,467 12/31/2023
     BSM530,500$8,467 12/31/2023
Kempner Capital Management Inc.498,616$7,968 03/31/2024
     BSM498,616$7,968 03/31/2024
Fayez Sarofim & Co490,740$7,842 12/31/2023
     BSM490,740$7,842 12/31/2023
CIBC Private Wealth Group LLC487,600$7,782 12/31/2023
     BSM487,600$7,782 12/31/2023
Raymond James & Associates462,957$7,389 12/31/2023
     BSM462,957$7,389 12/31/2023
Spirit of America Management Corp NY427,499$6,831 03/31/2024
     BSM427,499$6,831 03/31/2024
First Trust Advisors LP404,356$6,454 12/31/2023
     BSM404,356$6,454 12/31/2023
Cambridge Investment Research Advisors Inc.395,675$6,315 12/31/2023
     BSM395,675$6,315 12/31/2023
Mirae Asset Global Investments Co. Ltd.367,741$5,869 12/31/2023
     BSM367,741$5,869 12/31/2023
HighTower Advisors LLC362,741$5,787 12/31/2023
     BSM362,741$5,787 12/31/2023
Concorde Financial Corp360,315$5,751 12/31/2023
     BSM360,315$5,751 12/31/2023
Nomura Holdings Inc.353,100$5,635 12/31/2023
     BSM353,100$5,635 12/31/2023
Lummis Asset Management LP337,518$5,387 12/31/2023
     BSM337,518$5,387 12/31/2023
Clarus Group Inc.334,996$5,347 12/31/2023
     BSM334,996$5,347 12/31/2023
Bank of America Corp DE332,515$5,307 12/31/2023
     BSM332,515$5,307 12/31/2023
Citadel Advisors LLC $5,283 12/31/2023
     BSM385,610$6,154 12/31/2023
     Put220,000$3,511 12/31/2023
     Call165,400$2,640 12/31/2023
Jane Street Group LLC $4,058 12/31/2023
     Call132,200$2,110 12/31/2023
     BSM122,047$1,948 12/31/2023
LPL Financial LLC204,783$3,268 12/31/2023
     BSM204,783$3,268 12/31/2023
Clark Estates Inc. NY200,000$3,192 12/31/2023
     BSM200,000$3,192 12/31/2023
Susquehanna International Group LLP $3,066 12/31/2023
     Call271,000$4,325 12/31/2023
     Put174,800$2,790 12/31/2023
     BSM95,944$1,531 12/31/2023
Orchard Capital Managment LLC191,156$3,051 12/31/2023
     BSM191,156$3,051 12/31/2023
Royal Bank of Canada184,346$2,942 12/31/2023
     BSM184,346$2,942 12/31/2023
Hill Investment Group Partners LLC177,487$2,833 12/31/2023
     BSM177,487$2,833 12/31/2023
Pine Valley Investments Ltd Liability Co173,956$2,776 12/31/2023
     BSM173,956$2,776 12/31/2023
LB Partners LLC171,818$2,742 12/31/2023
     BSM171,818$2,742 12/31/2023
Horizon Kinetics Asset Management LLC167,838$2,679 12/31/2023
     BSM167,838$2,679 12/31/2023
Stifel Financial Corp158,219$2,525 12/31/2023
     BSM158,219$2,525 12/31/2023
Advisor Group Holdings Inc.153,548$2,451 12/31/2023
     BSM153,548$2,451 12/31/2023
Board of Trustees of The Leland Stanford Junior University147,852$2,360 12/31/2023
     BSM147,852$2,360 12/31/2023
Adviser Investments LLC138,762$2,215 12/31/2023
     BSM138,762$2,215 12/31/2023
Mraz Amerine & Associates Inc.133,143$2,125 12/31/2023
     BSM133,143$2,125 12/31/2023
Mcdaniel Terry & Co.132,962$2,122 12/31/2023
     BSM132,962$2,122 12/31/2023
Macquarie Group Ltd.130,560$2,084 12/31/2023
     BSM130,560$2,084 12/31/2023
UBS Group AG119,994$1,915 12/31/2023
     BSM119,994$1,915 12/31/2023
