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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
231,351
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 32166.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
215,793
shares
|
$11.8 Million
0.48% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
213,131
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
189,662
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,925
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
154,078
shares
|
$8.41 Million
3.65% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
149,536
shares
|
$8.16 Million
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
138,000
shares
|
$7.53 Million
0.31% of portfolio
|
Q1 2025
Added 79.22%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
118,433
shares
|
$6.46 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,352
shares
|
$6.24 Million
0.04% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
94,984
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Added 47.65%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
83,235
shares
|
$4.54 Million
0.0% of portfolio
|
Q4 2024
Added 33.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
81,476
shares
|
$4.45 Million
0.2% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
76,448
shares
|
$4.17 Million
0.14% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,699
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
74,578
shares
|
$4.07 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
74,302
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
72,174
shares
|
$3.94 Million
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
71,000
shares
|
$3.87 Million
0.2% of portfolio
|
Q4 2024
Reduced 40.83%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
70,258
shares
|
$3.83 Million
0.13% of portfolio
|
Q1 2025
Added 785.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
66,789
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,876
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
61,241
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,352
shares
|
$3.24 Million
0.12% of portfolio
|
Q4 2024
Added 15.45%
|