Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
25,103
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,095
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,858
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
23,029
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 178.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
22,741
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,226
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
21,886
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 128.93%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
21,349
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.21%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
21,255
shares
|
$1.09 Million
0.62% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
American Financial Group Inc
|
Nov 12, 2024 Q3 2024 |
19,500
shares
|
$1 Million
0.45% of portfolio
|
Q2 2024
Added 25.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,037
shares
|
$976,407
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,674
shares
|
$957,789
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,226
shares
|
$934,811
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,008
shares
|
$923,630
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
17,986
shares
|
$922,501
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,653
shares
|
$854,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
16,101
shares
|
$825,820
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
15,834
shares
|
$812,125
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
15,393
shares
|
$789,506
0.21% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,107
shares
|
$774,838
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
14,901
shares
|
$764,272
0.09% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
14,740
shares
|
$756,014
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
14,599
shares
|
$748,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
14,373
shares
|
$737,191
0.07% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
14,142
shares
|
$725,343
0.0% of portfolio
|
Q3 2024
Reduced 7.68%
|