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 |
|---|---|---|---|---|---|
| CFO4Life, L.P. | 9,835 | $493.8K | 0.10% | +9,835 | New |
| Anderson Hoagland & Co | 9,264 | $488.6K | 0.07% | +9,264 | New |
| Arkfeld Wealth Strategies, L.L.C. | 9,450 | $486.0K | 0.32% | −2,215−19.0% | Reduced |
| Gofen & Glossberg LLC | 9,676 | $486.0K | 0.01% | −500−4.9% | Reduced |
| Meixler Investment Management, Ltd. | 9,675 | $485.8K | 0.49% | −7,175−42.6% | Reduced |
| Coastline Trust Co | 9,655 | $484.8K | 0.07% | +500+5.5% | Added |
| Merit Financial Group, LLC | 9,646 | $484.3K | 0.02% | +284+3.0% | Added |
| SageView Advisory Group, LLC | 9,401 | $472.1K | 0.04% | +9,401 | New |
| Western Wealth Management, LLC | 9,366 | $470.3K | 0.05% | −4,265−31.3% | Reduced |
| Raymond James Trust N.A. | 9,362 | $470.0K | 0.02% | −1,956−17.3% | Reduced |
| Morton Capital Management LLC | 9,294 | $466.7K | 0.18% | +113+1.2% | Added |
| Essex Financial Services, Inc. | 9,300 | $466.0K | 0.05% | +1,681+22.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,215 | $462.7K | 0.21% | −472−4.9% | Reduced |
| Rhumbline Advisers | 9,175 | $461.0K | 0.00% | +2,800+43.9% | Added |
| AlphaStar Capital Management, LLC | 9,177 | $460.8K | 0.05% | +9,177 | New |
| Lincoln National Corp | 8,968 | $450.3K | 0.01% | +984+12.3% | Added |
| Trellis Advisors, LLC | 8,922 | $448.0K | 0.23% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 8,900 | $446.9K | 0.47% | +8,900 | New |
| International Assets Investment Management, LLC | 262,180 | $446.1K | 0.05% | +262,180 | New |
| Dearborn Partners LLC | 8,870 | $445.4K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 8,773 | $440.5K | 0.06% | −25−0.3% | Reduced |
| Belpointe Asset Management LLC | 8,767 | $440.2K | 0.03% | −563−6.0% | Reduced |
| Archer Investment Corp | 8,600 | $431.8K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,522 | $427.9K | 0.02% | −482−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,437 | $423.6K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 8,357 | $419.6K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 8,306 | $417.0K | 0.04% | −60−0.7% | Reduced |
| Schear Investment Advisers, LLC | 8,292 | $416.3K | 0.51% | +8,292 | New |
| Sage Mountain Advisors LLC | 8,262 | $414.8K | 0.09% | +1,400+20.4% | Added |
| Boston Financial Mangement LLC | 8,215 | $412.5K | 0.02% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 8,159 | $409.7K | 0.24% | +8,159 | New |
| Kaizen Financial Strategies | 7,698 | $406.7K | 0.40% | −71−0.9% | Reduced |
| SignalPoint Asset Management, LLC | 8,020 | $403.0K | 0.14% | −415−4.9% | Reduced |
| SEI Investments Co | 8,022 | $402.8K | 0.00% | −1,872−18.9% | Reduced |
| Geode Capital Management, LLC | 8,026 | $402.0K | 0.00% | −200−2.4% | Reduced |
| Vaughan & Co Securities, Inc. | 7,990 | $401.2K | 0.32% | −434−5.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,989 | $401.1K | 0.02% | +326+4.3% | Added |
| Donaldson Capital Management, LLC | 7,965 | $399.9K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,925 | $397.9K | 0.02% | +5,953+301.9% | Added |
| Chicago Capital, LLC | 7,828 | $393.0K | 0.02% | −550−6.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,724 | $387.8K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,612 | $382.2K | 0.15% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 7,594 | $381.3K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 7,580 | $380.6K | 0.04% | −200−2.6% | Reduced |
| Good Life Advisors, LLC | 7,570 | $380.1K | 0.05% | +106+1.4% | Added |
| Mutual Advisors, LLC | 7,532 | $378.2K | 0.02% | +284+3.9% | Added |
| Oliver Luxxe Assets LLC | 7,500 | $376.6K | 0.11% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,482 | $376.0K | 0.04% | +710+10.5% | Added |
