Morgan Stanley
MMP

Morgan Stanley’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Morgan Stanley’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
-6,927,558
Closed -$432M – 7751
2023
Q2 		$432M Buy
6,927,558
+2,729,340
+65% +$159M 0.04% 415
2023
Q1 		$228M Sell
4,198,218
-159,874
-4% -$8.47M 0.02% 644
2022
Q4 		$219M Buy
4,358,092
+16,875
+0.4% +$856K 0.02% 650
2022
Q3 		$206M Sell
4,341,217
-803,630
-16% -$40.3M 0.03% 561
2022
Q2 		$246M Buy
5,144,847
+324,751
+7% +$16.2M 0.03% 511
2022
Q1 		$237M Sell
4,820,096
-831,077
-15% -$40.2M 0.03% 472
2021
Q4 		$262M Sell
5,651,173
-139,474
-2% -$6.59M 0.03% 468
2021
Q3 		$264M Buy
5,790,647
+282,147
+5% +$13.4M 0.04% 443
2021
Q2 		$269M Sell
5,508,500
-476,853
-8% -$23.1M 0.04% 439
2021
Q1 		$260M Buy
5,985,353
+1,442,586
+32% +$63.1M 0.04% 405
2020
Q4 		$193M Sell
4,542,767
-1,387,085
-23% -$55.3M 0.03% 486
2020
Q3 		$203M Buy
5,929,852
+1,014,969
+21% +$40.2M 0.04% 385
2020
Q2 		$212M Buy
4,914,883
+105,455
+2% +$4.45M 0.05% 339
2020
Q1 		$175M Buy
4,809,428
+936,838
+24% +$50.3M 0.05% 333
2019
Q4 		$243M Buy
3,872,590
+1,153,320
+42% +$71.8M 0.06% 323
2019
Q3 		$180M Buy
2,719,270
+443,513
+19% +$29.2M 0.05% 368
2019
Q2 		$146M Buy
2,275,757
+28,865
+1% +$1.79M 0.04% 440
2019
Q1 		$136M Sell
2,246,892
-128,924
-5% -$7.79M 0.04% 443
2018
Q4 		$136M Sell
2,375,816
-179,414
-7% -$11.1M 0.04% 427
2018
Q3 		$173M Sell
2,555,230
-171,263
-6% -$11.9M 0.04% 396
2018
Q2 		$188M Buy
2,726,493
+146,573
+6% +$9.85M 0.05% 354
2018
Q1 		$151M Sell
2,579,920
-352,212
-12% -$23.7M 0.04% 421
2017
Q4 		$208M Buy
2,932,132
+364,994
+14% +$24.9M 0.06% 337
2017
Q3 		$182M Sell
2,567,138
-99,312
-4% -$6.86M 0.05% 343
2017
Q2 		$190M Sell
2,666,450
-104,309
-4% -$7.66M 0.06% 348
2017
Q1 		$213M Sell
2,770,759
-190,866
-6% -$14.8M 0.07% 308
2016
Q4 		$224M Sell
2,961,625
-259,106
-8% -$18.1M 0.07% 285
2016
Q3 		$228M Buy
3,220,731
+44,977
+1% +$3.21M 0.08% 288
2016
Q2 		$241M Sell
3,175,754
-225,387
-7% -$16M 0.09% 250
2016
Q1 		$234M Buy
3,401,141
+338
+0% +$22.1K 0.09% 255
2015
Q4 		$231M Buy
3,400,803
+49,059
+1% +$3.18M 0.08% 261
2015
Q3 		$201M Sell
3,351,744
-292,416
-8% -$20M 0.07% 285
2015
Q2 		$267M Buy
3,644,160
+428,553
+13% +$34.4M 0.09% 245
2015
Q1 		$247M Buy
3,215,607
+439,101
+16% +$35.1M 0.09% 259
2014
Q4 		$230M Buy
2,776,506
+263,741
+10% +$21.5M 0.08% 270
2014
Q3 		$212M Sell
2,512,765
-81,822
-3% -$6.8M 0.08% 273
2014
Q2 		$218M Sell
2,594,587
-246,049
-9% -$19.3M 0.09% 262
2014
Q1 		$198M Buy
2,840,636
+450,083
+19% +$30M 0.08% 274
2013
Q4 		$151M Buy
2,390,553
+165,164
+7% +$9.86M 0.06% 338
2013
Q3 		$126M Buy
2,225,389
+36,877
+2% +$2.03M 0.06% 356
2013
Q2 		$119M Buy
+2,188,512
New +$115M 0.06% 356

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

Morgan Stanley's MMP Position: Q3 2023 in Review

Morgan Stanley sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,927,558 shares — an estimated $432M sold.

Morgan Stanley first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $432M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Morgan Stanley reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 6,927,558 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $432M.
  • Morgan Stanley first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Morgan Stanley's Magellan Midstream Partners, L.P. position peaked at $432M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.