Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
May 14, 2024 Q1 2024 |
9,682,244
shares
|
$547 Million
4.15% of portfolio
|
Q1 2024
Added 1.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
2,195,006
shares
|
$124 Million
0.02% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
|
Blackstone Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,178,923
shares
|
$66.7 Million
0.29% of portfolio
|
Q1 2024
Reduced 50.62%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 13, 2024 Q1 2024 |
600,000
shares
|
$33.9 Million
1.03% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
547,832
shares
|
$31 Million
0.01% of portfolio
|
Q1 2024
Added 1.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
463,214
shares
|
$26.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 62.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
456,658
shares
|
$25.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.51%
|
|
|
Miller Howard Investments Inc
|
Apr 12, 2024 Q1 2024 |
437,171
shares
|
$24.7 Million
0.87% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
424,960
shares
|
$24 Million
0.0% of portfolio
|
Q1 2024
Added 90.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
418,856
shares
|
$23.7 Million
0.01% of portfolio
|
Q1 2024
Added 17.76%
|
|
|
Adams Asset Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
313,435
shares
|
$17.7 Million
2.52% of portfolio
|
Q3 2023
Added 4.45%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2024 Q1 2024 |
253,157
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 48.58%
|
|
|
Fractal Investments LLC
|
May 09, 2024 Q1 2024 |
242,000
shares
|
$13.7 Million
2.67% of portfolio
|
Q4 2023
Added 1110.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
238,766
shares
|
$13.5 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$13.4 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2024 Q1 2024 |
204,815
shares
|
$11.6 Million
1.49% of portfolio
|
Q1 2024
Added 11.05%
|
|
|
Jennison Associates LLC
|
May 02, 2024 Q1 2024 |
202,965
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
193,821
shares
|
$11 Million
0.02% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Energy Income Partners, LLC
Westport, CT |
May 15, 2024 Q1 2024 |
174,055
shares
|
$9.84 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
158,508
shares
|
$8.96 Million
0.01% of portfolio
|
Q1 2024
Added 8.99%
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
153,967
shares
|
$8.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 30.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
107,131
shares
|
$6.06 Million
0.0% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
99,010
shares
|
$5.6 Million
0.0% of portfolio
|
Q1 2024
Added 12.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
85,112
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2024
Added 10.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
77,032
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2024
Added 1.1%
|
|