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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 5,000 | $251.1K | 0.14% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,000 | $251.1K | 0.16% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 5,000 | $251.1K | 0.04% | +5,000 | New |
| Princeton Global Asset Management LLC | 5,020 | $252.0K | 0.08% | −392−7.2% | Reduced |
| KMG Fiduciary Partners, LLC | 5,020 | $252.1K | 0.04% | +165+3.4% | Added |
| Stokes Capital Advisors, LLC | 5,021 | $252.1K | 0.09% | +5,021 | New |
| Naples Global Advisors, LLC | 5,035 | $252.8K | 0.03% | −900−15.2% | Reduced |
| Brookstone Capital Management | 4,819 | $253.1K | 0.01% | +4,819 | New |
| Central Trust Co | 5,065 | $254.3K | 0.01% | −1,600−24.0% | Reduced |
| PrairieView Partners, LLC | 5,100 | $256.0K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 5,124 | $257.3K | 0.04% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,125 | $257.3K | 0.02% | −5,980−53.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,152 | $258.7K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,150 | $259.0K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 5,196 | $260.9K | 0.01% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,200 | $261.1K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,222 | $262.2K | 0.01% | −85−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 5,250 | $263.6K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 5,274 | $264.8K | 0.00% | −1,613−23.4% | Reduced |
| Quad-Cities Investment Group, LLC | 5,281 | $265.1K | 0.20% | +15+0.3% | Added |
| Resources Investment Advisors, LLC. | 5,288 | $265.5K | 0.01% | +29+0.6% | Added |
| Bogart Wealth, LLC | 5,290 | $265.6K | 0.02% | −5−0.1% | Reduced |
| Cambridge Trust Co | 5,300 | $266.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,315 | $266.9K | 0.01% | +1,015+23.6% | Added |
| ERTS Wealth Advisors, LLC | 5,375 | $269.9K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,200 | $270.2K | 0.32% | +5,200 | New |
| Inscription Capital, LLC | 5,400 | $271.1K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5,433 | $273.0K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,465 | $274.4K | 0.11% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,500 | $276.2K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,500 | $276.2K | 0.02% | +5,500 | New |
| Evercore Wealth Management, LLC | 5,530 | $277.7K | 0.01% | −100−1.8% | Reduced |
| BOS Asset Management, LLC | 5,542 | $278.3K | 0.25% | +5,542 | New |
| CIBC Asset Management Inc | 5,574 | $279.9K | 0.00% | −3,131−36.0% | Reduced |
| Welch & Forbes LLC | 5,622 | $282.3K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 5,636 | $283.0K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,726 | $287.5K | 0.03% | +935+19.5% | Added |
| V2 Financial group LLC | 5,732 | $287.8K | 0.23% | +6+0.1% | Added |
| Fayez Sarofim & Co | 5,776 | $290.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,841 | $293.3K | 0.01% | +1,296+28.5% | Added |
| Covenant Asset Management, LLC | 5,895 | $296.0K | 0.11% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,908 | $296.6K | 0.02% | +59+1.0% | Added |
| Evermay Wealth Management LLC | 5,912 | $296.8K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 5,958 | $299.2K | 0.11% | +1,133+23.5% | Added |
| Brighton Jones LLC | 5,976 | $300.0K | 0.02% | +118+2.0% | Added |
| Pegasus Partners Ltd. | 5,994 | $301.0K | 0.05% | +5,994 | New |
| HM Payson & Co | 6,022 | $302.4K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,044 | $303.0K | 0.03% | +499+9.0% | Added |
