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Capital Advisory Group Advisory Services’s Dorchester Minerals DMLP Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,520
Closed -$798K – 175
2025
Q1 		$798K Buy
26,520
+1,405
+6% +$44.2K 0.3% 82
2024
Q4 		$837K Buy
+25,115
New +$820K 0.3% 81

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Capital Advisory Group Advisory Services's DMLP Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of Dorchester Minerals (DMLP) in Q2 2025, closing a stake of 26,520 shares — an estimated $798K sold.

Capital Advisory Group Advisory Services first reported a position in DMLP in Q4 2024 and held it in 2 quarters. The position peaked at $837K in Q4 2024. 147 funds tracked by Wall St. Rank hold DMLP as of Q2 2025.

  • Capital Advisory Group Advisory Services reported no remaining Dorchester Minerals position as of Q2 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 26,520 Dorchester Minerals shares in Q2 2025, an estimated $798K.
  • Capital Advisory Group Advisory Services first reported a position in Dorchester Minerals in Q4 2024 and held it in 2 quarters.
  • Capital Advisory Group Advisory Services's Dorchester Minerals position peaked at $837K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.