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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
45,112
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
44,256
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
42,333
shares
|
$2.25 Million
2.16% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
42,238
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,030
shares
|
$2.23 Million
0.61% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
41,101
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 681.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,062
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,601
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 40.68%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,551
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
36,350
shares
|
$1.93 Million
1.92% of portfolio
|
Q2 2022
Added 46.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,112
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
35,160
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,678
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,486
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,603
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
32,083
shares
|
$1.7 Million
1.13% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,834
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
31,342
shares
|
$1.66 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
30,840
shares
|
$1.64 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
29,501
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
28,505
shares
|
$1.51 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,840
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,825
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
27,200
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
26,090
shares
|
$1.38 Million
0.85% of portfolio
|
Q1 2025
Reduced 25.01%
|