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 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$68,496
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,094
shares
|
$62,445
0.01% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,081
shares
|
$61,703
0.01% of portfolio
|
Q2 2024
Added 22.7%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,022
shares
|
$58,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
971
shares
|
$55,424
0.0% of portfolio
|
Q4 2024
Added 362.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
960
shares
|
$54,796
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
943
shares
|
$53,826
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
925
shares
|
$52,799
0.0% of portfolio
|
Q4 2024
Reduced 97.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
800
shares
|
$45,664
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
800
shares
|
$45,664
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
796
shares
|
$45,435
0.0% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
704
shares
|
$40,184
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$39,956
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
690
shares
|
$39,385
0.0% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
652
shares
|
$37,216
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
650
shares
|
$37,102
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
602
shares
|
$34,362
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
574
shares
|
$32,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
560
shares
|
$31,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
530
shares
|
$30,252
0.0% of portfolio
|
Q4 2024
Reduced 27.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
504
shares
|
$28,768
0.0% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
500
shares
|
$28,540
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$28,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
500
shares
|
$28,540
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
500
shares
|
$28,540
0.01% of portfolio
|
Q1 2024
New holding
|