Anthracite Investment Company Inc.108,104$1,725 12/31/2023
     BSM108,104$1,725 12/31/2023
Caldwell Sutter Capital Inc.105,700$1,687 12/31/2023
     BSM105,700$1,687 12/31/2023
Envestnet Asset Management Inc.104,008$1,660 12/31/2023
     BSM104,008$1,660 12/31/2023
Schechter Investment Advisors LLC100,922$1,611 12/31/2023
     BSM100,922$1,611 12/31/2023
CoreCommodity Management LLC100,310$1,601 12/31/2023
     BSM100,310$1,601 12/31/2023
O Brien Greene & Co. Inc100,000$1,596 12/31/2023
     BSM100,000$1,596 12/31/2023
Mercer Global Advisors Inc. ADV95,897$1,531 12/31/2023
     BSM95,897$1,531 12/31/2023
GraniteShares Advisors LLC93,041$1,485 12/31/2023
     BSM93,041$1,485 12/31/2023
Howard Financial Services LTD.91,340$1,460 03/31/2024
     BSM91,340$1,460 03/31/2024
Savant Capital LLC90,742$1,448 12/31/2023
     BSM90,742$1,448 12/31/2023
Eagle Global Advisors LLC89,122$1,422 12/31/2023
     BSM89,122$1,422 12/31/2023
Custom Index Systems LLC89,097$1,422 12/31/2023
     BSM89,097$1,422 12/31/2023
Truist Financial Corp84,343$1,346 12/31/2023
     BSM84,343$1,346 12/31/2023
Toroso Investments LLC83,560$1,334 12/31/2023
     BSM83,560$1,334 12/31/2023
Zions Bancorporation N.A.82,533$1,317 12/31/2023
     BSM82,533$1,317 12/31/2023
Moors & Cabot Inc.81,150$1,295 12/31/2023
     BSM81,150$1,295 12/31/2023
Raymond James Financial Services Advisors Inc.78,387$1,251 12/31/2023
     BSM78,387$1,251 12/31/2023
Bramshill Investments LLC75,731$1,209 12/31/2023
     BSM75,731$1,209 12/31/2023
Independent Advisor Alliance74,437$1,188 12/31/2023
     BSM74,437$1,188 12/31/2023
Avenir Corp73,900$1,179 12/31/2023
     BSM73,900$1,179 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.68,000$1,085 12/31/2023
     BSM68,000$1,085 12/31/2023
Cullen Frost Bankers Inc.67,427$1,076 12/31/2023
     BSM67,427$1,076 12/31/2023
Sowell Financial Services LLC66,017$1,054 12/31/2023
     BSM66,017$1,054 12/31/2023
Jefferies Financial Group Inc.62,590$999 12/31/2023
     BSM62,590$999 12/31/2023
Cresset Asset Management LLC60,698$969 12/31/2023
     BSM60,698$969 12/31/2023
Invesco Ltd.60,600$967 12/31/2023
     BSM60,600$967 12/31/2023
Gruss & Co. LLC60,611$967 12/31/2023
     BSM60,611$967 12/31/2023
Simplex Trading LLC $953 12/31/2023
     Call62,700$1,000 12/31/2023
     Put24,800$395 12/31/2023
     BSM21,867$348 12/31/2023
Welch & Forbes LLC58,966$941 12/31/2023
     BSM58,966$941 12/31/2023
Beacon Pointe Advisors LLC58,669$936 12/31/2023
     BSM58,669$936 12/31/2023
HRT Financial LP56,610$903 12/31/2023
     BSM56,610$903 12/31/2023
Clear Harbor Asset Management LLC55,532$886 12/31/2023
     BSM55,532$886 12/31/2023
CI Private Wealth LLC55,393$884 12/31/2023
     BSM55,393$884 12/31/2023
Ancora Advisors LLC54,975$877 12/31/2023
     BSM54,975$877 12/31/2023
Captrust Financial Advisors50,948$813 12/31/2023
     BSM50,948$813 12/31/2023
Mariner LLC50,200$801 12/31/2023
     BSM50,200$801 12/31/2023
U S Global Investors Inc.50,000$798 12/31/2023
     BSM50,000$798 12/31/2023
