Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Magellan Midstream Partners LP (MMP)  
$69.00 0.00 (0.00%) as of 4:30 Fri 9/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 3    9
Total shares held : 
20,101  
% of shares held : 
0.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-609,477  
% of shares held change : 
  -0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$69.00  
Last Quarter's Ending Price : 
$69.00  
Last Quarter's Average Price
$69.00  
Change from last quarter's     
avg. price to the last closing  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 15,600
 77.61%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
2
 4,501
 22.39%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
10
-625,077
-3109.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Lehman & Derafelo Financial Resources LLC 12 - 2022-12-31 109,054 $5,476,000 -2,415
   Cowen Prime Advisors LLC 31 - 2023-06-30 34,800 $2,169,000 0
   AVALON ADVISORS L P 174 - 2023-03-31 36,718 $1,992,000 1,980
   Financial Gravity Wealth Inc. 174 - 2023-12-31 4,500 $1,501,000 0
   Intrua Financial LLC 100 - 2023-03-31 19,826 $1,099,000 -3,670
   PAYDEN & RYGEL 94 *New 2023-12-31 15,600 $1,076,000 15,600
   PAYDENFUNDS 95 *New 2023-09-30 15,600 $1,076,000 15,600
   First Capital Advisors Group LLC. 52 - 2023-06-30 15,070 $939,000 0
   SALIENT TRUST CO LTA 115 - 2023-03-31 17,033 $903,000 -82
   CFO4Life L.P. 103 - 2022-12-31 9,835 $494,000 4,813
   GOFEN & GLOSSBERG LLC /IL/ 334 - 2022-12-31 9,676 $486,000 -500
   ENDURANCE WEALTH MANAGEMENT, INC. 130 - 2023-06-30 7,285 $454,000 0
   Laurel Wealth Advisors Inc. 430 - 2022-12-31 7,482 $376,000 710
   Aevitas Wealth Management Inc. 91 - 2022-12-31 6,438 $323,000 0
   GAMBLE JONES MORPHY & BENT 193 - 2022-12-31 4,050 $203,000 0
   BerganKDV Wealth Management LLC 254 - 2023-06-30 2,290 $143,000 -509
   TRUSTCORE FINANCIAL SERVICES LLC 362 - 2022-12-31 1,824 $92,000 0
   Align Wealth Management LLC 47 - 2022-12-31 1,400 $67,000 0
   Coastal Capital Group Inc. 212 - 2023-06-30 842 $52,000 14
   Lumature Wealth Partners LLC 228 - 2023-06-30 667 $42,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 328 - 2023-06-30 410 $26,000 0
   First Command Financial Services Inc. 315 - 2023-06-30 250 $16,000 0
   First Command Bank 314 - 2023-06-30 250 $16,000 0
   Burleson & Company LLC 267 *New 2022-12-31 168 $8,000 168
   Baldrige Asset Management LLC 299 - 2023-03-31 50 $3,000 0
   BEACON FINANCIAL GROUP 316 *Closed 2023-12-31 0 $0 -22,767
   COLONY GROUP LLC 765 *Closed 2023-09-30 0 $0 -10,767
   VERITABLE LP 86 *Closed 2023-09-30 0 $0 -11,931
   CoreFirst Bank & Trust 405 *Closed 2023-09-30 0 $0 -840
   Newbridge Financial Services Group Inc. 1311 *Closed 2023-09-30 0 $0 -643
   Rockbridge Investment Management LCC 763 *Closed 2023-12-31 0 $0 -1,499
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1755 *Closed 2023-09-30 0 $0 -43,070
   TRUST CO OF VERMONT 806 *Closed 2023-09-30 0 $0 -1,172
   Bank of New Hampshire 487 *Closed 2023-12-31 0 $0 -450
   V Wealth ManagementLLC 232 *Closed 2023-09-30 0 $0 -10,641
   FirstPurpose Wealth LLC 199 *Closed 2023-09-30 0 $0 -3,600
   Axiom Investment Management LLC 205 *Closed 2022-12-31 0 $0 -2,000
   ICA Group Wealth Management LLC 721 *Closed 2023-09-30 0 $0 -1,000
   BDO Wealth Advisors LLC 1038 *Closed 2023-06-30 0 $0 -2,474
   Icon Wealth Advisors LLC 445 *Closed 2023-12-31 0 $0 -68,363
   IFP Advisors Inc 3171 *Closed 2023-12-31 0 $0 0
   Geneos Wealth Management Inc. *Closed 2023-12-31 0 $0 -1,750
   ROTHSCHILD INVESTMENT CORP /IL 442 *Closed 2023-09-30 0 $0 -8,200
   SALIENT CAPITAL ADVISORS, LLC 17 *Closed 2022-12-31 0 $0 -836,631
   PATHSTONE FAMILY OFFICE, LLC 1677 *Closed 2023-09-30 0 $0 -29,701
   Coppell Advisory Solutions Corp. 1113 *Closed 2023-03-31 0 $0 -100
   Coppell Advisory Solutions LLC 1788 *Closed 2023-12-31 0 $0 -100
   HUNTINGTON NATIONAL BANK 2807 - 2023-12-31 1 $0 0
   BRADLEY FOSTER & SARGENT INC/CT 450 *Closed 2023-12-31 0 $0 -83,259
   SHEETS SMITH & ASSOCIATES INC 474 *Closed 2023-09-30 0 $0 -30,700
   Icon Wealth Partners LLC 415 *Closed 2023-09-30 0 $0 -66,900
   Ronald Blue Trust Inc. 2747 *Closed 2023-12-31 0 $0 -2,629
   Ropes Wealth Advisors LLC 284 *Closed 2023-09-30 0 $0 -5,764
   NATIONAL ASSET MANAGEMENT, INC. 1542 *Closed 2023-09-30 0 $0 -91,962
   INFRASTRUCTURE CAPITAL ADVISORS LLC 123 *Closed 2023-12-31 0 $0 -466,736
   Beacon Capital Management LLC 1031 *Closed 2023-12-31 0 $0 -291
   Claybrook Capital LLC 141 *Closed 2023-09-30 0 $0 -4,150

  57 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results