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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.

Q1 2023 vs. Q4 2022

How the institutions holding Magellan Midstream Partners, L.P. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of MMP: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders62915619+5
Shares110.3M230.8K106.1M−3.98M (−3.6%)
Value$5.28B$11.3M$5.82B+$546.4M (+10.4%)

15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to MMP in Q1 2023
InstitutionSharesValue% of portfolio
Berkley W R Corp650,000$35.3M2.24%
Icon Wealth Partners, LLC71,732$3.89M0.42%
Allen Capital Group, LLC42,832$2.32M0.44%
Aurora Investment Counsel33,640$1.83M1.19%
Fairholme Capital Management LLC28,600$1.55M0.13%
Grey Street Capital, LLC21,918$1.19M0.84%
ProShare Advisors LLC19,446$1.06M0.00%
FORA Capital, LLC17,877$970.0K0.10%
Credential Qtrade Securities Inc.13,900$754.2K0.05%
True North Advisors, LLC11,644$631.8K0.19%
Cannell Peter B & Co Inc11,100$602.3K0.02%
Pinnacle West Asset Management, Inc.10,613$576.0K0.60%
Vanguard Group Inc10,234$555.3K0.00%
XTX Topco Ltd7,842$425.5K0.09%
Kapitalo Investimentos Ltda7,587$411.7K0.14%
Level Four Advisory Services, LLC7,494$406.6K0.03%
HBK Sorce Advisory LLC7,335$398.0K0.02%
Cypress Wealth Services, LLC6,586$357.4K0.10%
Caldwell Sutter Capital, Inc.5,720$310.4K0.23%
CWA Asset Management Group, LLC5,667$307.5K0.02%
TCG Advisory Services, LLC5,550$301.2K0.06%
Private Wealth Partners, LLC5,469$296.7K0.03%
Claro Advisors LLC5,337$289.6K0.09%
Sound View Wealth Advisors Group, LLC5,250$284.9K0.04%
Sawtooth Solutions, LLC5,192$281.7K0.01%
Retirement Investment Advisors, Inc.4,936$267.8K0.05%
Lido Advisors, LLC4,602$249.7K0.00%
MONECO Advisors, LLC4,536$246.1K0.07%
Howland Capital Management LLC4,410$239.3K0.01%
Oxford Financial Group Ltd4,315$234.1K0.03%
Claybrook Capital, LLC4,150$225.2K0.13%
Aptus Capital Advisors, LLC4,005$217.3K0.01%
Golden State Equity Partners3,994$216.7K0.12%
Freestone Capital Holdings, LLC3,988$216.4K0.01%
Rede Wealth, LLC3,981$216.0K0.11%
Arrow Investment Advisors, LLC3,958$214.8K0.16%
Heirloom Wealth Management3,881$210.6K0.10%
BSW Wealth Partners3,834$208.1K0.04%
Country Club Bank3,756$204.1K0.02%
Northeast Investment Management3,757$203.9K0.01%
BDO Wealth Advisors, LLC2,474$134.2K0.02%
Crewe Advisors LLC1,850$100.4K0.01%
GoalVest Advisory LLC1,155$62.7K0.04%
Householder Group Estate & Retirement Specialist, LLC1,116$61.0K0.02%
ICA Group Wealth Management, LLC1,000$54.3K0.01%
Penserra Capital Management LLC890$48.0K0.00%
Baker Avenue Asset Management, LP600$32.6K0.00%
Register Financial Advisors LLC500$27.1K0.02%
Resources Management Corp1,180$18.0K0.00%
Sunbelt Securities, Inc.305$16.6K0.00%
Ridgewood Investments LLC290$15.7K0.01%
Cascade Investment Advisors, Inc.275$14.9K0.01%
Pacific Center for Financial Services275$14.9K0.01%
GPS Wealth Strategies Group, LLC202$11.0K0.00%
WealthPLAN Partners, LLC200$10.9K0.00%
Cape Investment Advisory, Inc.115$6.24K0.00%
Fortis Capital Advisors, LLC65$3.53K0.00%
Venturi Wealth Management, LLC47$2.55K0.00%
Sofos Investments, Inc.300$160.00%

