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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
504
shares
|
$27,503
0.0% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$27,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$27,285
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$27,285
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
500
shares
|
$27,285
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$24,556
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
380
shares
|
$20,736
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
378
shares
|
$20,627
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
376
shares
|
$20,518
0.01% of portfolio
|
Q1 2025
Reduced 78.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
330
shares
|
$18,008
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$18,008
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
330
shares
|
$18,008
0.0% of portfolio
|
Q1 2025
Reduced 81.49%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
282
shares
|
$15,388
0.0% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
280
shares
|
$15,279
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
261
shares
|
$14,242
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
257
shares
|
$14,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
231
shares
|
$12,605
0.0% of portfolio
|
Q4 2024
Reduced 78.63%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
229
shares
|
$12,496
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
205
shares
|
$11,186
0.0% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
200
shares
|
$10,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$10,150
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
181
shares
|
$9,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
180
shares
|
$9,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
170
shares
|
$9,276
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
148
shares
|
$8,076
0.0% of portfolio
|
Q1 2025
New holding
|