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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

MMP holding history

Magellan Midstream Partners, L.P. in every 13F filed by ProVise Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of MMP by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−17,490−100.0%Sold outHolders
Q2 202317,490$1.09M0.1%−1,884−9.7%ReducedHolders
Q1 202319,374$1.05M0.1%−5,336−21.6%ReducedHolders
Q4 202224,710$1.24M0.1%−107−0.4%ReducedHolders
Q3 202224,817$1.18M0.1%−263−1.0%ReducedHolders
Q2 202225,080$1.20M0.1%−654−2.5%ReducedHolders
Q1 202225,734$1.26M0.1%−39−0.2%ReducedHolders
Q4 202125,773$1.20M0.1%−834−3.1%ReducedHolders
Q3 202126,607$1.21M0.1%−597−2.2%ReducedHolders
Q2 202127,204$1.33M0.1%−818−2.9%ReducedHolders
Q1 202128,022$1.22M0.1%––Holders

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