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 |
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
7,148
shares
|
$390,066
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,139
shares
|
$389,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,104
shares
|
$387,665
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,038
shares
|
$384,063
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$381,990
0.27% of portfolio
|
Q3 2021
New holding
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,930
shares
|
$378,170
0.03% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
6,884
shares
|
$375,659
0.01% of portfolio
|
Q1 2025
Added 51.93%
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
6,864
shares
|
$374,568
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,658
shares
|
$363,327
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
6,636
shares
|
$362,126
0.13% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$354,705
0.02% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
6,143
shares
|
$335,223
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,116
shares
|
$333,750
0.2% of portfolio
|
Q2 2024
New holding
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
5,939
shares
|
$324,091
0.04% of portfolio
|
Q4 2024
Added 31.57%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,871
shares
|
$320,380
0.0% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
5,680
shares
|
$309,957
0.29% of portfolio
|
Q3 2024
Added 16.39%
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,475
shares
|
$298,770
0.05% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,427
shares
|
$296,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
5,400
shares
|
$294,678
0.08% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,262
shares
|
$287,147
0.0% of portfolio
|
Q1 2025
Added 5.6%
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
5,205
shares
|
$284,036
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
5,000
shares
|
$272,850
0.13% of portfolio
|
Q1 2025
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,995
shares
|
$272,577
0.04% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,994
shares
|
$272,522
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,933
shares
|
$269,193
0.06% of portfolio
|
Q3 2024
New holding
|