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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,975
shares
|
$792,941
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
13,755
shares
|
$780,458
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
13,538
shares
|
$768,146
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
13,500
shares
|
$765,990
0.14% of portfolio
|
Q4 2024
Reduced 51.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,401
shares
|
$760,372
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,135
shares
|
$745,279
0.0% of portfolio
|
Q4 2024
Added 115.79%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
13,106
shares
|
$743,634
0.0% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
13,006
shares
|
$737,960
0.33% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,805
shares
|
$726,555
0.0% of portfolio
|
Q4 2024
Added 1098.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,511
shares
|
$709,874
0.02% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,100
shares
|
$686,554
0.0% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
12,030
shares
|
$682,582
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,892
shares
|
$674,752
0.04% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,674
shares
|
$662,382
0.02% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
11,360
shares
|
$644,566
0.0% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,290
shares
|
$640,594
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,097
shares
|
$629,643
0.0% of portfolio
|
Q4 2024
Added 58.8%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,064
shares
|
$627,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,044
shares
|
$626,636
0.05% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
10,973
shares
|
$622,608
0.0% of portfolio
|
Q2 2024
Added 152.66%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,848
shares
|
$615,515
0.05% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
10,545
shares
|
$598,323
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,537
shares
|
$597,869
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,521
shares
|
$596,961
0.07% of portfolio
|
Q1 2022
Reduced 1.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,255
shares
|
$581,868
0.02% of portfolio
|
Q4 2024
Added 15.43%
|