Prevail Innovative Wealth Advisors »

Black Stone Minerals shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Black Stone Minerals (BSM) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Black Stone Minerals

Tip: Access up to 7 years of quarterly data

All positions including Black Stone Minerals held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Black Stone Minerals by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 293k 15.10
2024-06-30 $3.2M 201k 15.67
2024-03-31 $2.6M 160k 15.98
2023-06-30 $325k 20k 15.95

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Adams Express Company (ADX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Global X Fds Russell 2000 (RYLD)
Crowdstrike Hldgs Cl A (CRWD)
Amazon (AMZN)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Carnival Corp Unit 99/99/9999 (CCL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Celsius Hldgs Com New (CELH)
Chord Energy Corporation Com New (CHRD)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Black Stone Minerals

William Marsh Rice University
Morgan Stanley
Bank of America Corporation
Penn Davis Mcfarland
Investment Management Associates
Natixis
Brown Advisory Holdings Incorporated
DiMeo Schneider & Associates
Mudita Advisors
UBS Group
Cresset Asset Management
Citigroup
Epacria Capital Partners
Kempner Capital Management
Fayez Sarofim & Co

View all funds holding Black Stone Minerals