| Holderness Investments Co | 6,050 | $303.8K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,144 | $308.5K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,145 | $308.5K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,189 | $310.8K | 0.28% | +115+1.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,193 | $311.0K | 0.08% | +544+9.6% | Added |
| Almanack Investment Partners, LLC. | 6,200 | $311.3K | 0.07% | −6,200−50.0% | Reduced |
| Ellsworth Advisors, LLC | 6,024 | $315.0K | 0.12% | +6,024 | New |
| Fifth Third Bancorp | 6,275 | $315.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 6,293 | $316.0K | 0.06% | −613−8.9% | Reduced |
| BancorpSouth Bank | 6,321 | $317.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 6,358 | $319.2K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,400 | $321.4K | 0.05% | −1,120−14.9% | Reduced |
| Aevitas Wealth Management, Inc. | 6,438 | $323.2K | 0.19% | 00.0% | Unchanged |
| Bank of Montreal | 6,475 | $325.7K | 0.00% | −92,002−93.4% | Reduced |
| Colonial River Wealth Management, LLC | 6,490 | $325.9K | 0.21% | +795+14.0% | Added |
| Sanders Morris Harris LLC | 6,550 | $328.9K | 0.12% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 6,556 | $329.0K | 0.03% | +33+0.5% | Added |
| Haverford Trust Co | 6,650 | $333.9K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,688 | $335.0K | 0.03% | +6,688 | New |
| Selective Wealth Management, Inc. | 6,325 | $335.0K | 0.18% | −1,050−14.2% | Reduced |
| Advisory Services Network, LLC | 6,753 | $339.1K | 0.01% | +598+9.7% | Added |
| RDA Financial Network | 6,853 | $344.1K | 0.17% | −853−11.1% | Reduced |
| Wedmont Private Capital | 6,600 | $346.6K | 0.05% | +600+10.0% | Added |
| Fiduciary Trust Co | 6,972 | $350.1K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 7,053 | $354.1K | 0.35% | +135+2.0% | Added |
| Howe & Rusling Inc | 7,200 | $361.5K | 0.05% | +7,200 | New |
| Legacy Financial Group, Inc. | 7,210 | $362.0K | 0.22% | +7,210 | New |
| Crescent Grove Advisors, LLC | 7,276 | $365.3K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 7,285 | $366.0K | 0.06% | 00.0% | Unchanged |
| Grassi Investment Management | 7,300 | $367.0K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,394 | $371.3K | 0.28% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 7,400 | $371.6K | 0.11% | −42−0.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,482 | $376.0K | 0.04% | +710+10.5% | Added |
| Oliver Luxxe Assets LLC | 7,500 | $376.6K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,532 | $378.2K | 0.02% | +284+3.9% | Added |
| Good Life Advisors, LLC | 7,570 | $380.1K | 0.05% | +106+1.4% | Added |
| Albion Financial Group | 7,580 | $380.6K | 0.04% | −200−2.6% | Reduced |
| Spears Abacus Advisors LLC | 7,594 | $381.3K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,612 | $382.2K | 0.15% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,724 | $387.8K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,828 | $393.0K | 0.02% | −550−6.6% | Reduced |
| Money Concepts Capital Corp | 7,925 | $397.9K | 0.02% | +5,953+301.9% | Added |
| Donaldson Capital Management, LLC | 7,965 | $399.9K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,989 | $401.1K | 0.02% | +326+4.3% | Added |
| Vaughan & Co Securities, Inc. | 7,990 | $401.2K | 0.32% | −434−5.2% | Reduced |
| Geode Capital Management, LLC | 8,026 | $402.0K | 0.00% | −200−2.4% | Reduced |
| SEI Investments Co | 8,022 | $402.8K | 0.00% | −1,872−18.9% | Reduced |
| SignalPoint Asset Management, LLC | 8,020 | $403.0K | 0.14% | −415−4.9% | Reduced |
| Kaizen Financial Strategies | 7,698 | $406.7K | 0.40% | −71−0.9% | Reduced |
| Chapin Davis, Inc. | 8,159 | $409.7K | 0.24% | +8,159 | New |
| Boston Financial Mangement LLC | 8,215 | $412.5K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8,262 | $414.8K | 0.09% | +1,400+20.4% | Added |