Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,535
shares
|
$3.14 Million
0.7% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
48,190
shares
|
$2.63 Million
0.09% of portfolio
|
Q2 2024
Added 50.92%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
47,916
shares
|
$2.61 Million
0.05% of portfolio
|
Q4 2024
Added 7.18%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
46,000
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Added 67.27%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
45,112
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,499
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.23%
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
42,333
shares
|
$2.31 Million
2.16% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,030
shares
|
$2.29 Million
0.61% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,909
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 9.14%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,062
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,551
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
36,350
shares
|
$1.98 Million
1.92% of portfolio
|
Q2 2022
Added 46.87%
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
36,000
shares
|
$1.96 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
35,160
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
34,013
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 35.19%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,486
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,603
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
32,083
shares
|
$1.75 Million
1.13% of portfolio
|
Q1 2025
Added 3.4%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,834
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
30,131
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 41.14%
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
28,505
shares
|
$1.56 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,825
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
26,090
shares
|
$1.42 Million
0.85% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
26,080
shares
|
$1.42 Million
0.96% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
26,018
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.11%
|