MURPHY, MIDDLETON, HINKLE & PARKER, INC.

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Murphy, Middleton, Hinkle & Parker is based out of Thomasville. Murphy, Middleton, Hinkle & Parker is a large advisory firm with 388 clients and discretionary assets under management (AUM) of $293,613,393 (Form ADV from 2019-02-27). Their last reported 13F filing for Q4 2019 included $150,250,000 in managed 13F securities and a top 10 holdings concentration of 28.55%. Murphy, Middleton, Hinkle & Parker's largest holding is iShares iBonds Dec 2025 Term Corp ETF with shares held of 386,232. Whalewisdom has at least 9 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $150.25 Million
  • Prior Market Value $141.09 Million
  • New Purchases7 stocks
  • Additional Purchases46 stocks
  • Sold out of1 stock
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 28.55 %
  • Turnover % [1]:6.25%
  • Turnover Alt % [2]: 3.56 %
  • Time Held Top20:6.45 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:7.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.93%
Performance Last 4 Quarters: 8.99%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MMHP INVESTMENT ADVISORS
240 SOUTH HANSELL STREET
THOMASVILLE GA    31792
Country: United States

Business Phone: 229-228-1822
Fax: 229-228-0825
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 388
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2019-02-27
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2017-02-27
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

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