Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
330
shares
|
$17,942
0.0% of portfolio
|
Q2 2024
Reduced 37.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
280
shares
|
$15,223
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
262
shares
|
$14,244
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
261
shares
|
$14,190
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
257
shares
|
$13,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
222
shares
|
$12,070
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
210
shares
|
$11,417
0.0% of portfolio
|
Q3 2024
Added 176.32%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
204
shares
|
$11,091
0.01% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
201
shares
|
$10,928
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$10,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$10,112
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
180
shares
|
$9,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
165
shares
|
$8,971
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
160
shares
|
$8,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
146
shares
|
$7,938
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
143
shares
|
$7,774
0.0% of portfolio
|
Q4 2023
Added 186.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
135
shares
|
$7,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
128
shares
|
$6,959
0.0% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
120
shares
|
$6,524
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
108
shares
|
$5,871
0.0% of portfolio
|
Q3 2024
Reduced 97.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
100
shares
|
$5,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$5,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,437
0.0% of portfolio
|
Q3 2018
Added 650.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
93
shares
|
$5,056
0.0% of portfolio
|
Q2 2024
Added 75.47%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
90
shares
|
$4,893
0.0% of portfolio
|
Q2 2024
New holding
|