Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,925
shares
|
$9.81 Million
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
159,128
shares
|
$8.44 Million
0.0% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
158,973
shares
|
$8.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
154,078
shares
|
$8.18 Million
3.65% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
144,429
shares
|
$7.66 Million
0.31% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
125,189
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
114,820
shares
|
$6.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,352
shares
|
$6.07 Million
0.04% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
99,688
shares
|
$5.29 Million
0.08% of portfolio
|
Q1 2025
Added 34.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
94,984
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Added 47.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
93,180
shares
|
$4.95 Million
0.15% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
81,476
shares
|
$4.32 Million
0.2% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
79,897
shares
|
$4.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,699
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
74,578
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
74,578
shares
|
$3.96 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
72,174
shares
|
$3.83 Million
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
71,000
shares
|
$3.77 Million
0.2% of portfolio
|
Q4 2024
Reduced 40.83%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
70,258
shares
|
$3.73 Million
0.13% of portfolio
|
Q1 2025
Added 785.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
65,136
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
61,241
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,535
shares
|
$3.05 Million
0.7% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
56,000
shares
|
$2.97 Million
0.79% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
49,523
shares
|
$2.63 Million
0.06% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
46,000
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 67.27%
|