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 2022
Institutional positions in Magellan Midstream Partners, L.P. as of Sep 30, 2022. 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
- 591
- +1 vs. Q2 2022
- Shares held
- 104.8M
- −3.47M (−3.2%) vs. Q2 2022
- Total value
- $5.00B
- −$163.2M (−3.2%) vs. Q2 2022
- New holders
- 45
- 167 more added
- Sold out
- 44
- 158 more reduced
13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brighton Jones LLC | 5,858 | $278.0K | 0.02% | +118+2.1% | Added |
| Covenant Asset Management, LLC | 5,895 | $280.0K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,912 | $281.0K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,935 | $282.0K | 0.04% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,963 | $283.0K | 0.10% | −9,956−62.5% | Reduced |
| Wedmont Private Capital | 6,000 | $285.0K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 6,022 | $286.0K | 0.01% | +2,200+57.6% | Added |
| PCG Wealth Advisors, LLC | 6,000 | $286.0K | 0.10% | +6,000 | New |
| Holderness Investments Co | 6,050 | $287.0K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,074 | $289.0K | 0.32% | +125+2.1% | Added |
| Advisory Services Network, LLC | 6,155 | $292.0K | 0.01% | −3,190−34.1% | Reduced |
| Meridian Wealth Advisors, LLC | 6,144 | $292.0K | 0.08% | −750−10.9% | Reduced |
| Capital Investment Advisory Services, LLC | 6,145 | $292.0K | 0.04% | +300+5.1% | Added |
| Hamilton Point Investment Advisors, LLC | 6,150 | $292.0K | 0.09% | +6,150 | New |
| Northwest & Ethical Investments L.P. | 6,257 | $297.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,275 | $299.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,318 | $300.0K | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,321 | $300.0K | 0.03% | +6,321 | New |
| Lee Financial Co | 6,358 | $302.0K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,375 | $303.0K | 0.00% | +6,375 | New |
| Aevitas Wealth Management, Inc. | 6,438 | $306.0K | 0.23% | 00.0% | Unchanged |
| Partners Group Holding AG | 6,461 | $307.0K | 0.02% | −937−12.7% | Reduced |
| Hodges Capital Management Inc. | 6,523 | $310.0K | 0.05% | +534+8.9% | Added |
| Sanders Morris Harris LLC | 6,550 | $314.0K | 0.08% | +6,550 | New |
| Haverford Trust Co | 6,650 | $316.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6,665 | $317.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 6,772 | $322.0K | 0.03% | +100+1.5% | Added |
| Sage Mountain Advisors LLC | 6,862 | $326.0K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 6,887 | $327.0K | 0.00% | +1,837+36.4% | Added |
| Wealth Alliance | 6,906 | $328.0K | 0.06% | +2,223+47.5% | Added |
| Signature Wealth Management Partners, LLC | 6,918 | $329.0K | 0.36% | −865−11.1% | Reduced |
| Eaton Vance Management | 6,932 | $330.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,972 | $331.0K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7,200 | $342.0K | 0.09% | +7,200 | New |
| Mutual Advisors, LLC | 7,248 | $344.0K | 0.02% | −1,454−16.7% | Reduced |
| Endurance Wealth Management, Inc. | 7,285 | $346.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 7,276 | $346.0K | 0.04% | 00.0% | Unchanged |
| Grassi Investment Management | 7,300 | $347.0K | 0.05% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 7,375 | $350.0K | 0.15% | +275+3.9% | Added |
| ELCO Management Co., LLC | 7,394 | $351.0K | 0.28% | +290+4.1% | Added |
| Pasadena Private Wealth, LLC | 7,442 | $354.0K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,464 | $355.0K | 0.05% | +270+3.8% | Added |
| Oliver Luxxe Assets LLC | 7,500 | $356.0K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,520 | $357.0K | 0.06% | +1,255+20.0% | Added |
| Birch Capital Management, LLC | 7,521 | $357.3K | 0.27% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 7,535 | $358.0K | 0.15% | +2,042+37.2% | Added |
| Spears Abacus Advisors LLC | 7,594 | $361.0K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,619 | $362.0K | 0.04% | −25−0.3% | Reduced |
| Wambolt & Associates, LLC | 7,612 | $362.0K | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,663 | $364.0K | 0.02% | −710−8.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,724 | $366.0K | 0.04% | −9,600−55.4% | Reduced |
| RDA Financial Network | 7,706 | $366.0K | 0.20% | −66−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 7,700 | $366.0K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,769 | $369.0K | 0.38% | −10.0% | Reduced |
| Albion Financial Group | 7,780 | $370.0K | 0.04% | 00.0% | Unchanged |
| Enhancing Capital LLC | 7,871 | $376.0K | 0.47% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,965 | $378.0K | 0.02% | 00.0% | Unchanged |
| CPWM, LLC | 8,000 | $380.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 7,984 | $380.0K | 0.01% | +165+2.1% | Added |
| Vestcor Inc | 8,020 | $381.0K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 8,081 | $384.0K | 0.08% | +557+7.4% | Added |
| Geode Capital Management, LLC | 8,226 | $390.0K | 0.00% | −4,805−36.9% | Reduced |
| Boston Financial Mangement LLC | 8,215 | $390.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,357 | $397.0K | 0.06% | +17+0.2% | Added |
| Chicago Capital, LLC | 8,378 | $398.0K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 8,435 | $400.0K | 0.15% | −307−3.5% | Reduced |
| Vaughan & Co Securities, Inc. | 8,424 | $400.0K | 0.35% | −115−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 8,366 | $400.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,437 | $401.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 8,600 | $408.6K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 8,625 | $410.0K | 0.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,705 | $414.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 8,798 | $418.0K | 0.06% | 00.0% | Unchanged |
| Dearborn Partners LLC | 8,870 | $421.0K | 0.02% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 8,922 | $424.0K | 0.24% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,004 | $428.0K | 0.02% | −735−7.5% | Reduced |
| Coastline Trust Co | 9,155 | $435.0K | 0.07% | 00.0% | Unchanged |
| Morton Capital Management LLC | 9,181 | $436.2K | 0.20% | +114+1.3% | Added |
| Belpointe Asset Management LLC | 9,330 | $443.0K | 0.03% | +384+4.3% | Added |
| Merit Financial Group, LLC | 9,362 | $445.0K | 0.02% | +1,575+20.2% | Added |
| Cetera Advisors LLC | 9,647 | $458.0K | 0.01% | +1,349+16.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,687 | $460.0K | 0.22% | +128+1.3% | Added |
| SEI Investments Co | 9,894 | $470.0K | 0.00% | −6,250−38.7% | Reduced |
| Gofen & Glossberg LLC | 10,176 | $483.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 10,246 | $487.0K | 0.20% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 10,366 | $492.0K | 0.25% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,603 | $503.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,659 | $506.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 10,646 | $506.0K | 0.10% | +50.0% | Added |
| Abacus Planning Group, Inc. | 10,666 | $507.0K | 0.15% | 00.0% | Unchanged |
| CWM, LLC | 10,685 | $508.0K | 0.00% | −10,254−49.0% | Reduced |
| CFO4Life Group, LLC | 10,791 | $513.0K | 0.14% | +4,449+70.2% | Added |
| Heritage Trust Co | 10,824 | $514.0K | 0.09% | −1,049−8.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 10,877 | $517.0K | 0.02% | −3,662−25.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 10,905 | $518.0K | 0.16% | +800+7.9% | Added |
| Oppenheimer & Co Inc | 10,925 | $519.0K | 0.01% | +13+0.1% | Added |
| Independent Advisor Alliance | 10,928 | $519.0K | 0.03% | +529+5.1% | Added |
| Colony Group LLC | 11,067 | $526.0K | 0.01% | −113−1.0% | Reduced |
| Edge Capital Group, LLC | 11,105 | $528.0K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 11,180 | $531.0K | 0.01% | −3,827−25.5% | Reduced |