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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5,433 | $273.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,400 | $271.1K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,200 | $270.2K | 0.32% | +5,200 | New |
| ERTS Wealth Advisors, LLC | 5,375 | $269.9K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,315 | $266.9K | 0.01% | +1,015+23.6% | Added |
| Cambridge Trust Co | 5,300 | $266.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,290 | $265.6K | 0.02% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,288 | $265.5K | 0.01% | +29+0.6% | Added |
| Quad-Cities Investment Group, LLC | 5,281 | $265.1K | 0.20% | +15+0.3% | Added |
| Allworth Financial LP | 5,274 | $264.8K | 0.00% | −1,613−23.4% | Reduced |
| Kavar Capital Partners Group, LLC | 5,250 | $263.6K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,222 | $262.2K | 0.01% | −85−1.6% | Reduced |
| Adell Harriman & Carpenter Inc | 5,200 | $261.1K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 5,196 | $260.9K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,150 | $259.0K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,152 | $258.7K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,125 | $257.3K | 0.02% | −5,980−53.8% | Reduced |
| Laird Norton Trust Company, LLC | 5,124 | $257.3K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5,100 | $256.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 5,065 | $254.3K | 0.01% | −1,600−24.0% | Reduced |
| Brookstone Capital Management | 4,819 | $253.1K | 0.01% | +4,819 | New |
| Naples Global Advisors, LLC | 5,035 | $252.8K | 0.03% | −900−15.2% | Reduced |
| Stokes Capital Advisors, LLC | 5,021 | $252.1K | 0.09% | +5,021 | New |
| KMG Fiduciary Partners, LLC | 5,020 | $252.1K | 0.04% | +165+3.4% | Added |
| Princeton Global Asset Management LLC | 5,020 | $252.0K | 0.08% | −392−7.2% | Reduced |
| 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 |
| FineMark National Bank & Trust | 4,866 | $244.3K | 0.01% | +4,866 | New |
| Conning Inc. | 4,859 | $244.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,850 | $243.5K | 0.00% | +4,850 | New |
| Bath Savings Trust Co | 4,770 | $240.0K | 0.03% | +4,770 | New |
| Marcum Wealth, LLC | 4,776 | $239.8K | 0.03% | −835−14.9% | Reduced |
| Certified Advisory Corp | 4,759 | $239.0K | 0.05% | +264+5.9% | Added |
| Bridges Investment Management Inc | 4,750 | $238.5K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,750 | $238.4K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,725 | $237.2K | 0.03% | −197−4.0% | Reduced |
| Pring Turner Capital Group Inc | 4,721 | $237.0K | 0.26% | +4,721 | New |
| Stillwater Capital Advisors, LLC | 4,710 | $236.5K | 0.05% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 4,700 | $236.0K | 0.06% | −1,450−23.6% | Reduced |
| Saxon Interests, Inc. | 4,495 | $233.5K | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,641 | $233.0K | 0.01% | +1,261+37.3% | Added |
| GYL Financial Synergies, LLC | 4,596 | $230.8K | 0.05% | +20+0.4% | Added |
| Firestone Capital Management | 4,587 | $230.3K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,582 | $230.1K | 0.10% | +4,582 | New |
| Sippican Capital Advisors | 4,575 | $230.0K | 0.22% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 4,550 | $228.0K | 0.18% | −350−7.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,501 | $226.0K | 0.01% | +4,501 | New |
| 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 |
| Levy Wealth Management Group, LLC | 4,492 | $225.5K | 0.08% | +7+0.2% | Added |
| Arcus Capital Partners, LLC | 4,470 | $224.4K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,722 | $224.0K | 0.00% | −91−1.9% | Reduced |
| Parkside Financial Bank & Trust | 4,452 | $223.5K | 0.06% | +1,092+32.5% | Added |
| Trinity Legacy Partners, LLC | 4,447 | $223.3K | 0.09% | −3,088−41.0% | Reduced |
| 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 |
| Cornerstone Advisory, LLC | 4,436 | $222.7K | 0.04% | +4,436 | New |
| EP Wealth Advisors, LLC | 4,411 | $221.5K | 0.00% | +4,411 | New |
| Stratos Wealth Advisors, LLC | 4,395 | $220.7K | 0.02% | +4,395 | New |
| S.E.E.D. Planning Group LLC | 4,308 | $216.3K | 0.09% | +20.0% | Added |
| Evanson Asset Management, LLC | 4,289 | $215.3K | 0.02% | +16+0.4% | Added |
| IHT Wealth Management, LLC | 4,285 | $215.2K | 0.01% | +54+1.3% | Added |
| B&D White Capital Company, LLC | 4,282 | $215.0K | 0.08% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 4,225 | $212.1K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,200 | $210.9K | 0.04% | +4,200 | New |
| Ieq Capital, LLC | 4,190 | $210.4K | 0.01% | +4,190 | New |
| Capasso Planning Partners LLC | 4,162 | $209.0K | 0.13% | +4,162 | New |
| Royal Harbor Partners, LLC | 4,140 | $207.9K | 0.13% | +4,140 | New |
| Adviser Investments LLC | 4,000 | $207.6K | 0.01% | +4,000 | New |
| Pathstone Family Office, LLC | 29,947 | $207.5K | 0.00% | −5,850−16.3% | Reduced |
| LBMC Investment Advisors, LLC | 4,127 | $207.2K | 0.02% | +4,127 | New |
| Violich Capital Management, Inc. | 4,074 | $205.0K | 0.04% | +4,074 | New |
| Concentric Wealth Management, LLC | 4,075 | $204.6K | 0.07% | +4,075 | New |
| Pekin Hardy Strauss, Inc. | 4,065 | $204.1K | 0.03% | +4,065 | New |
| Cyndeo Wealth Partners, LLC | 4,058 | $203.8K | 0.02% | +4,058 | New |
| Citadel Advisors LLC | 4,051 | $203.4K | 0.00% | −51,019−92.6% | Reduced |
| Gamble Jones Investment Counsel | 4,050 | $203.3K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,043 | $203.0K | 0.01% | +4,043 | New |
| Hancock Whitney Corp | 4,036 | $203.0K | 0.01% | +4,036 | New |
| Summit Asset Management, LLC | 4,030 | $202.3K | 0.06% | +4,030 | 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 |
| 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 |
| Financial Advocates Investment Management | 3,997 | $200.7K | 0.02% | +3,997 | New |
| Advisors Management Group Inc | 3,991 | $200.0K | 0.08% | +3,991 | New |
| Anchor Investment Management, LLC | 3,870 | $194.3K | 0.03% | −15−0.4% | Reduced |
| Washington Trust Co | 3,753 | $188.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,519 | $176.7K | 0.00% | −748−17.5% | Reduced |
| Ellevest, Inc. | 3,420 | $171.7K | 0.01% | +3,420 | New |
| Madden Securities Corp | 3,400 | $170.7K | 0.09% | +3,400 | New |
| Chelsea Counsel Co | 3,382 | $169.8K | 0.08% | +3,382 | New |
| Affiance Financial, LLC | 3,168 | $159.1K | 0.06% | +3,168 | New |
| HSBC Holdings PLC | 2,991 | $149.2K | 0.00% | −1,833−38.0% | Reduced |
| Gables Capital Management Inc. | 2,800 | $140.6K | 0.10% | 00.0% | Unchanged |