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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.

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.

Institutional holdersQ1 2023: 619 institutions
Q1 2021: 570 institutionsQ2 2021: 590 institutionsQ3 2021: 583 institutionsQ4 2021: 611 institutionsQ1 2022: 616 institutionsQ2 2022: 603 institutionsQ3 2022: 591 institutionsQ4 2022: 629 institutionsQ1 2023: 619 institutionsQ2 2023: 614 institutionsQ3 2023: 12 institutionsQ4 2023: 2 institutionsQ1 2024: 3 institutionsQ2 2024: 3 institutionsQ3 2024: 2 institutionsQ4 2024: 2 institutionsQ1 2025: 2 institutionsQ2 2025: 2 institutionsQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2023: $5.82B
Q1 2021: $5.77BQ2 2021: $6.15BQ3 2021: $5.33BQ4 2021: $5.26BQ1 2022: $5.46BQ2 2022: $5.17BQ3 2022: $5.00BQ4 2022: $5.28BQ1 2023: $5.82BQ2 2023: $6.91BQ3 2023: $9.32MQ4 2023: $1.08MQ1 2024: $2.15MQ2 2024: $2.15MQ3 2024: $1.08MQ4 2024: $1.08MQ1 2025: $1.08MQ2 2025: $1.08MQ3 2025: $69Q4 2025: $69Q1 2026: $69Q2 2026: $69
Institutions holding MMP and their total value by quarter
QuarterHoldersValue
Q2 20261$69
Q1 20261$69
Q4 20251$69
Q3 20251$69
Q2 20252$1.08M
Q1 20252$1.08M
Q4 20242$1.08M
Q3 20242$1.08M
Q2 20243$2.15M
Q1 20243$2.15M
Q4 20232$1.08M
Q3 202312$9.32M
Q2 2023614$6.91B
Q1 2023619$5.82B
Q4 2022629$5.28B
Q3 2022591$5.00B
Q2 2022603$5.17B
Q1 2022616$5.46B
Q4 2021611$5.26B
Q3 2021583$5.33B
Q2 2021590$6.15B
Q1 2021570$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.

