SBIA
MMP

Sheaff Brock Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sheaff Brock Investment 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
-14,500
Closed -$904K – 500
2023
Q2 		$904K Sell
14,500
-880
-6% -$51.4K 0.08% 184
2023
Q1 		$835K Hold
15,380
– – 0.08% 192
2022
Q4 		$772K Hold
15,380
– – 0.08% 196
2022
Q3 		$731K Hold
15,380
– – 0.08% 193
2022
Q2 		$735K Sell
15,380
-170
-1% -$8.48K 0.06% 196
2022
Q1 		$763K Hold
15,550
– – 0.05% 219
2021
Q4 		$722K Buy
15,550
+25
+0.2% +$1.18K 0.05% 223
2021
Q3 		$708K Buy
15,525
+200
+1% +$9.51K 0.05% 211
2021
Q2 		$750K Sell
15,325
-175
-1% -$8.48K 0.05% 207
2021
Q1 		$672K Hold
15,500
– – 0.05% 205
2020
Q4 		$658K Hold
15,500
– – 0.06% 198
2020
Q3 		$530K Sell
15,500
-550
-3% -$21.8K 0.05% 211
2020
Q2 		$693K Sell
16,050
-7,932
-33% -$335K 0.07% 185
2020
Q1 		$875K Sell
23,982
-293
-1% -$15.7K 0.12% 111
2019
Q4 		$1.53M Hold
24,275
– – 0.15% 94
2019
Q3 		$1.61M Buy
24,275
+300
+1% +$19.8K 0.17% 86
2019
Q2 		$1.53M Buy
23,975
+40
+0.2% +$2.48K 0.16% 88
2019
Q1 		$1.45M Sell
23,935
-42
-0.2% -$2.54K 0.18% 99
2018
Q4 		$1.37M Sell
23,977
-599
-2% -$37K 0.22% 91
2018
Q3 		$1.66M Sell
24,576
-1,993
-8% -$138K 0.16% 91
2018
Q2 		$1.83M Sell
26,569
-437
-2% -$29.4K 0.18% 90
2018
Q1 		$1.58M Buy
27,006
+784
+3% +$52.6K 0.16% 96
2017
Q4 		$1.86M Sell
26,222
-2,746
-9% -$187K 0.24% 89
2017
Q3 		$2.06M Sell
28,968
-1,905
-6% -$132K 0.27% 83
2017
Q2 		$2.2M Sell
30,873
-862
-3% -$63.3K 0.29% 75
2017
Q1 		$2.44M Buy
31,735
+990
+3% +$76.8K 0.32% 68
2016
Q4 		$2.33M Buy
30,745
+944
+3% +$66.1K 0.29% 75
2016
Q3 		$2.11M Buy
29,801
+3
+0% +$214 0.28% 78
2016
Q2 		$2.27M Sell
29,798
-546
-2% -$38.7K 0.29% 75
2016
Q1 		$2.09M Buy
30,344
+2,704
+10% +$177K 0.26% 81
2015
Q4 		$1.88M Buy
+27,640
New +$1.79M 0.21% 115

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 $479M AUM 31.52% 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

Sheaff Brock Investment Advisors's MMP Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 14,500 shares — an estimated $904K sold.

Sheaff Brock Investment Advisors first reported a position in MMP in Q4 2015 and held it in 31 quarters. The position peaked at $2.44M in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,500 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $904K.
  • Sheaff Brock Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 31 quarters.
  • Sheaff Brock Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $2.44M in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.