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 2022
Institutional positions in Magellan Midstream Partners, L.P. as of Dec 31, 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
- 629
- +53 vs. Q3 2022
- Shares held
- 110.3M
- +5.64M (+5.4%) vs. Q3 2022
- Total value
- $5.28B
- +$291.5M (+5.8%) vs. Q3 2022
- New holders
- 98
- 183 more added
- Sold out
- 45
- 158 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Capital Management | 1,550 | $78.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,525 | $79.0K | 0.01% | +3+0.2% | Added |
| Godsey & Gibb Associates | 1,700 | $85.4K | 0.02% | +1,100+183.3% | Added |
| Whittier Trust Co | 1,704 | $85.5K | 0.00% | +6+0.4% | Added |
| Harbour Investments, Inc. | 1,706 | $85.7K | 0.01% | −200−10.5% | Reduced |
| Global Retirement Partners, LLC | 1,815 | $91.1K | 0.01% | +490+37.0% | Added |
| Trustcore Financial Services, LLC | 1,824 | $91.6K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,943 | $97.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,021 | $101.0K | 0.01% | −100−4.7% | Reduced |
| Glassman Wealth Services | 2,095 | $105.2K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,111 | $106.0K | 0.03% | +839+66.0% | Added |
| Carmichael Hill & Associates, Inc. | 2,160 | $108.5K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,190 | $110.0K | 0.04% | +2,190 | New |
| Hexagon Capital Partners LLC | 2,196 | $110.3K | 0.03% | +12+0.5% | Added |
| Zullo Investment Group, Inc. | 2,200 | $110.5K | 0.07% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 2,215 | $111.2K | 0.06% | +2,215 | New |
| Tower Research Capital LLC (TRC) | 2,222 | $112.0K | 0.00% | +1,540+225.8% | Added |
| Pinnacle Bancorp, Inc. | 2,290 | $115.0K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,369 | $118.9K | 0.02% | +2,369 | New |
| Old North State Trust, LLC | 2,371 | $119.0K | 0.08% | +371+18.6% | Added |
| North Star Investment Management Corp. | 2,470 | $124.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,514 | $126.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,544 | $127.7K | 0.01% | −300−10.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,600 | $130.5K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,676 | $134.0K | 0.01% | −327−10.9% | Reduced |
| M&R Capital Management Inc | 2,725 | $136.8K | 0.04% | −200−6.8% | Reduced |
| Gradient Investments LLC | 2,755 | $138.3K | 0.00% | +2,055+293.6% | Added |
| BerganKDV Wealth Management, LLC | 2,789 | $140.0K | 0.02% | +9+0.3% | Added |
| Gables Capital Management Inc. | 2,800 | $140.6K | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,991 | $149.2K | 0.00% | −1,833−38.0% | Reduced |
| Affiance Financial, LLC | 3,168 | $159.1K | 0.06% | +3,168 | New |
| Chelsea Counsel Co | 3,382 | $169.8K | 0.08% | +3,382 | New |
| Madden Securities Corp | 3,400 | $170.7K | 0.09% | +3,400 | New |
| Ellevest, Inc. | 3,420 | $171.7K | 0.01% | +3,420 | New |
| Brown Brothers Harriman & Co | 3,519 | $176.7K | 0.00% | −748−17.5% | Reduced |
| Washington Trust Co | 3,753 | $188.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,870 | $194.3K | 0.03% | −15−0.4% | Reduced |
| Advisors Management Group Inc | 3,991 | $200.0K | 0.08% | +3,991 | New |
| Financial Advocates Investment Management | 3,997 | $200.7K | 0.02% | +3,997 | New |
| Bedel Financial Consulting, Inc. | 4,000 | $200.8K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,000 | $200.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,000 | $200.8K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,000 | $200.8K | 0.10% | +4,000 | New |
| Bill Few Associates, Inc. | 4,000 | $200.8K | 0.12% | +4,000 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,000 | $201.0K | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,006 | $201.0K | 0.04% | +4,006 | New |
| Summit Asset Management, LLC | 4,030 | $202.3K | 0.06% | +4,030 | New |
| Hancock Whitney Corp | 4,036 | $203.0K | 0.01% | +4,036 | New |
