Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,352
shares
|
$3.39 Million
0.12% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,535
shares
|
$3.28 Million
0.7% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,274
shares
|
$2.98 Million
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
50,133
shares
|
$2.86 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,190
shares
|
$2.75 Million
0.11% of portfolio
|
Q2 2024
Added 50.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
47,916
shares
|
$2.74 Million
0.05% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
46,000
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 67.27%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
43,522
shares
|
$2.48 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,499
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.23%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,030
shares
|
$2.4 Million
0.61% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,909
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
39,410
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
36,350
shares
|
$2.07 Million
1.74% of portfolio
|
Q2 2022
Added 46.87%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
36,000
shares
|
$2.05 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
35,160
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
34,790
shares
|
$1.99 Million
0.96% of portfolio
|
Q4 2024
Added 44.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
34,013
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
33,599
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
33,396
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
31,027
shares
|
$1.77 Million
0.93% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,758
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
30,131
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 41.14%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
28,922
shares
|
$1.65 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,705
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,825
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2024
New holding
|