Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,676
shares
|
$540,017
0.05% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,627
shares
|
$537,282
0.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Kayne Anderson Capital Advisors LP
|
Nov 07, 2024 Q3 2024 |
9,431
shares
|
$526,344
0.01% of portfolio
|
Q3 2024
Reduced 51.69%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
9,356
shares
|
$522,158
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,213
shares
|
$514,177
0.01% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,201
shares
|
$513,507
0.14% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
9,000
shares
|
$502,290
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$502,290
0.25% of portfolio
|
Q3 2022
Reduced 12.62%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
8,993
shares
|
$501,899
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,722
shares
|
$486,774
0.03% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,676
shares
|
$484,207
0.03% of portfolio
|
Q3 2024
Added 95.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,564
shares
|
$477,956
0.11% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
8,210
shares
|
$458,200
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
8,181
shares
|
$456,581
0.02% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$446,480
0.05% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$446,480
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,741
shares
|
$432,025
0.01% of portfolio
|
Q2 2024
Added 6.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,740
shares
|
$431,969
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
7,597
shares
|
$423,988
0.0% of portfolio
|
Q3 2024
Added 17.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,546
shares
|
$421,142
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
7,500
shares
|
$418,575
0.03% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
7,410
shares
|
$413,552
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,240
shares
|
$404,064
0.0% of portfolio
|
Q3 2024
Reduced 40.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
7,044
shares
|
$393,125
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
7,038
shares
|
$392,790
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|