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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

BSM holding history

Black Stone Minerals, L.P. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BSM overviewAll 13F holders of BSMFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of BSM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−50,948−100.0%Sold outHolders
Q4 202350,948$813.1K<0.1%−242−0.5%ReducedHolders
Q3 202351,190$882.0K<0.1%−258−0.5%ReducedHolders
Q2 202351,448$820.6K<0.1%+3,500+7.3%AddedHolders
Q1 202347,948$752.3K<0.1%+2,500+5.5%AddedHolders
Q4 202245,448$766.7K<0.1%00.0%UnchangedHolders
Q3 202245,448$711.0K<0.1%−4,681−9.3%ReducedHolders
Q2 202250,129$686.0K<0.1%+4,681+10.3%AddedHolders
Q1 202245,448$612.0K<0.1%−1,000−2.2%ReducedHolders
Q4 202146,448$480.0K<0.1%00.0%UnchangedHolders
Q3 202146,448$560.0K<0.1%−2,749−5.6%ReducedHolders
Q2 202149,197$529.0K<0.1%+2,749+5.9%AddedHolders
Q1 202146,448$405.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.