Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,031
shares
|
$57,540
0.01% of portfolio
|
Q2 2024
Added 21.72%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,022
shares
|
$57,037
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
960
shares
|
$53,577
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
927
shares
|
$51,735
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
904
shares
|
$50,452
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
845
shares
|
$47,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
800
shares
|
$44,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
800
shares
|
$44,648
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
784
shares
|
$43,755
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
733
shares
|
$40,908
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
717
shares
|
$40,015
0.0% of portfolio
|
Q3 2024
Added 139.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
698
shares
|
$38,955
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
650
shares
|
$36,276
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
643
shares
|
$35,885
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
574
shares
|
$32,034
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
560
shares
|
$31,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$27,905
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
500
shares
|
$27,905
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
500
shares
|
$27,905
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
500
shares
|
$27,905
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$27,905
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$25,114
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$18,417
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
330
shares
|
$18,417
0.0% of portfolio
|
Q2 2024
Reduced 37.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
330
shares
|
$18,417
0.0% of portfolio
|
Q2 2023
New holding
|