| Pasadena Private Wealth, LLC | 7,400 | $371.6K | 0.11% | −42−0.6% | Reduced |
| ELCO Management Co., LLC | 7,394 | $371.3K | 0.28% | 00.0% | Unchanged |
| Grassi Investment Management | 7,300 | $367.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 7,285 | $366.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 7,276 | $365.3K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,210 | $362.0K | 0.22% | +7,210 | New |
| Howe & Rusling Inc | 7,200 | $361.5K | 0.05% | +7,200 | New |
| Signature Wealth Management Partners, LLC | 7,053 | $354.1K | 0.35% | +135+2.0% | Added |
| Fiduciary Trust Co | 6,972 | $350.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,600 | $346.6K | 0.05% | +600+10.0% | Added |
| RDA Financial Network | 6,853 | $344.1K | 0.17% | −853−11.1% | Reduced |
| Advisory Services Network, LLC | 6,753 | $339.1K | 0.01% | +598+9.7% | Added |
| Selective Wealth Management, Inc. | 6,325 | $335.0K | 0.18% | −1,050−14.2% | Reduced |
| IFG Advisory, LLC | 6,688 | $335.0K | 0.03% | +6,688 | New |
| Haverford Trust Co | 6,650 | $333.9K | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 6,556 | $329.0K | 0.03% | +33+0.5% | Added |
| Sanders Morris Harris LLC | 6,550 | $328.9K | 0.12% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,490 | $325.9K | 0.21% | +795+14.0% | Added |
| Bank of Montreal | 6,475 | $325.7K | 0.00% | −92,002−93.4% | Reduced |
| Aevitas Wealth Management, Inc. | 6,438 | $323.2K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,400 | $321.4K | 0.05% | −1,120−14.9% | Reduced |
| Lee Financial Co | 6,358 | $319.2K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,321 | $317.4K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 6,293 | $316.0K | 0.06% | −613−8.9% | Reduced |
| Fifth Third Bancorp | 6,275 | $315.1K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 6,024 | $315.0K | 0.12% | +6,024 | New |
| Almanack Investment Partners, LLC. | 6,200 | $311.3K | 0.07% | −6,200−50.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,193 | $311.0K | 0.08% | +544+9.6% | Added |
| Concorde Asset Management, LLC | 6,189 | $310.8K | 0.28% | +115+1.9% | Added |
| Capital Investment Advisory Services, LLC | 6,145 | $308.5K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,144 | $308.5K | 0.08% | 00.0% | Unchanged |
| Holderness Investments Co | 6,050 | $303.8K | 0.13% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,044 | $303.0K | 0.03% | +499+9.0% | Added |
| HM Payson & Co | 6,022 | $302.4K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,994 | $301.0K | 0.05% | +5,994 | New |
| Brighton Jones LLC | 5,976 | $300.0K | 0.02% | +118+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 5,958 | $299.2K | 0.11% | +1,133+23.5% | Added |
| Evermay Wealth Management LLC | 5,912 | $296.8K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,908 | $296.6K | 0.02% | +59+1.0% | Added |
| Covenant Asset Management, LLC | 5,895 | $296.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,841 | $293.3K | 0.01% | +1,296+28.5% | Added |
| Fayez Sarofim & Co | 5,776 | $290.0K | 0.00% | 00.0% | Unchanged |
| V2 Financial group LLC | 5,732 | $287.8K | 0.23% | +6+0.1% | Added |
| BCJ Capital Management, LLC | 5,726 | $287.5K | 0.03% | +935+19.5% | Added |
| Davis R M Inc | 5,636 | $283.0K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,622 | $282.3K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,574 | $279.9K | 0.00% | −3,131−36.0% | Reduced |
| BOS Asset Management, LLC | 5,542 | $278.3K | 0.25% | +5,542 | New |
| Evercore Wealth Management, LLC | 5,530 | $277.7K | 0.01% | −100−1.8% | Reduced |
| 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 |
| Redhawk Wealth Advisors, Inc. | 5,465 | $274.4K | 0.11% | 00.0% | Unchanged |