Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
62,366
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2024
Added 109.04%
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 14, 2024 Q1 2024 |
61,164
shares
|
$3.46 Million
0.54% of portfolio
|
Q1 2024
Added 202.93%
|
|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
57,535
shares
|
$3.25 Million
0.09% of portfolio
|
Q1 2024
Reduced 21.37%
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,535
shares
|
$3.25 Million
0.7% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
Barnett & Company, Inc.
|
May 14, 2024 Q1 2024 |
53,550
shares
|
$3.03 Million
2.22% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
53,403
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2024
Reduced 31.4%
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
50,000
shares
|
$2.83 Million
0.14% of portfolio
|
Q1 2020
Added 93.77%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
42,620
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2024
Added 5.92%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,030
shares
|
$2.38 Million
0.61% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
38,886
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
36,977
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
Park Circle CO
|
May 09, 2024 Q1 2024 |
36,350
shares
|
$2.06 Million
2.08% of portfolio
|
Q2 2022
Added 46.87%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
35,426
shares
|
$2 Million
0.71% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
33,967
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
31,930
shares
|
$1.81 Million
0.08% of portfolio
|
Q1 2024
Added 332.07%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 15, 2024 Q1 2024 |
30,315
shares
|
$1.71 Million
1.37% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
28,904
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2024
Added 1.51%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
28,324
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
27,613
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2024
Added 40.44%
|
|
Spirit Of America Management Corp
|
Apr 17, 2024 Q1 2024 |
27,555
shares
|
$1.56 Million
0.34% of portfolio
|
Q4 2023
Reduced 73.63%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
25,678
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Finer Wealth Management, Inc.
Salem, MA |
Apr 26, 2024 Q1 2024 |
25,601
shares
|
$1.45 Million
1.01% of portfolio
|
Q1 2024
Added 14.93%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
25,356
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 51.21%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
24,666
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
Added 31.68%
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
24,507
shares
|
$1.39 Million
0.84% of portfolio
|
Q1 2024
New holding
|