Sold out (54)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of MMP in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Jump Financial, LLC81,437$4.09M
Tiedemann Advisors, LLC77,601$3.90M
Beacon Pointe Advisors, LLC77,406$3.89M
HRT Financial LP54,938$2.76M
Walleye Trading LLC34,710$1.74M
CFM Wealth Partners LLC31,223$1.57M
Victory Capital Management Inc23,099$1.16M
Spinnaker Trust19,700$989.0K
Keel Point, LLC16,000$803.4K
Wolverine Trading, LLC11,120$558.0K
Arlington Partners LLC10,246$514.5K
Merit Financial Group, LLC9,646$484.3K
Rhumbline Advisers9,175$461.0K
AlphaStar Capital Management, LLC9,177$460.8K
International Assets Investment Management, LLC262,180$446.1K
Chapin Davis, Inc.8,159$409.7K
Money Concepts Capital Corp7,925$397.9K
Oliver Luxxe Assets LLC7,500$376.6K
Sanders Morris Harris LLC6,550$328.9K
Ellsworth Advisors, LLC6,024$315.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors6,193$311.0K
Concorde Asset Management, LLC6,189$310.8K
CIBC Asset Management Inc5,574$279.9K
Steel Peak Wealth Management LLC5,500$276.2K
Redhawk Wealth Advisors, Inc.5,465$274.4K
CBIZ Investment Advisory Services, LLC5,000$251.1K
Mather Group, LLC.4,850$243.5K
Bath Savings Trust Co4,770$240.0K
FirstPurpose Wealth LLC4,225$212.1K
Madden Securities Corp3,400$170.7K
Affiance Financial, LLC3,168$159.1K
Glassy Mountain Advisors, Inc.2,215$111.2K
Zullo Investment Group, Inc.2,200$110.5K
Laffer Tengler Investments2,111$106.0K
Aua Capital Management, LLC1,436$72.1K
Sierra Capital LLC1,108$56.0K
Atwood & Palmer Inc1,050$52.7K
Lakewood Asset Management LLC900$45.0K
Phocas Financial Corp.700$35.1K
Accurate Wealth Management, LLC600$30.9K
Clearview Wealth Advisors LLC608$30.5K
Truvestments Capital LLC427$21.4K
Clear Street Markets LLC400$20.0K
IMA Wealth, Inc.346$17.4K
Operose Advisors LLC290$14.6K
Clearstead Advisors, LLC278$14.0K
EWG Elevate Inc.250$12.6K
Freedom Wealth Alliance, LLC200$10.0K
Exchange Traded Concepts, LLC148$7.43K
Colonial Trust Co125$6.28K
Community Bank, N.A.113$5.67K
Coppell Advisory Solutions LLC100$5.02K
Coppell Advisory Solutions Corp.100$5.02K
McIlrath & Eck, LLC69$3.46K

Not filed for Q1 2023 yet (15)

Institutions that held Magellan Midstream Partners, L.P. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMP in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Lehman & Derafelo Financial Resources LLC109,054$5.48M
Icon Wealth Advisors, LLC68,363$3.43M
CFO4Life, L.P.9,835$493.8K
Gofen & Glossberg LLC9,676$486.0K
Laurel Wealth Advisors, Inc.7,482$376.0K
Selective Wealth Management, Inc.6,325$335.0K
Aevitas Wealth Management, Inc.6,438$323.2K
Gamble Jones Investment Counsel4,050$203.3K
Trustcore Financial Services, LLC1,824$91.6K
Align Wealth Management, LLC1,400$66.5K
CoreCap Advisors, LLC557$28.0K
Tyler-Stone Wealth Management300$15.0K
Burleson & Company, LLC168$8.44K
Semmax Financial Advisors Inc.14$1.00K
St Germain D J Co Inc5,300$266