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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,800
shares
|
$194,902
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,800
shares
|
$194,902
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,760
shares
|
$192,850
0.04% of portfolio
|
Q4 2023
Reduced 20.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$186,131
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,080
shares
|
$157,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,000
shares
|
$153,870
0.02% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,666
shares
|
$136,739
0.0% of portfolio
|
Q1 2023
Added 31.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,629
shares
|
$134,841
0.0% of portfolio
|
Q3 2024
Added 97.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,167
shares
|
$111,145
0.0% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,040
shares
|
$104,631
0.01% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$102,580
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,884
shares
|
$96,630
0.01% of portfolio
|
Q2 2024
Added 18.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,833
shares
|
$94,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,645
shares
|
$84,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,513
shares
|
$77,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,467
shares
|
$75,242
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,385
shares
|
$71,036
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$69,241
0.03% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,295
shares
|
$66,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$64,112
0.01% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$61,548
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$61,548
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,094
shares
|
$56,111
0.01% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,081
shares
|
$55,444
0.01% of portfolio
|
Q2 2024
Added 22.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$54,777
0.0% of portfolio
|
Q3 2024
Added 3855.56%
|