Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
79
shares
|
$4,482
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$3,801
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
45
shares
|
$2,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
40
shares
|
$2,269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
33
shares
|
$1,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
33
shares
|
$1,872
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rudius Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
33
shares
|
$1,872
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
24
shares
|
$1,361
0.0% of portfolio
|
Q4 2024
Reduced 85.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
23
shares
|
$1,305
0.0% of portfolio
|
Q4 2024
Reduced 88.73%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
11
shares
|
$624
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$510
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$113
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|