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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
231,351
shares
|
$13.1 Million
0.02% of portfolio
|
Q4 2024
Added 32166.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
215,793
shares
|
$12.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
213,131
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
190,900
shares
|
$10.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
177,939
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
154,077
shares
|
$8.74 Million
3.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
149,536
shares
|
$8.48 Million
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
143,938
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.59%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
119,054
shares
|
$6.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,352
shares
|
$6.49 Million
0.04% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
111,630
shares
|
$6.33 Million
0.07% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
83,235
shares
|
$4.72 Million
0.0% of portfolio
|
Q4 2024
Added 33.7%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
77,000
shares
|
$4.37 Million
0.16% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
76,448
shares
|
$4.34 Million
0.14% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,699
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
74,302
shares
|
$4.22 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
72,000
shares
|
$4.09 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
71,000
shares
|
$4.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 40.83%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
70,076
shares
|
$3.98 Million
0.15% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
66,789
shares
|
$3.79 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
65,616
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
64,330
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 154.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
63,138
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,876
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2024
New holding
|