Caption Management LLC $798 12/31/2023
     Call50,000$798 12/31/2023
Veracity Capital LLC49,276$786 12/31/2023
     BSM49,276$786 12/31/2023
The PNC Financial Services Group Inc.47,345$756 12/31/2023
     BSM47,345$756 12/31/2023
Autumn Glory Partners LLC44,600$712 12/31/2023
     BSM44,600$712 12/31/2023
Aristides Capital LLC41,735$666 12/31/2023
     BSM41,735$666 12/31/2023
Chase Investment Counsel Corp39,788$635 12/31/2023
     BSM39,788$635 12/31/2023
Family Management Corp39,767$635 12/31/2023
     BSM39,767$635 12/31/2023
Perigon Wealth Management LLC38,207$610 12/31/2023
     BSM38,207$610 12/31/2023
Navellier & Associates Inc37,920$605 12/31/2023
     BSM37,920$605 12/31/2023
Wells Fargo & Company MN34,960$558 12/31/2023
     BSM34,960$558 12/31/2023
Evergreen Capital Management LLC33,611$536 12/31/2023
     BSM33,611$536 12/31/2023
LongView Wealth Management33,005$527 03/31/2024
     BSM33,005$527 03/31/2024
Bartlett & Co. LLC32,746$519 12/31/2023
     BSM32,746$519 12/31/2023
Bartlett & CO. Wealth Management LLC32,746$519 12/31/2023
     BSM32,746$519 12/31/2023
Bristlecone Advisors LLC32,410$517 12/31/2023
     BSM32,410$517 12/31/2023
Cetera Advisor Networks LLC31,412$501 12/31/2023
     BSM31,412$501 12/31/2023
Jump Financial LLC31,400$501 12/31/2023
     BSM31,400$501 12/31/2023
Commonwealth Equity Services LLC29,960$478 12/31/2023
     BSM29,960$478 12/31/2023
AlphaCore Capital LLC29,800$476 12/31/2023
     BSM29,800$476 12/31/2023
Doliver Advisors LP27,319$437 03/31/2024
     BSM27,319$437 03/31/2024
BancorpSouth Bank25,566$408 12/31/2023
     BSM25,566$408 12/31/2023
Wolverine Trading LLC $396 12/31/2023
     Call24,800$396 12/31/2023
Verdad Advisers LP23,400$373 12/31/2023
     BSM23,400$373 12/31/2023
US Bancorp DE22,450$358 12/31/2023
     BSM22,450$358 12/31/2023
IHT Wealth Management LLC21,735$347 12/31/2023
     BSM21,735$347 12/31/2023
Sunbelt Securities Inc.21,090$337 03/31/2024
     BSM21,090$337 03/31/2024
Waterloo Capital L.P.21,000$335 12/31/2023
     BSM21,000$335 12/31/2023
GSA Capital Partners LLP20,783$332 12/31/2023
     BSM20,783$332 12/31/2023
Wealth Enhancement Advisory Services LLC20,665$330 03/31/2024
     BSM20,665$330 03/31/2024
F&V Capital Management LLC20,200$323 03/31/2024
     BSM20,200$323 03/31/2024
Franklin Street Advisors Inc. NC20,000$320 03/31/2024
     BSM20,000$320 03/31/2024
BOKF NA20,000$319 12/31/2023
     BSM20,000$319 12/31/2023
Texas Capital Bank Wealth Management Services Inc.20,000$319 12/31/2023
     BSM20,000$319 12/31/2023
Granite Bay Wealth Management LLC17,818$307 12/31/2023
     BSM17,818$307 12/31/2023
Apollon Wealth Management LLC18,873$301 12/31/2023
     BSM18,873$301 12/31/2023
Icon Wealth Advisors LLC18,451$294 12/31/2023
     BSM18,451$294 12/31/2023
Alps Advisors Inc.18,212$291 12/31/2023
     BSM18,212$291 12/31/2023
Pekin Hardy Strauss Inc.18,000$287 12/31/2023
     BSM18,000$287 12/31/2023
XTX Topco Ltd17,795$284 12/31/2023
     BSM17,795$284 12/31/2023
