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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
7,438
shares
|
$422,032
0.03% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
7,410
shares
|
$420,443
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,195
shares
|
$408,244
0.0% of portfolio
|
Q4 2024
Reduced 77.39%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
7,148
shares
|
$405,577
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,139
shares
|
$405,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
7,128
shares
|
$404,442
0.08% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
7,038
shares
|
$399,336
0.05% 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
|
$397,180
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,865
shares
|
$389,520
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
6,840
shares
|
$388,101
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,645
shares
|
$377,037
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$368,810
0.02% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,400
shares
|
$363,136
0.09% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
6,143
shares
|
$348,553
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,116
shares
|
$347,021
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
5,939
shares
|
$336,978
0.04% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,871
shares
|
$333,120
0.0% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
5,680
shares
|
$322,283
0.26% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
5,534
shares
|
$313,999
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,427
shares
|
$307,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,332
shares
|
$302,537
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,205
shares
|
$295,331
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,092
shares
|
$288,920
0.0% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
4,998
shares
|
$283,586
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,983
shares
|
$282,735
0.0% of portfolio
|
Q4 2024
Added 10.96%
|