| Valeo Financial Advisors, LLC | 4,043 | $203.0K | 0.01% | +4,043 | New |
| Gamble Jones Investment Counsel | 4,050 | $203.3K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,051 | $203.4K | 0.00% | −51,019−92.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,058 | $203.8K | 0.02% | +4,058 | New |
| Pekin Hardy Strauss, Inc. | 4,065 | $204.1K | 0.03% | +4,065 | New |
| Concentric Wealth Management, LLC | 4,075 | $204.6K | 0.07% | +4,075 | New |
| Violich Capital Management, Inc. | 4,074 | $205.0K | 0.04% | +4,074 | New |
| LBMC Investment Advisors, LLC | 4,127 | $207.2K | 0.02% | +4,127 | New |
| Pathstone Family Office, LLC | 29,947 | $207.5K | 0.00% | −5,850−16.3% | Reduced |
| Adviser Investments LLC | 4,000 | $207.6K | 0.01% | +4,000 | New |
| Royal Harbor Partners, LLC | 4,140 | $207.9K | 0.13% | +4,140 | New |
| Capasso Planning Partners LLC | 4,162 | $209.0K | 0.13% | +4,162 | New |
| Ieq Capital, LLC | 4,190 | $210.4K | 0.01% | +4,190 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,200 | $210.9K | 0.04% | +4,200 | New |
| FirstPurpose Wealth LLC | 4,225 | $212.1K | 0.12% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 4,282 | $215.0K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,285 | $215.2K | 0.01% | +54+1.3% | Added |
| Evanson Asset Management, LLC | 4,289 | $215.3K | 0.02% | +16+0.4% | Added |
| S.E.E.D. Planning Group LLC | 4,308 | $216.3K | 0.09% | +20.0% | Added |
| Stratos Wealth Advisors, LLC | 4,395 | $220.7K | 0.02% | +4,395 | New |
| EP Wealth Advisors, LLC | 4,411 | $221.5K | 0.00% | +4,411 | New |
| Cornerstone Advisory, LLC | 4,436 | $222.7K | 0.04% | +4,436 | New |
| Integrated Wealth Concepts LLC | 4,438 | $223.0K | 0.01% | −39−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,444 | $223.0K | 0.02% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 4,447 | $223.3K | 0.09% | −3,088−41.0% | Reduced |
| Parkside Financial Bank & Trust | 4,452 | $223.5K | 0.06% | +1,092+32.5% | Added |
| Ronald Blue Trust, Inc. | 4,722 | $224.0K | 0.00% | −91−1.9% | Reduced |
| Arcus Capital Partners, LLC | 4,470 | $224.4K | 0.09% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 4,492 | $225.5K | 0.08% | +7+0.2% | Added |
| Clarkston Capital Partners, LLC | 4,500 | $225.9K | 0.00% | −1,000−18.2% | Reduced |
| Trustmark National Bank Trust Department | 4,500 | $225.9K | 0.02% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 4,500 | $225.9K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,501 | $226.0K | 0.01% | +4,501 | New |
| Greenwich Investment Management, Inc. | 4,550 | $228.0K | 0.18% | −350−7.1% | Reduced |
| Sippican Capital Advisors | 4,575 | $230.0K | 0.22% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,582 | $230.1K | 0.10% | +4,582 | New |
| Firestone Capital Management | 4,587 | $230.3K | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 4,596 | $230.8K | 0.05% | +20+0.4% | Added |
| Parallel Advisors, LLC | 4,641 | $233.0K | 0.01% | +1,261+37.3% | Added |
| Saxon Interests, Inc. | 4,495 | $233.5K | 0.13% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 4,700 | $236.0K | 0.06% | −1,450−23.6% | Reduced |
| Stillwater Capital Advisors, LLC | 4,710 | $236.5K | 0.05% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 4,721 | $237.0K | 0.26% | +4,721 | New |
| Stonebridge Capital Advisors LLC | 4,725 | $237.2K | 0.03% | −197−4.0% | Reduced |
| Ironwood Investment Counsel, LLC | 4,750 | $238.4K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,750 | $238.5K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,759 | $239.0K | 0.05% | +264+5.9% | Added |
| Marcum Wealth, LLC | 4,776 | $239.8K | 0.03% | −835−14.9% | Reduced |
| Bath Savings Trust Co | 4,770 | $240.0K | 0.03% | +4,770 | New |
| Mather Group, LLC. | 4,850 | $243.5K | 0.00% | +4,850 | New |
| Conning Inc. | 4,859 | $244.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,866 | $244.3K | 0.01% | +4,866 | New |