Flagship Harbor Advisors LLC17,690$283 03/31/2024
     BSM17,690$283 03/31/2024
MAS Advisors LLC17,659$282 12/31/2023
     BSM17,659$282 12/31/2023
Virtu Financial LLC17,620$281 12/31/2023
     BSM17,620$281 12/31/2023
Fort Sheridan Advisors LLC17,136$273 12/31/2023
     BSM17,136$273 12/31/2023
Colonial River Wealth Management LLC16,885$269 12/31/2023
     BSM16,885$269 12/31/2023
Diversified Trust Co16,787$268 03/31/2024
     BSM16,787$268 03/31/2024
Advisory Services Network LLC16,635$265 12/31/2023
     BSM16,635$265 12/31/2023
Goldman Sachs Group Inc.16,215$259 12/31/2023
     BSM16,215$259 12/31/2023
AE Wealth Management LLC15,083$250 12/31/2023
     BSM15,083$250 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA15,000$246 12/31/2023
     BSM15,000$246 12/31/2023
Ulland Investment Advisors LLC14,700$235 12/31/2023
     BSM14,700$235 12/31/2023
Cullen Investment Group LTD.13,839$228 03/31/2024
     BSM13,839$228 03/31/2024
Edge Capital Group LLC14,310$228 12/31/2023
     BSM14,310$228 12/31/2023
D.A. Davidson & CO.14,100$225 12/31/2023
     BSM14,100$225 12/31/2023
Requisite Capital Management LLC13,985$223 03/31/2024
     BSM13,985$223 03/31/2024
Bahl & Gaynor Inc.13,500$215 12/31/2023
     BSM13,500$215 12/31/2023
Holderness Investments Co.13,450$215 12/31/2023
     BSM13,450$215 12/31/2023
AFT Forsyth & Company Inc.13,213$211 12/31/2023
     BSM13,213$211 12/31/2023
Creative Planning13,179$210 12/31/2023
     BSM13,179$210 12/31/2023
Hilltop Holdings Inc.13,100$209 12/31/2023
     BSM13,100$209 12/31/2023
Kovack Advisors Inc.13,025$208 12/31/2023
     BSM13,025$208 12/31/2023
State of Wyoming12,719$203 12/31/2023
     BSM12,719$203 12/31/2023
Annandale Capital LLC12,624$201 12/31/2023
     BSM12,624$201 12/31/2023
Guardian Wealth Management Inc.12,516$200 12/31/2023
     BSM12,516$200 12/31/2023
Vident Advisory LLC12,261$196 12/31/2023
     BSM12,261$196 12/31/2023
Baker Ellis Asset Management LLC12,000$192 03/31/2024
     BSM12,000$192 03/31/2024
BCS Wealth Management12,000$192 03/31/2024
     BSM12,000$192 03/31/2024
Halpern Financial Inc.11,500$191 03/31/2024
     BSM11,500$191 03/31/2024
U.S. Capital Wealth Advisors LLC11,139$178 12/31/2023
     BSM11,139$178 12/31/2023
Franklin Resources Inc.11,094$177 12/31/2023
     BSM11,094$177 12/31/2023
Linscomb & Williams Inc.11,000$176 12/31/2023
     BSM11,000$176 12/31/2023
Arete Wealth Advisors LLC10,650$170 12/31/2023
     BSM10,650$170 12/31/2023
Harbour Investments Inc.10,467$167 12/31/2023
     BSM10,467$167 12/31/2023
Clear Street Markets LLC10,000$160 12/31/2023
     BSM10,000$160 12/31/2023
Ronald Blue Trust Inc.8,468$146 12/31/2023
     BSM8,468$146 12/31/2023
Global Retirement Partners LLC8,361$135 12/31/2023
     BSM8,361$135 12/31/2023
PEAK6 Investments LLC $123 12/31/2023
     Call12,800$204 12/31/2023
     Put5,100$81 12/31/2023
Lee Financial Co7,050$113 12/31/2023
     BSM7,050$113 12/31/2023
TCTC Holdings LLC6,666$106 12/31/2023
     BSM6,666$106 12/31/2023
First Eagle Investment Management LLC6,407$102 12/31/2023
