Magellan Midstream Partners, L.P.
MMPDelisted Sep 25, 2023- Industry
- Pipe Lines (No Natural Gas)
- SEC CIK
- 0001126975
Magellan Midstream Partners, L.P. was delisted on Sep 25, 2023; its insiders filed their last Form 4 on Sep 27, 2023; 614 institutions reported holding it in 13F filings for Q2 2023, worth $6.91B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Magellan Midstream Partners, L.P. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 583
- +4 vs. Q2 2021
- Shares held
- 116.7M
- −8.91M (−7.1%) vs. Q2 2021
- Total value
- $5.33B
- −$810.4M (−13.2%) vs. Q2 2021
- New holders
- 48
- 169 more added
- Sold out
- 44
- 164 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $69 |
| Q1 2026 | 1 | $69 |
| Q4 2025 | 1 | $69 |
| Q3 2025 | 1 | $69 |
| Q2 2025 | 2 | $1.08M |
| Q1 2025 | 2 | $1.08M |
| Q4 2024 | 2 | $1.08M |
| Q3 2024 | 2 | $1.08M |
| Q2 2024 | 3 | $2.15M |
| Q1 2024 | 3 | $2.15M |
| Q4 2023 | 2 | $1.08M |
| Q3 2023 | 12 | $9.32M |
| Q2 2023 | 614 | $6.91B |
| Q1 2023 | 619 | $5.82B |
| Q4 2022 | 629 | $5.28B |
| Q3 2022 | 591 | $5.00B |
| Q2 2022 | 603 | $5.17B |
| Q1 2022 | 616 | $5.46B |
| Q4 2021 | 611 | $5.26B |
| Q3 2021 | 583 | $5.33B |
| Q2 2021 | 590 | $6.15B |
| Q1 2021 | 570 | $5.77B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 1,765 | $80.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,760 | $80.0K | 0.05% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,786 | $81.0K | 0.01% | +9+0.5% | Added |
| Bourgeon Capital Management LLC | 1,943 | $89.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,000 | $91.0K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,008 | $92.0K | 0.01% | −543−21.3% | Reduced |
| Glen Eagle Advisors, LLC | 2,103 | $95.8K | 0.03% | +64+3.1% | Added |
| North Star Investment Management Corp. | 2,350 | $107.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,485 | $113.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,540 | $116.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,840 | $129.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,844 | $130.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,925 | $133.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 2,935 | $133.0K | 0.01% | +191+7.0% | Added |
| Tower Research Capital LLC (TRC) | 2,925 | $134.0K | 0.00% | −5,855−66.7% | Reduced |
| Birch Capital Management, LLC | 3,103 | $141.0K | 0.10% | +323+11.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,105 | $142.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,455 | $157.0K | 0.01% | −135−3.8% | Reduced |
| FourThought Financial, LLC | 3,728 | $169.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 3,753 | $171.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $173.0K | 0.01% | – | – |
| HM Payson & Co | 3,822 | $174.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,889 | $177.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,935 | $179.0K | 0.01% | +32+0.8% | Added |
| Montag A & Associates Inc | 4,000 | $182.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,000 | $182.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 4,000 | $182.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,032 | $186.0K | 0.00% | +1,969+95.4% | Added |
| Bartlett & Co. Wealth Management LLC | 4,274 | $194.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4,274 | $195.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,394 | $200.0K | 0.06% | −794−15.3% | Reduced |
| Concorde Asset Management, LLC | 4,392 | $200.0K | 0.12% | +4,392 | New |
| Moody Lynn & Lieberson, LLC | 4,444 | $203.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,450 | $203.0K | 0.05% | +4,450 | New |
| Hancock Whitney Corp | 4,485 | $204.0K | 0.01% | −792−15.0% | Reduced |
| Trustmark National Bank Trust Department | 4,500 | $205.0K | 0.02% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 4,500 | $205.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,985 | $205.0K | 0.00% | +3,985 | New |
| Kingsview Wealth Management, LLC | 4,525 | $206.0K | 0.01% | +4,525 | New |
| GYL Financial Synergies, LLC | 4,534 | $207.0K | 0.11% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,590 | $209.0K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,727 | $215.0K | 0.19% | +75+1.6% | Added |