Institutions holding MMP in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Partners, LLC5,469$296.7K0.03%+5,469New
Valeo Financial Advisors, LLC5,446$295.5K0.01%+1,403+34.7%Added
Capital Advisors, Ltd. LLC5,433$295.0K0.05%00.0%Unchanged
Inscription Capital, LLC5,400$293.0K0.08%00.0%Unchanged
Bogart Wealth, LLC5,369$291.3K0.02%+79+1.5%Added
Welch & Forbes LLC5,360$290.8K0.00%−262−4.7%Reduced
Claro Advisors LLC5,337$289.6K0.09%+5,337New
Wealth Alliance Advisory Group, LLC5,311$288.2K0.11%−647−10.9%Reduced
Cambridge Trust Co5,300$287.6K0.01%00.0%Unchanged
Quad-Cities Investment Group, LLC5,296$287.4K0.20%+15+0.3%Added
IFG Advisory, LLC5,281$286.5K0.03%−1,407−21.0%Reduced
Kavar Capital Partners Group, LLC5,250$284.9K0.06%00.0%Unchanged
Sound View Wealth Advisors Group, LLC5,250$284.9K0.04%+5,250New
Fidelis Capital Partners, LLC5,200$283.2K0.12%00.0%Unchanged
Adell Harriman & Carpenter Inc5,200$282.2K0.03%00.0%Unchanged
First Foundation Advisors5,196$281.9K0.01%00.0%Unchanged
Sawtooth Solutions, LLC5,192$281.7K0.01%+5,192New
Parkside Financial Bank & Trust5,182$281.2K0.08%+730+16.4%Added
Beacon Investment Advisory Services, Inc.5,152$279.5K0.01%00.0%Unchanged
Noesis Capital Mangement Corp5,150$279.0K0.07%00.0%Unchanged
ERTS Wealth Advisors, LLC5,125$278.1K0.07%−250−4.7%Reduced
Laird Norton Trust Company, LLC5,124$278.0K0.03%00.0%Unchanged
PrairieView Partners, LLC5,100$276.0K0.04%00.0%Unchanged
Princeton Global Asset Management LLC5,029$272.9K0.08%+9+0.2%Added
Griffin Asset Management, Inc.5,000$271.3K0.04%00.0%Unchanged
Matrix Private Capital Group LLC5,000$271.3K0.19%00.0%Unchanged
Retirement Investment Advisors, Inc.4,936$267.8K0.05%+4,936New
Marcum Wealth, LLC4,883$265.0K0.03%+107+2.2%Added
Allworth Financial LP4,880$264.8K0.00%−394−7.5%Reduced
FineMark National Bank & Trust4,866$264.0K0.01%00.0%Unchanged
Conning Inc.4,859$263.6K0.01%00.0%Unchanged
Certified Advisory Corp4,789$259.8K0.05%+30+0.6%Added
Fayez Sarofim & Co4,776$259.1K0.00%−1,000−17.3%Reduced
Bridges Investment Management Inc4,750$257.7K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC4,736$257.0K0.03%+11+0.2%Added
Stillwater Capital Advisors, LLC4,710$255.6K0.05%00.0%Unchanged
Hamilton Point Investment Advisors, LLC4,700$255.0K0.06%00.0%Unchanged
Advisors Capital Management, LLC4,677$254.0K0.01%−47,124−91.0%Reduced
Capital Advisors Inc4,643$251.9K0.01%−672−12.6%Reduced
Sippican Capital Advisors4,625$251.0K0.24%+50+1.1%Added
Lido Advisors, LLC4,602$249.7K0.00%+4,602New
Saxon Interests, Inc.4,588$248.9K0.14%+93+2.1%Added
MONECO Advisors, LLC4,536$246.1K0.07%+4,536New
Greenwich Investment Management, Inc.4,550$246.0K0.19%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC4,501$244.2K0.01%00.0%Unchanged
Trustmark National Bank Trust Department4,500$244.2K0.02%00.0%Unchanged
Saratoga Research & Investment Management4,500$244.2K0.01%00.0%Unchanged
Levy Wealth Management Group, LLC4,498$244.1K0.08%+6+0.1%Added
Silver Oak Securities, Inc4,503$244.0K0.04%+497+12.4%Added
Parallel Advisors, LLC4,481$243.2K0.01%−160−3.4%Reduced
PEAK6 Investments LLC4,480$243.1K0.02%−42,438−90.5%Reduced
Arcus Capital Partners, LLC4,470$242.5K0.08%00.0%Unchanged
Holderness Investments Co4,450$241.5K0.10%−1,600−26.4%Reduced
Trinity Legacy Partners, LLC4,447$241.3K0.09%00.0%Unchanged
Stratos Wealth Advisors, LLC4,446$241.3K0.02%+51+1.2%Added
Moody Lynn & Lieberson, LLC4,444$241.1K0.02%00.0%Unchanged
Cornerstone Advisory, LLC4,436$240.7K0.04%00.0%Unchanged
Brookstone Capital Management4,277$240.3K0.00%−542−11.2%Reduced
Howland Capital Management LLC4,410$239.3K0.01%+4,410New
IHT Wealth Management, LLC4,341$235.5K0.01%+56+1.3%Added
Oxford Financial Group Ltd4,315$234.1K0.03%+4,315New
KMG Fiduciary Partners, LLC4,313$234.0K0.03%−707−14.1%Reduced
S.E.E.D. Planning Group LLC4,311$233.9K0.09%+3+0.1%Added
Evanson Asset Management, LLC4,305$233.6K0.02%+16+0.4%Added
B&D White Capital Company, LLC4,282$232.3K0.08%00.0%Unchanged
Resources Investment Advisors, LLC.4,247$230.4K0.01%−1,041−19.7%Reduced
Ironwood Investment Counsel, LLC4,216$228.8K0.05%−534−11.2%Reduced
Pinnacle Wealth Planning Services, Inc.4,200$227.9K0.04%00.0%Unchanged
Stokes Capital Advisors, LLC4,171$226.3K0.08%−850−16.9%Reduced
Capasso Planning Partners LLC4,162$225.8K0.13%00.0%Unchanged
Claybrook Capital, LLC4,150$225.2K0.13%+4,150New
Royal Harbor Partners, LLC4,140$224.6K0.12%00.0%Unchanged
LBMC Investment Advisors, LLC4,127$223.9K0.02%00.0%Unchanged
Clarkston Capital Partners, LLC4,100$222.5K0.00%−400−8.9%Reduced
Violich Capital Management, Inc.4,074$221.0K0.04%00.0%Unchanged
Pekin Hardy Strauss, Inc.4,065$220.6K0.03%00.0%Unchanged
Cyndeo Wealth Partners, LLC4,058$220.2K0.02%00.0%Unchanged
Summit Asset Management, LLC4,030$218.7K0.06%00.0%Unchanged
Hancock Whitney Corp4,034$218.0K0.01%−20.0%Reduced
Adviser Investments LLC4,010$217.6K0.01%+10+0.3%Added
Aptus Capital Advisors, LLC4,005$217.3K0.01%+4,005New
Concentric Wealth Management, LLC4,000$217.0K0.07%−75−1.8%Reduced
Osterweis Capital Management Inc4,000$217.0K0.01%00.0%Unchanged
Excalibur Management Corp4,000$217.0K0.11%00.0%Unchanged
Duncker Streett & Co Inc4,000$217.0K0.05%00.0%Unchanged
Bedel Financial Consulting, Inc.4,000$217.0K0.05%00.0%Unchanged
Bill Few Associates, Inc.4,000$217.0K0.12%00.0%Unchanged
Financial Advocates Investment Management3,999$217.0K0.02%+2+0.1%Added
Farmers & Merchants Trust Co of Chambersburg PA4,000$217.0K0.14%00.0%Unchanged
Advisors Management Group Inc3,991$217.0K0.07%00.0%Unchanged
Golden State Equity Partners3,994$216.7K0.12%+3,994New
Freestone Capital Holdings, LLC3,988$216.4K0.01%+3,988New
Rede Wealth, LLC3,981$216.0K0.11%+3,981New
Arrow Investment Advisors, LLC3,958$214.8K0.16%+3,958New
Heirloom Wealth Management3,881$210.6K0.10%+3,881New
Anchor Investment Management, LLC3,870$210.0K0.03%00.0%Unchanged
BSW Wealth Partners3,834$208.1K0.04%+3,834New
Country Club Bank3,756$204.1K0.02%+3,756New
Northeast Investment Management3,757$203.9K0.01%+3,757New
Washington Trust Co3,753$203.6K0.01%00.0%Unchanged