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, Q4 2021
Institutional positions in Magellan Midstream Partners, L.P. as of Dec 31, 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
- 611
- +34 vs. Q3 2021
- Shares held
- 113.2M
- −3.39M (−2.9%) vs. Q3 2021
- Total value
- $5.26B
- −$66.4M (−1.2%) vs. Q3 2021
- New holders
- 76
- 171 more added
- Sold out
- 42
- 188 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudock, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $0 | 0.00% | +4 | New |
| McIlrath & Eck, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 61 | $2.00K | 0.00% | +61 | New |
| JNBA Financial Advisors | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 73 | $3.00K | 0.00% | +73 | New |
| Lake Point Wealth Management | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 90 | $4.00K | 0.00% | +90 | New |
| Charter Oak Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 106 | $5.00K | 0.00% | +2+1.9% | Added |
| Strategic Asset Management, LLC | 116 | $5.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 150 | $6.00K | 0.00% | +150 | New |
| Asset Dedication, LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 165 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 203 | $9.00K | 0.00% | +203 | New |
| Monolith Advisors | 196 | $9.00K | 0.01% | +196 | New |
| Byrne Asset Management LLC | 200 | $9.00K | 0.01% | +200 | New |
| Mystic Asset Management, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Focused Wealth Management, Inc | 214 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 226 | $11.0K | 0.00% | +226 | New |
| TFC Financial Management | 253 | $12.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 273 | $12.0K | 0.00% | +273 | New |
| Cascade Investment Advisors, Inc. | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 304 | $14.0K | 0.00% | −150−33.0% | Reduced |
| Iron Horse Wealth Management, LLC | 310 | $14.0K | 0.01% | +310 | New |
| Sandy Cove Advisors, LLC | 299 | $14.0K | 0.01% | +299 | New |
| Tyler-Stone Wealth Management | 300 | $14.0K | 0.01% | +300 | New |
| Quent Capital, LLC | 325 | $15.0K | 0.00% | +325 | New |
| Total Clarity Wealth Management, Inc. | 351 | $16.0K | 0.01% | −270−43.5% | Reduced |
| IMA Wealth, Inc. | 346 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 422 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 445 | $21.0K | 0.00% | −587−56.9% | Reduced |
| Hoese & Co LLP | 450 | $21.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 450 | $21.0K | 0.01% | +450 | New |
| Level Financial Advisors, Inc. | 478 | $22.0K | 0.02% | +478 | New |
| Bivin & Associates, Inc. | 480 | $22.0K | 0.02% | +480 | New |
| Sterling Investment Advisors, Ltd. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 549 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 548 | $25.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 565 | $26.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 540 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 574 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 557 | $27.0K | 0.02% | +557 | New |
| Clearview Wealth Advisors LLC | 608 | $28.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 596 | $28.0K | 0.01% | +13+2.2% | Added |
| Corsicana & Co. | 620 | $29.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 662 | $31.0K | 0.01% | −100−13.1% | Reduced |
| Lumature Wealth Partners, LLC | 667 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 750 | $35.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 756 | $35.0K | 0.00% | +33+4.6% | Added |
| Coastal Capital Group, Inc. | 749 | $35.0K | 0.01% | +16+2.2% | Added |
| Center for Financial Planning, Inc. | 800 | $37.0K | 0.01% | −1−0.1% | Reduced |
| Antonetti Capital Management LLC | 800 | $37.0K | 0.03% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 800 | $37.0K | 0.01% | +800 | New |
| Moisand Fitzgerald Tamayo, LLC | 837 | $39.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 840 | $39.0K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 900 | $42.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 993 | $44.0K | 0.00% | −709−41.7% | Reduced |
| National Bank of Canada | 960 | $45.0K | 0.00% | +960 | New |
| Sandy Spring Bank | 1,000 | $46.0K | 0.00% | −16,006−94.1% | Reduced |
| First Financial Corp | 1,000 | $46.0K | 0.03% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1,000 | $46.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,000 | $46.0K | 0.01% | +1,000 | New |
| Sierra Capital LLC | 1,021 | $47.0K | 0.01% | +21+2.1% | Added |
| AdvisorNet Financial, Inc | 1,030 | $48.0K | 0.00% | +12+1.2% | Added |
| SOA Wealth Advisors, LLC. | 1,100 | $49.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,050 | $49.0K | 0.00% | +1,050 | New |
| Estabrook Capital Management | 1,100 | $51.1K | 0.01% | +850+340.0% | Added |
| Concord Wealth Partners | 1,128 | $52.0K | 0.01% | −21−1.8% | Reduced |
| Trust Co of Vermont | 1,172 | $54.0K | 0.00% | +1,172 | New |
| Cypress Capital Management LLC (WY) | 1,200 | $56.0K | 0.05% | +500+71.4% | Added |
| Laffer Tengler Investments | 1,210 | $56.2K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,230 | $57.0K | 0.00% | +437+55.1% | Added |
| Avondale Wealth Management | 1,240 | $58.0K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,264 | $59.0K | 0.01% | −400−24.0% | Reduced |
| Creative Financial Designs Inc | 1,280 | $59.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,300 | $60.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,324 | $61.0K | 0.02% | +1,324 | New |
| Trustcore Financial Services, LLC | 1,350 | $63.0K | 0.01% | −436−24.4% | Reduced |
| Founders Capital Management | 1,410 | $65.0K | 0.04% | −100−6.6% | Reduced |
| Reilly Financial Advisors, LLC | 1,421 | $66.0K | 0.00% | +57+4.2% | Added |
| Avion Wealth | 1,447 | $67.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,436 | $67.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,485 | $69.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,511 | $70.0K | 0.01% | −139−8.4% | Reduced |
| Smithfield Trust Co | 1,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,500 | $70.0K | 0.02% | 00.0% | Unchanged |