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 |
---|---|---|---|---|---|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
24,300
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2024
Added 3.85%
|
|
Elco Management Co., LLC
New York, NY |
May 14, 2024 Q1 2024 |
24,216
shares
|
$1.37 Million
0.9% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
24,163
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
23,936
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
23,211
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.82%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
22,137
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
22,107
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.72%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
19,182
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Added 0.18%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,008
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
17,837
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Added 3.25%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
17,540
shares
|
$991,711
0.0% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
17,115
shares
|
$967,682
0.0% of portfolio
|
Q1 2024
Added 18.74%
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 19, 2024 Q1 2024 |
17,000
shares
|
$961,180
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
Dividend Assets Capital, LLC
|
May 15, 2024 Q1 2024 |
15,857
shares
|
$896,554
0.2% of portfolio
|
Q1 2024
Reduced 17.76%
|
|
American Financial Group Inc
|
May 08, 2024 Q1 2024 |
15,500
shares
|
$876,370
0.35% of portfolio
|
Q3 2022
Added 3.33%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
15,183
shares
|
$858,446
0.04% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,107
shares
|
$854,149
0.03% of portfolio
|
Q4 2023
New holding
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
15,036
shares
|
$850,135
0.09% of portfolio
|
Q1 2024
Reduced 39.32%
|
|
Mcdonald Partners LLC
|
Apr 15, 2024 Q1 2024 |
15,000
shares
|
$848,100
0.25% of portfolio
|
Q1 2022
New holding
|
|
Kayne Anderson Capital Advisors LP
|
May 06, 2024 Q1 2024 |
14,200
shares
|
$802,868
0.02% of portfolio
|
Q4 2023
Reduced 12.35%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
13,336
shares
|
$754,017
0.48% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
13,182
shares
|
$745,310
0.0% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
13,101
shares
|
$740,730
0.0% of portfolio
|
Q1 2024
Added 7.09%
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
13,000
shares
|
$735,020
0.03% of portfolio
|
Q3 2023
Added 30.0%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
12,642
shares
|
$714,778
0.0% of portfolio
|
Q1 2024
Added 12.09%
|