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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,955
shares
|
$106,684
0.0% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,884
shares
|
$102,809
0.01% of portfolio
|
Q2 2024
Added 18.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,633
shares
|
$89,112
0.0% of portfolio
|
Q4 2024
Added 93.25%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,350
shares
|
$73,669
0.02% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,244
shares
|
$67,885
0.01% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,200
shares
|
$65,484
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$65,484
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,058
shares
|
$57,735
0.0% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,022
shares
|
$55,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
960
shares
|
$52,387
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
957
shares
|
$52,223
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
925
shares
|
$50,477
0.0% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
800
shares
|
$43,656
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$43,656
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
746
shares
|
$40,709
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
704
shares
|
$38,417
0.01% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
700
shares
|
$38,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
690
shares
|
$37,653
0.0% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
662
shares
|
$36,125
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
650
shares
|
$35,470
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
602
shares
|
$32,851
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
577
shares
|
$31,486
0.0% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
574
shares
|
$31,323
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
560
shares
|
$30,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
530
shares
|
$28,922
0.0% of portfolio
|
Q4 2024
Reduced 27.69%
|