| KMG Fiduciary Partners, LLC | 4,740 | $216.0K | 0.04% | −411−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,779 | $218.0K | 0.01% | +4,779 | New |
| Signaturefd, LLC | 4,805 | $219.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,825 | $220.0K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 4,859 | $221.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 4,870 | $222.0K | 0.00% | −1,000−17.0% | Reduced |
| Capital Investment Advisory Services, LLC | 4,955 | $226.0K | 0.03% | −250−4.8% | Reduced |
| Evercore Wealth Management, LLC | 4,956 | $226.0K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,006 | $228.0K | 0.15% | −1,985−28.4% | Reduced |
| Lee Financial Co | 5,009 | $228.0K | 0.05% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,000 | $228.0K | 0.12% | +5,000 | New |
| David Loasby | 4,950 | $229.0K | 0.03% | +4,950 | New |
| Bridges Investment Management Inc | 5,033 | $230.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5,100 | $232.0K | 0.03% | 00.0% | Unchanged |
| Derbend Asset Management | 5,115 | $233.0K | 0.22% | −2,874−36.0% | Reduced |
| Laird Norton Trust Company, LLC | 5,124 | $233.0K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,104 | $233.0K | 0.09% | 00.0% | Unchanged |
| AXS Investments LLC | 5,104 | $233.0K | 0.09% | +5,104 | New |
| Ironwood Investment Counsel, LLC | 5,150 | $234.0K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,152 | $235.0K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 5,250 | $239.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,262 | $240.0K | 0.03% | +100+1.9% | Added |
| Firestone Capital Management | 4,920 | $241.0K | 0.08% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,336 | $243.0K | 0.17% | −1,583−22.9% | Reduced |
| Welch & Forbes LLC | 5,360 | $244.0K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,352 | $244.0K | 0.04% | +30+0.6% | Added |
| Brighton Jones LLC | 5,386 | $245.0K | 0.01% | +114+2.2% | Added |
| Visionary Wealth Advisors | 5,390 | $246.0K | 0.03% | −450−7.7% | Reduced |
| Perigon Wealth Management, LLC | 5,400 | $246.0K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 5,526 | $252.0K | 0.11% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 5,561 | $253.0K | 0.06% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,552 | $253.0K | 0.02% | +32+0.6% | Added |
| Inscription Capital, LLC | 5,567 | $254.0K | 0.08% | −17,872−76.2% | Reduced |
| Bluefin Capital Management, LLC | 5,600 | $255.0K | 0.03% | +5,600 | New |
| Brookstone Capital Management | 5,356 | $255.0K | 0.00% | +5,356 | New |
| Altavista Wealth Management, Inc. | 5,620 | $256.0K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,550 | $256.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,669 | $258.0K | 0.11% | −1,713−23.2% | Reduced |
| Cambridge Trust Co | 5,650 | $258.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,676 | $259.0K | 0.01% | −1,088−16.1% | Reduced |
| Davis R M Inc | 5,683 | $259.0K | 0.01% | −425−7.0% | Reduced |
| American Portfolios Advisors | 5,684 | $259.1K | 0.01% | +1,581+38.5% | Added |
| Sterling Manor Financial, LLC | 5,750 | $262.0K | 0.22% | −4,012−41.1% | Reduced |
| St Germain D J Co Inc | 5,800 | $264.0K | 0.02% | −700−10.8% | Reduced |
| AE Wealth Management LLC | 5,823 | $265.0K | 0.00% | +1,532+35.7% | Added |
| Avidian Wealth Solutions, LLC | 5,820 | $265.0K | 0.02% | +5,820 | New |
| Arrow Investment Advisors, LLC | 5,825 | $266.0K | 0.17% | −419−6.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,615 | $266.0K | 0.16% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,912 | $269.0K | 0.05% | −1,252−17.5% | Reduced |
| Covenant Asset Management, LLC | 5,895 | $269.0K | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,918 | $269.0K | 0.02% | +385+7.0% | Added |
| Fayez Sarofim & Co | 5,926 | $270.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,942 | $270.8K | 0.02% | +5,942 | New |
| CFO4Life Group, LLC | 5,937 | $271.0K | 0.06% | +201+3.5% | Added |
| Holderness Investments Co | 6,050 | $276.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,089 | $278.0K | 0.01% | +930+18.0% | Added |
| 55I, LLC | 6,219 | $283.0K | 0.01% | −1,520−19.6% | Reduced |
| Aevitas Wealth Management, Inc. | 6,324 | $288.0K | 0.18% | 00.0% | Unchanged |