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MMP - Magellan Midstream Partners LP Stock Price, Fair Value and News
295.45
USD
-3.15
(-1.05%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold MMP recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-02-23
BEACON FINANCIAL GROUP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-15
Financial Gravity Asset Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
4,500
2024-02-14
BRADLEY FOSTER & SARGENT INC/CT
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
Coppell Advisory Solutions LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-13
PAYDEN & RYGEL
NEW
Premium
Premium
Premium
Premium
15,600
2024-02-07
HUNTINGTON NATIONAL BANK
UNCHANGED
Premium
Premium
Premium
Premium
1.00
2024-01-26
Geneos Wealth Management Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-01-18
Ronald Blue Trust, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-01-09
IFP Advisors, Inc
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-01-09
Beacon Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-11-15
V Wealth Advisors LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-11-14
COLONY GROUP LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-11-08
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-11-08
PATHSTONE FAMILY OFFICE, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-11-08
PAYDEN & RYGEL INVESTMENT GROUP
NEW
Premium
Premium
Premium
Premium
15,600
2023-10-24
Claybrook Capital, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-10-23
Trellis Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-10-19
ROPES WEALTH ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-10-16
ROTHSCHILD INVESTMENT CORP /IL
SOLD OFF
Premium
Premium
Premium
Premium
-
2023-08-15
First Capital Advisors Group, LLC.
REDUCED
Premium
Premium
Premium
Premium
15,070
2023-08-14
Prostatis Group LLC
NEW
Premium
Premium
Premium
Premium
46,241
2023-08-14
Lumature Wealth Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
667
2023-08-14
DIFESA CAPITAL MANAGEMENT, LP
REDUCED
Premium
Premium
Premium
Premium
18,325
2023-08-09
Veritable, L.P.
UNCHANGED
Premium
Premium
Premium
Premium
11,931
2023-08-09
Endurance Wealth Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
7,285
Rows per page:
10
25
50
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1–25 of 102
Which funds are the top buyers of MMP?
Fund Name
# Shares
$ Value
% Port.
Salient Capital Advisors, LLC
836,631
39,748,000
2.28%
Lehman & Derafelo Financial Resources LLC
109,054
5,475,580
1.62%
B. Riley Wealth Management, Inc.
80,520
3,846
-
Allegiant Private Advisors, LLC
75,299
3,683,000
0.60%
FMA ADVISORY INC
64,310
2,931,000
1.09%
PALLADIUM PARTNERS LLC
58,506
2,871,000
0.13%
Prostatis Group LLC
46,241
46,241
0.02%
Fieldpoint Private Securities, LLC
38,646
1,846,000
0.54%
Avalon Investment & Advisory
36,718
1,992,320
0.06%
Kore Private Wealth LLC
35,235
1,674,000
0.30%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in MMP?
Fund Name
$ Value
% Port.
DIFESA CAPITAL MANAGEMENT, LP
1,142,010
3.00%
Salient Capital Advisors, LLC
39,748,000
2.28%
Lehman & Derafelo Financial Resources LLC
5,475,580
1.62%
FMA ADVISORY INC
2,931,000
1.09%
Cowen Prime Advisors LLC
2,168,740
0.75%
Cowen Prime Services LLC
1,702,000
0.62%
Allegiant Private Advisors, LLC
3,683,000
0.60%
Fieldpoint Private Securities, LLC
1,846,000
0.54%
First Capital Advisors Group, LLC.
939,140
0.49%
Enhancing Capital LLC
376,000
0.47%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold MMP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
PAYDEN & RYGEL
1,076,000
PAYDEN & RYGEL INVESTMENT GROUP
1,076,000
CFO4Life, L.P.
493,807
Grace Capital
247,000
Astrantus Ltd
201,000
PNC Managed Account Solutions, Inc.
151,000
WIPFLI FINANCIAL ADVISORS LLC,
76,000
Hoover Financial Advisors, Inc.
70,000
Additions
Fund Name
% Increased
Lake Point Wealth Management
493
Frontier Wealth Management LLC
15.15
Laurel Wealth Advisors, Inc.
10.48
Homrich & Berg
6.35
Avalon Investment & Advisory
5.7
REILLY FINANCIAL ADVISORS, LLC
4.18
TimeScale Financial, Inc.
1.69
FMA ADVISORY INC
0.32
Reductions
Fund Name
% Reduced
Parametric Portfolio Associates LLC
-89.01
First Capital Advisors Group, LLC.
-50.00
DIFESA CAPITAL MANAGEMENT, LP
-45.86
Carroll Financial Associates, Inc.
-41.66
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
-31.72
B. Riley Wealth Management, Inc.
-29.51
Strategic Wealth Advisors Group, LLC
-25.19
Kore Private Wealth LLC
-22.65
Sold off
Fund Name
$ Sold
BRADLEY FOSTER & SARGENT INC/CT
-5,188,700
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
-2,684,100
PATHSTONE FAMILY OFFICE, LLC
-1,850,950
BEACON FINANCIAL GROUP
-1,512,000
COLONY GROUP LLC
-671,000
V Wealth Advisors LLC
-663,165
Trellis Advisors, LLC
-556,019
ROTHSCHILD INVESTMENT CORP /IL
-511,000