IF
MMP

Intrua Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Intrua Financial’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
-12,805
Closed -$798K – 379
2023
Q2 		$798K Sell
12,805
-7,021
-35% -$410K 0.14% 142
2023
Q1 		$1.1M Sell
19,826
-3,670
-16% -$194K 0.23% 101
2022
Q4 		$1.24M Buy
23,496
+1,531
+7% +$77.7K 0.29% 85
2022
Q3 		$1.04M Buy
21,965
+634
+3% +$31.8K 0.28% 81
2022
Q2 		$1.02M Buy
21,331
+793
+4% +$39.6K 0.22% 103
2022
Q1 		$1.01M Sell
20,538
-370
-2% -$17.9K 0.18% 117
2021
Q4 		$971K Buy
20,908
+503
+2% +$23.8K 0.17% 126
2021
Q3 		$1.01M Buy
20,405
+9,988
+96% +$475K 0.19% 120
2021
Q2 		$495K Sell
10,417
-5,518
-35% -$267K 0.12% 166
2021
Q1 		$738K Buy
15,935
+10,034
+170% +$439K 0.19% 121
2020
Q4 		$250K Hold
5,901
– – 0.11% 175
2020
Q3 		$235K Sell
5,901
-7,866
-57% -$311K 0.12% 170
2020
Q2 		$571K Buy
+13,767
New +$582K 0.22% 101

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Intrua Financial's MMP Position: Q3 2023 in Review

Intrua Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 12,805 shares — an estimated $798K sold.

Intrua Financial first reported a position in MMP in Q2 2020 and held it in 13 quarters. The position peaked at $1.24M in Q4 2022. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Intrua Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Intrua Financial sold 12,805 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $798K.
  • Intrua Financial first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 13 quarters.
  • Intrua Financial's Magellan Midstream Partners, L.P. position peaked at $1.24M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Intrua Financial's 13F filing for Q3 2023, filed 28 May 2025.