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, Q1 2023
Institutional positions in Magellan Midstream Partners, L.P. as of Mar 31, 2023. 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
- 619
- +5 vs. Q4 2022
- Shares held
- 106.1M
- −3.98M (−3.6%) vs. Q4 2022
- Total value
- $5.82B
- +$546.4M (+10.4%) vs. Q4 2022
- New holders
- 59
- 183 more added
- Sold out
- 54
- 159 more reduced
15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 300 | $16 | 0.00% | +300 | New |
| Syverson Strege & Co | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $2.55K | 0.00% | +47 | New |
| Baldrige Asset Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 65 | $3.53K | 0.00% | +65 | New |
| RFP Financial Group LLC | 73 | $3.98K | 0.00% | +1+1.4% | Added |
| Citizens National Bank Trust Department | 90 | $4.88K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 92 | $4.98K | 0.00% | −19−17.1% | Reduced |
| Ameritas Investment Partners, Inc. | 100 | $5.43K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 102 | $5.54K | 0.00% | −4−3.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 102 | $6.00K | 0.00% | +2+2.0% | Added |
| Cape Investment Advisory, Inc. | 115 | $6.24K | 0.00% | +115 | New |
| Delta Asset Management LLC | 125 | $6.78K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 136 | $7.37K | 0.01% | +3+2.3% | Added |
| New Millennium Group LLC | 137 | $7.44K | 0.01% | +3+2.2% | Added |
| AlphaMark Advisors, LLC | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 200 | $10.9K | 0.00% | +200 | New |
| GPS Wealth Strategies Group, LLC | 202 | $11.0K | 0.00% | +202 | New |
| Byrne Asset Management LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 208 | $11.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 214 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 253 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 275 | $14.9K | 0.01% | +275 | New |
| Pacific Center for Financial Services | 275 | $14.9K | 0.01% | +275 | New |
| Ridgewood Investments LLC | 290 | $15.7K | 0.01% | +290 | New |
| Beacon Capital Management, LLC | 291 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 305 | $16.6K | 0.00% | +305 | New |
| Quent Capital, LLC | 325 | $17.6K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 331 | $18.0K | 0.01% | −110−24.9% | Reduced |
| Resources Management Corp | 1,180 | $18.0K | 0.00% | +1,180 | New |
| Private Ocean, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 383 | $21.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 400 | $21.7K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 410 | $22.0K | 0.00% | −500−54.9% | Reduced |
| Bank of New Hampshire | 450 | $24.4K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 475 | $25.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 491 | $26.6K | 0.00% | +9+1.9% | Added |
| Register Financial Advisors LLC | 500 | $27.1K | 0.02% | +500 | New |
| Farmers & Merchants Investments Inc | 535 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 548 | $29.7K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $32.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 600 | $32.6K | 0.00% | +600 | New |
| Lumature Wealth Partners, LLC | 667 | $36.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 691 | $37.5K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 696 | $37.7K | 0.03% | +210+43.2% | Added |
| MCF Advisors LLC | 698 | $37.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 738 | $40.0K | 0.00% | +500+210.1% | Added |
| Proequities, Inc. | 757 | $41.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 768 | $42.0K | 0.00% | +7+0.9% | Added |
| South State Corp. | 785 | $42.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 798 | $43.3K | 0.00% | −1,957−71.0% | Reduced |
| Antonetti Capital Management LLC | 800 | $43.4K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 800 | $43.4K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 828 | $44.9K | 0.01% | +31+3.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 837 | $45.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 840 | $45.6K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 865 | $46.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 890 | $48.0K | 0.00% | +890 | New |
| Cypress Capital Management LLC (WY) | 900 | $48.8K | 0.06% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 900 | $48.8K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 949 | $51.5K | 0.01% | −35−3.6% | Reduced |
| First Financial Corp | 1,000 | $54.3K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $54.3K | 0.01% | +1,000 | New |
| Estabrook Capital Management | 1,100 | $59.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,116 | $60.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,116 | $61.0K | 0.02% | +1,116 | New |
| GoalVest Advisory LLC | 1,155 | $62.7K | 0.04% | +1,155 | New |
| Trust Co of Vermont | 1,172 | $63.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,194 | $64.8K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,252 | $67.0K | 0.02% | +24+2.0% | Added |
| Avondale Wealth Management | 1,240 | $67.3K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,264 | $68.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,280 | $69.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,300 | $70.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,324 | $71.8K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,447 | $72.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,500 | $81.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 1,550 | $84.0K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,529 | $86.0K | 0.02% | +4+0.3% | Added |
| Godsey & Gibb Associates | 1,700 | $92.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,706 | $92.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,709 | $92.7K | 0.00% | +5+0.3% | Added |
| Crewe Advisors LLC | 1,850 | $100.4K | 0.01% | +1,850 | New |
| Bourgeon Capital Management LLC | 1,943 | $105.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,979 | $107.4K | 0.03% | +1,287+186.0% | Added |
| Farther Finance Advisors, LLC | 2,000 | $108.5K | 0.03% | −190−8.7% | Reduced |
| Old North State Trust, LLC | 2,000 | $109.0K | 0.08% | −371−15.6% | Reduced |
| Smithfield Trust Co | 2,021 | $109.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,095 | $113.7K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,160 | $117.2K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,196 | $119.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,280 | $123.7K | 0.01% | −89−3.8% | Reduced |