     BSM6,407$102 12/31/2023
Arlington Trust Co LLC6,250$100 03/31/2024
     BSM6,250$100 03/31/2024
Geneos Wealth Management Inc.6,080$97 12/31/2023
     BSM6,080$97 12/31/2023
JPMorgan Chase & Co.6,001$96 12/31/2023
     BSM6,001$96 12/31/2023
Vaughan Nelson Investment Management L.P.5,600$89 03/31/2024
     BSM5,600$89 03/31/2024
Clearstead Advisors LLC3,337$53 12/31/2023
     BSM3,337$53 12/31/2023
Newbridge Financial Services Group Inc.3,036$48 12/31/2023
     BSM3,036$48 12/31/2023
CWM LLC2,592$41 03/31/2024
     BSM2,592$41 03/31/2024
Venturi Wealth Management LLC2,000$32 12/31/2023
     BSM2,000$32 12/31/2023
NBC Securities Inc.1,928$31 03/31/2024
     BSM1,928$31 03/31/2024
HBC Financial Services PLLC2,000$31 12/31/2023
     BSM2,000$31 12/31/2023
ICA Group Wealth Management LLC1,277$20 12/31/2023
     BSM1,277$20 12/31/2023
Wolff Wiese Magana LLC1,000$16 03/31/2024
     BSM1,000$16 03/31/2024
Grove Bank & Trust1,000$16 12/31/2023
     BSM1,000$16 12/31/2023
Aspire Private Capital LLC782$13 03/31/2024
     BSM782$13 03/31/2024
Cypress Capital Management LLC WY 600$10 12/31/2023
     BSM600$10 12/31/2023
AdvisorNet Financial Inc500$8 03/31/2024
     BSM500$8 03/31/2024
Private Trust Co. NA500$8 12/31/2023
     BSM500$8 12/31/2023
Community Bank N.A.500$8 12/31/2023
     BSM500$8 12/31/2023
Annis Gardner Whiting Capital Advisors LLC500$8 12/31/2023
     BSM500$8 12/31/2023
Signaturefd LLC400$6 12/31/2023
     BSM400$6 12/31/2023
Stephens Consulting LLC300$5 03/31/2024
     BSM300$5 03/31/2024
First Manhattan Co.300$5 12/31/2023
     BSM300$5 12/31/2023
NewSquare Capital LLC300$5 12/31/2023
     BSM300$5 12/31/2023
Macroview Investment Management LLC328$5 12/31/2023
     BSM328$5 12/31/2023
Parallel Advisors LLC327$5 12/31/2023
     BSM327$5 12/31/2023
Spire Wealth Management302$5 12/31/2023
     BSM302$5 12/31/2023
Cutler Group LP $4 12/31/2023
     BSM642$10 12/31/2023
     Put700$6 12/31/2023
     Call1,000$0 12/31/2023
Coppell Advisory Solutions LLC250$4 12/31/2023
     BSM250$4 12/31/2023
Perella Weinberg Partners Capital Management LP184$3 12/31/2023
     BSM184$3 12/31/2023
Perritt Capital Management Inc.134$2 12/31/2023
     BSM134$2 12/31/2023
Impact Partnership Wealth LLC117$2 12/31/2023
     BSM117$2 12/31/2023
Farther Finance Advisors LLC125$2 12/31/2023
     BSM125$2 12/31/2023
Abich Financial Wealth Management LLC100$2 12/31/2023
     BSM100$2 12/31/2023
Mather Group LLC.90$1 03/31/2024
     BSM90$1 03/31/2024
Tower Research Capital LLC TRC 32$1 12/31/2023
     BSM32$1 12/31/2023
Stone House Investment Management LLC75$1 12/31/2023
     BSM75$1 12/31/2023
FMR LLC2$0 12/31/2023
     BSM2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     BSM0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023

See Summary: Institutional Holders of BSM
See Details: Top 10 Hedge Funds Holding BSM
Also See: BSM Insider Buying
Also See: BSM Holdings Changes

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