Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAM
Cresset Asset Management’s
Black Stone Minerals
BSM
Stock Holding History
Cresset Asset Management’s Portfolio
BSM Stock Details
BSM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$9.11M
Buy
602,282
+3,620
+0.6%
+$53.7K
0.04%
273
2025
Q4
$7.96M
Buy
598,662
+1,809
+0.3%
+$24.4K
0.03%
292
2025
Q3
$7.84M
Hold
596,853
–
–
0.03%
276
2025
Q2
$7.81M
Hold
596,853
–
–
0.04%
260
2025
Q1
$9.11M
Hold
596,853
–
–
0.05%
240
2024
Q4
$8.71M
Buy
596,853
+497,457
+500%
+$7.42M
0.04%
245
2024
Q3
$1.5M
Hold
99,396
–
–
0.01%
963
2024
Q2
$1.56M
Sell
99,396
-21,650
-18%
-$347K
0.01%
848
2024
Q1
$1.93M
Buy
121,046
+60,348
+99%
+$956K
0.01%
653
2023
Q4
$969K
Sell
60,698
-21,939
-27%
-$378K
0.01%
907
2023
Q3
$1.42M
Sell
82,637
-2,408
-3%
-$41K
0.01%
684
2023
Q2
$1.36M
Buy
85,045
+8,898
+12%
+$142K
0.01%
797
2023
Q1
$1.19M
Sell
76,147
-2,967
-4%
-$46.5K
0.02%
313
2022
Q4
$1.24K
Hold
79,114
–
–
﹤0.01%
717
2022
Q3
$1.24M
Sell
79,114
-6,700
-8%
-$102K
0.02%
302
2022
Q2
$1.18M
Buy
+85,814
New
+$1.3M
0.01%
344
Other funds holding BSM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WMRU
William Marsh Rice University
Houston, Texas
$221M AUM
5.87%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PDM
Penn Davis McFarland
Dallas, Texas
$1.02B AUM
27.44%
1-Year Est. Return
IMA
Investment Management Associates
Greenwood Village, Colorado
$369M AUM
11.81%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
LCAM
Long Corridor Asset Management
Hong Kong
$411M AUM
16.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close