BRWA
MMP

B. Riley Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

B. Riley Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-91,962
Closed -$5.73M – 1652
2023
Q2 		$5.73M Sell
91,962
-4,774
-5% -$279K 0.13% 166
2023
Q1 		$5.25M Sell
96,736
-1,096
-1% -$58.1K 0.14% 162
2022
Q4 		$4.91M Sell
97,832
-4,091
-4% -$208K 0.14% 168
2022
Q3 		$4.84M Buy
101,923
+76,501
+301% +$3.84M 0.15% 156
2022
Q2 		$1.22M Buy
25,422
+803
+3% +$40.1K 0.05% 351
2022
Q1 		$1.21M Sell
24,619
-1,178
-5% -$57K 0.04% 425
2021
Q4 		$1.2M Buy
25,797
+387
+2% +$18.3K 0.03% 476
2021
Q3 		$1.16M Buy
25,410
+3,241
+15% +$154K 0.04% 473
2021
Q2 		$1.08M Sell
22,169
-4,940
-18% -$239K 0.04% 489
2021
Q1 		$1.18M Buy
+27,109
New +$1.19M 0.04% 435
2020
Q1 		– Sell
-4,448
Closed -$280K – 918
2019
Q4 		$280K Sell
4,448
-1,184
-21% -$73.8K 0.02% 625
2019
Q3 		$374K Sell
5,632
-47
-0.8% -$3.09K 0.04% 511
2019
Q2 		$364K Buy
5,679
+720
+15% +$44.7K 0.04% 491
2019
Q1 		$302K Sell
4,959
-3,743
-43% -$226K 0.04% 493
2018
Q4 		$497K Sell
8,702
-2,128
-20% -$131K 0.07% 301
2018
Q3 		$734K Sell
10,830
-724
-6% -$50.2K 0.09% 240
2018
Q2 		$799K Sell
11,554
-2,547
-18% -$171K 0.11% 210
2018
Q1 		$824K Sell
14,101
-919
-6% -$61.7K 0.12% 196
2017
Q4 		$1.07M Buy
15,020
+495
+3% +$33.7K 0.14% 170
2017
Q3 		$1.03M Buy
+14,525
New +$1M 0.17% 141
2017
Q1 		– Sell
-3,255
Closed -$247K – 569
2016
Q4 		$247K Sell
3,255
-1,596
-33% -$112K 0.05% 394
2016
Q3 		$344K Buy
4,851
+103
+2% +$7.35K 0.07% 365
2016
Q2 		$362K Sell
4,748
-81
-2% -$5.75K 0.07% 344
2016
Q1 		$332K Buy
4,829
+473
+11% +$30.9K 0.08% 324
2015
Q4 		$297K Sell
4,356
-430
-9% -$27.9K 0.06% 364
2015
Q3 		$289K Sell
4,786
-4,242
-47% -$290K 0.07% 366
2015
Q2 		$663K Sell
9,028
-2,116
-19% -$170K 0.16% 172
2015
Q1 		$855K Buy
11,144
+25
+0.2% +$2K 0.21% 128
2014
Q4 		$919K Buy
11,119
+2,567
+30% +$210K 0.02% 776
2014
Q3 		$720K Sell
8,552
-4,159
-33% -$346K 0.19% 144
2014
Q2 		$534K Buy
12,711
+8,092
+175% +$634K 0.13% 186
2014
Q1 		$322K Buy
4,619
+2,139
+86% +$142K 0.1% 247
2013
Q4 		$157K Hold
2,480
– – 0.05% 420
2013
Q3 		$140K Sell
2,480
-200
-7% -$11K 0.05% 451
2013
Q2 		$146K Buy
+2,680
New +$141K 0.05% 442

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

B. Riley Wealth Advisors's MMP Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 91,962 shares — an estimated $5.73M sold.

B. Riley Wealth Advisors first reported a position in MMP in Q2 2013 and held it in 35 quarters. The position peaked at $5.73M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 91,962 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $5.73M.
  • B. Riley Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 35 quarters.
  • B. Riley Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $5.73M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.