This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSM/capital-change-brief"
Use Arkolith's capital_change_brief for BSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $125.1M | 8.3M | ▲+16% Added · +1.2M sh | Q1 2026 | |
| 2 | FMR LLC | $68.6M | 4.5M | ▲+141% Added · +2.7M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $31.9M | 2.1M | ▼−3.1% Reduced · −68K sh | Q1 2026 | |
| 4 | PENN DAVIS MCFARLAND INC | $27.4M | 2.0M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 5 | NATIXIS | $23.9M | 1.6M | —Held | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $17.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 7 | BROWN ADVISORY INC | $13.3M | 878K | —Held | Q1 2026 | |
| 8 | ING GROEP NV | $11.0M | 729K | —Held | Q1 2026 | |
| 9 | FAYEZ SAROFIM & CO | $9.6M | 633K | ▲+17% Added · +94K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $9.3M | 617K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 11 | Cresset Asset Management, LLC | $9.1M | 602K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 12 | EPACRIA CAPITAL PARTNERS, LLC | $8.8M | 581K | —Held | Q1 2026 | |
| 13 | CITIGROUP INC | $8.3M | 547K | ▼−28% Reduced · −208K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $6.3M | 414K | ▲+14% Added · +52K sh | Q1 2026 | |
| 15 | CHILTON CAPITAL MANAGEMENT LLC | $5.1M | 337K | —Held | Q1 2026 | |
| 16 | Forum Financial Management, LP | $4.5M | 300K | —Held | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $4.5M | 298K | —Held | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $3.8M | 249K | ▼−12% Reduced · −35K sh | Q1 2026 | |
| 19 | REGIONS FINANCIAL CORP | $3.0M | 201K | ▼−48% Reduced · −189K sh | Q1 2026 | |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $3.0M | 198K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 21 | UBS Group AG | $2.9M | 193K | ▼−69% Reduced · −420K sh | Q1 2026 | |
| 22 | Jump Financial, LLC | $2.7M | 176K | ▲+6.1% Added · +10K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $2.6M | 172K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.6M | 171K | ▲+3.1% Added · +5K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $2.4M | 162K | ▲+0.2% Added · +300 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Hamman Anne Lenoir | Director | Grant (A) | 1K | $19K |
| Jul 2, 2026 | DeWalch D Mark | Director | Grant (A) | 1K | $19K |
| Jul 2, 2026 | Kyle Jerry V. Jr. | Director | Grant (A) | 1K | $19K |
| Jul 2, 2026 | Stuart Alexander D. | Director | Grant (A) | 2K | $24K |
| Jul 2, 2026 | Randall William E. | Director | Grant (A) | 2K | $22K |
| Jun 1, 2026 | DeWalch D Mark | Director | Buy (P) | 36K | $495K |
| May 29, 2026 | DeWalch D Mark | Director | Buy (P) | 36K | $490K |
| May 28, 2026 | DeWalch D Mark | Director | Buy (P) | 38K | $497K |
| May 13, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 1K | $15K |
| May 12, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 19K | $258K |
| May 12, 2026 | Longmaid Ashley J | Director | Sell (S) | 11K | $150K |
| May 11, 2026 | Carter Thomas L Jr | Executive Chairman, Director | Buy (P) | 25K | $337K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $14.4B |
| ALPHABET INC-CL AGOOGL | 59 funds | $10.1B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $8.4B |
| EXXON MOBIL CORPXOM | 59 funds | $4.9B |
| WALT DISNEY CO/THEDIS | 59 funds | $1.2B |
| APPLE INCAAPL | 58 funds | $18.3B |
| NVIDIA CORPNVDA | 58 funds | $18.2B |
| AMAZON.COM INCAMZN | 58 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 58 funds | $7.4B |
| BROADCOM INCAVGO | 58 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 58 funds | $6.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 58 funds | $3.8B |
Ranked by how many of BSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.