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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 2,200 | $102.0K | 0.05% | +2,200 | New |
| Carmichael Hill & Associates, Inc. | 2,160 | $100.0K | 0.05% | +400+22.7% | Added |
| Glen Eagle Advisors, LLC | 2,111 | $98.0K | 0.03% | +8+0.4% | Added |
| Harbour Investments, Inc. | 2,006 | $93.0K | 0.01% | −3,670−64.7% | Reduced |
| Old North State Trust, LLC | 2,000 | $93.0K | 0.07% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,000 | $93.0K | 0.03% | +1,000+100.0% | Added |
| Bourgeon Capital Management LLC | 1,943 | $90.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,695 | $79.0K | 0.05% | +1,500+769.2% | Added |
| Platinum Investment Management Ltd | 1,669 | $78.0K | 0.00% | 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 |
| Rockbridge Investment Management, LCC | 1,499 | $70.0K | 0.01% | +13+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 1,500 | $70.0K | 0.03% | +1,500 | New |
| South State Corp. | 1,485 | $69.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,447 | $67.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,436 | $67.0K | 0.04% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,421 | $66.0K | 0.00% | +57+4.2% | Added |
| Founders Capital Management | 1,410 | $65.0K | 0.04% | −100−6.6% | Reduced |
| Trustcore Financial Services, LLC | 1,350 | $63.0K | 0.01% | −436−24.4% | Reduced |
| SJS Investment Consulting Inc. | 1,324 | $61.0K | 0.02% | +1,324 | New |
| Heritage Wealth Advisors | 1,300 | $60.0K | 0.00% | 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 |
| Avondale Wealth Management | 1,240 | $58.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,230 | $57.0K | 0.00% | +437+55.1% | Added |
| Laffer Tengler Investments | 1,210 | $56.2K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,200 | $56.0K | 0.05% | +500+71.4% | Added |
| Trust Co of Vermont | 1,172 | $54.0K | 0.00% | +1,172 | New |
| Concord Wealth Partners | 1,128 | $52.0K | 0.01% | −21−1.8% | Reduced |
| Estabrook Capital Management | 1,100 | $51.1K | 0.01% | +850+340.0% | 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 |
| AdvisorNet Financial, Inc | 1,030 | $48.0K | 0.00% | +12+1.2% | Added |
| Sierra Capital LLC | 1,021 | $47.0K | 0.01% | +21+2.1% | Added |
| 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 |
| National Bank of Canada | 960 | $45.0K | 0.00% | +960 | New |
| Carroll Financial Associates, Inc. | 993 | $44.0K | 0.00% | −709−41.7% | Reduced |
| Islay Capital Management, LLC | 900 | $42.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 837 | $39.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 840 | $39.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Gradient Investments LLC | 700 | $33.0K | 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 |
| NEXT Financial Group, Inc | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 620 | $29.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Kings Point Capital Management | 574 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 557 | $27.0K | 0.02% | +557 | New |
| Professional Financial Advisors, LLC | 565 | $26.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 540 | $26.0K | 0.00% | 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 |
| 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 |
| Level Financial Advisors, Inc. | 478 | $22.0K | 0.02% | +478 | New |
| Bivin & Associates, Inc. | 480 | $22.0K | 0.02% | +480 | New |
| 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 |
| Proequities, Inc. | 422 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quent Capital, LLC | 325 | $15.0K | 0.00% | +325 | New |
| 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 |
| Clearstead Advisors, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 275 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 275 | $12.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 253 | $12.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 273 | $12.0K | 0.00% | +273 | New |
| CoreCap Advisors, LLC | 226 | $11.0K | 0.00% | +226 | New |
| Focused Wealth Management, Inc | 214 | $10.0K | 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 |
| 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 |
| Asset Dedication, LLC | 160 | $7.00K | 0.00% | 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 |
| Charter Oak Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |