Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2022 vs. Q3 2022

How the institutions holding Magellan Midstream Partners, L.P. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of MMP: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders59115629+53
Shares104.8M110.5K110.3M+5.64M (+5.4%)
Value$5.00B$5.25M$5.28B+$291.5M (+5.8%)

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to MMP in Q4 2022
InstitutionSharesValue% of portfolio
Westwood Holdings Group Inc.692,834$34.8M0.31%
Pathway Financial Advisers, LLC75,331$3.78M1.53%
CI Private Wealth, LLC61,419$3.08M0.01%
Epacria Capital Partners, LLC50,670$2.54M2.05%
Maryland State Retirement & Pension System49,561$2.49M0.07%
Basso Capital Management, L.P.35,435$1.78M1.91%
CFM Wealth Partners LLC31,223$1.57M0.47%
Olistico Wealth, LLC24,699$1.24M1.34%
Perigon Wealth Management, LLC19,007$954.4K0.06%
Susquehanna International Group, LLP18,884$948.2K0.00%
Mosaic Family Wealth Partners, LLC14,934$749.8K0.21%
Diversified Trust Co10,777$541.0K0.02%
RiverGlades Family Offices LLC10,412$522.8K0.48%
Silvia McColl Wealth Management, LLC10,030$503.6K0.49%
CFO4Life, L.P.9,835$493.8K0.10%
Anderson Hoagland & Co9,264$488.6K0.07%
SageView Advisory Group, LLC9,401$472.1K0.04%
AlphaStar Capital Management, LLC9,177$460.8K0.05%
Cascade Investment Group, Inc.8,900$446.9K0.47%
International Assets Investment Management, LLC262,180$446.1K0.05%
Schear Investment Advisers, LLC8,292$416.3K0.51%
Chapin Davis, Inc.8,159$409.7K0.24%
Legacy Financial Group, Inc.7,210$362.0K0.22%
Howe & Rusling Inc7,200$361.5K0.05%
IFG Advisory, LLC6,688$335.0K0.03%
Ellsworth Advisors, LLC6,024$315.0K0.12%
Pegasus Partners Ltd.5,994$301.0K0.05%
BOS Asset Management, LLC5,542$278.3K0.25%
Steel Peak Wealth Management LLC5,500$276.2K0.02%
Fidelis Capital Partners, LLC5,200$270.2K0.32%
Brookstone Capital Management4,819$253.1K0.01%
Stokes Capital Advisors, LLC5,021$252.1K0.09%
Griffin Asset Management, Inc.5,000$251.1K0.04%
FineMark National Bank & Trust4,866$244.3K0.01%
Mather Group, LLC.4,850$243.5K0.00%
Bath Savings Trust Co4,770$240.0K0.03%
Pring Turner Capital Group Inc4,721$237.0K0.26%
Beverly Hills Private Wealth, LLC4,582$230.1K0.10%
Wilbanks Smith & Thomas Asset Management LLC4,501$226.0K0.01%
Cornerstone Advisory, LLC4,436$222.7K0.04%
EP Wealth Advisors, LLC4,411$221.5K0.00%
Stratos Wealth Advisors, LLC4,395$220.7K0.02%
Pinnacle Wealth Planning Services, Inc.4,200$210.9K0.04%
Ieq Capital, LLC4,190$210.4K0.01%
Capasso Planning Partners LLC4,162$209.0K0.13%
Royal Harbor Partners, LLC4,140$207.9K0.13%
Adviser Investments LLC4,000$207.6K0.01%
LBMC Investment Advisors, LLC4,127$207.2K0.02%
Violich Capital Management, Inc.4,074$205.0K0.04%
Concentric Wealth Management, LLC4,075$204.6K0.07%
Pekin Hardy Strauss, Inc.4,065$204.1K0.03%
Cyndeo Wealth Partners, LLC4,058$203.8K0.02%
Valeo Financial Advisors, LLC4,043$203.0K0.01%
Hancock Whitney Corp4,036$203.0K0.01%
Summit Asset Management, LLC4,030$202.3K0.06%
Silver Oak Securities, Inc4,006$201.0K0.04%
Excalibur Management Corp4,000$200.8K0.10%
Bill Few Associates, Inc.4,000$200.8K0.12%
Financial Advocates Investment Management3,997$200.7K0.02%
Advisors Management Group Inc3,991$200.0K0.08%
Ellevest, Inc.3,420$171.7K0.01%
Madden Securities Corp3,400$170.7K0.09%
Chelsea Counsel Co3,382$169.8K0.08%
Affiance Financial, LLC3,168$159.1K0.06%
Armstrong Advisory Group, Inc2,369$118.9K0.02%
Glassy Mountain Advisors, Inc.2,215$111.2K0.06%
Farther Finance Advisors, LLC2,190$110.0K0.04%
Align Wealth Management, LLC1,400$66.5K0.06%
Boyd Watterson Asset Management LLC1,194$60.0K0.02%
Concord Wealth Partners984$49.4K0.01%
Lakewood Asset Management LLC900$45.0K0.04%
Phocas Financial Corp.700$35.1K0.01%
State of Wyoming692$34.7K0.01%
Accurate Wealth Management, LLC600$30.9K0.01%
CoreCap Advisors, LLC557$28.0K0.00%
MB, Levis & Associates, LLC486$24.4K0.02%
Centennial Bank475$23.9K0.01%
Truvestments Capital LLC427$21.4K0.01%
MRP Capital Investments, LLC400$20.1K0.02%
Operose Advisors LLC290$14.6K0.01%
First Command Bank250$13.0K0.00%
First Command Financial Services, Inc.250$13.0K0.00%
EWG Elevate Inc.250$12.6K0.01%
Freedom Wealth Alliance, LLC200$10.0K0.01%
Burleson & Company, LLC168$8.44K0.00%
Castleview Partners, LLC133$6.69K0.01%
Cary Street Partner Investment Advisory LLC129$6.48K0.00%
Delta Asset Management LLC125$6.28K0.00%
Colonial Trust Co125$6.28K0.00%
Community Bank, N.A.113$5.67K0.00%
Richard W. Paul & Associates, LLC106$5.32K0.00%
Coppell Advisory Solutions LLC100$5.02K0.00%
Coppell Advisory Solutions Corp.100$5.02K0.00%
Hazlett, Burt & Watson, Inc.100$5.00K0.00%
RFP Financial Group LLC72$3.61K0.00%
McIlrath & Eck, LLC69$3.46K0.00%
Baldrige Asset Management LLC50$3.00K0.00%
Syverson Strege & Co30$1.52K0.00%

Sold out (45)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of MMP in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Salient Capital Advisors, LLC836,631$39.7M
Cohen & Steers, Inc.470,898$22.4M
Vident Investment Advisory, LLC195,139$9.27M
ING Groep NV88,600$4.21M
River Road Asset Management, LLC82,158$3.90M
Allen Capital Group, LLC45,777$2.17M
Wellington Management Group LLP33,362$1.58M
Premier Fund Managers Ltd28,000$1.34M
Cbre Clarion Securities LLC25,888$1.23M
Simplex Trading, LLC15,850$753.0K
First Heartland Consultants, Inc.13,992$664.0K
True North Advisors, LLC11,644$553.0K
Abacus Planning Group, Inc.10,666$507.0K
Rodgers Brothers Inc.8,625$410.0K
Teamwork Financial Advisors, LLC8,081$384.0K
Vestcor Inc8,020$381.0K
Northern Oak Wealth Management Inc7,700$366.0K
Coastal Bridge Advisors, LLC7,200$342.0K
Partners Group Holding AG6,461$307.0K
Venture Visionary Partners LLC6,318$300.0K
Northwest & Ethical Investments L.P.6,257$297.3K
PCG Wealth Advisors, LLC6,000$286.0K
Sterling Manor Financial, LLC5,750$273.0K
Two Sigma Securities, LLC5,096$242.0K
Investment Partners, Ltd.5,000$238.0K
M Holdings Securities, Inc.4,915$234.0K
Alpha Cubed Investments, LLC4,664$222.0K
Sequoia Financial Advisors, LLC4,486$213.0K
683 Capital Management, LLC4,400$209.0K
Annapolis Financial Services, LLC2,136$101.0K
Credit Suisse AG1,995$95.0K
Axiom Investment Management LLC2,000$95.0K
Platinum Investment Management Ltd1,644$78.0K
Householder Group Estate & Retirement Specialist, LLC1,103$52.0K
Parallax Volatility Advisers, L.P.903$43.0K
O'Dell Group, LLC750$36.0K
Castle Wealth Management LLC763$36.0K
Professional Financial Advisors, LLC565$27.0K
EdgeRock Capital LLC268$13.0K
GPS Wealth Strategies Group, LLC202$10.0K
TCI Wealth Advisors, Inc.150$7.00K
Wagner Wealth Management, LLC149$7.00K
Heritage Wealth Management, LLC91$4.00K
JNBA Financial Advisors63$3.00K
Meeder Asset Management Inc1$0

Not filed for Q4 2022 yet (15)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMP in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Kore Private Wealth LLC35,235$1.67M
American Research & Management Co.15,850$753.0K
Surevest, LLC15,600$741.0K
Strategic Wealth Advisors Group, LLC10,877$517.0K
CPWM, LLC8,000$380.0K
Enhancing Capital LLC7,871$376.0K
Eaton Vance Management6,932$330.0K
American Portfolios Advisors5,727$272.1K
Wipfli Financial Advisors LLC,1,600$76.0K
FourThought Financial, LLC1,489$71.0K
Corsicana & Co.620$29.0K
Pacific Center for Financial Services275$13.0K
Monolith Advisors196$9.00K
Covington Capital Management125$6.00K
Strategic Asset Management, LLC116$6.00K