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 |
---|---|---|---|---|---|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
12,154
shares
|
$687,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hudson Valley Investment Advisors Inc
|
Apr 12, 2024 Q1 2024 |
12,000
shares
|
$678,480
0.09% of portfolio
|
Q4 2020
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
11,720
shares
|
$662,648
0.0% of portfolio
|
Q1 2024
Added 29.82%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
11,542
shares
|
$652,584
0.0% of portfolio
|
Q1 2024
New holding
|
|
Counterpoint Mutual Funds LLC
|
Apr 15, 2024 Q1 2024 |
11,305
shares
|
$639,184
0.17% of portfolio
|
Q1 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
11,157
shares
|
$630,816
0.0% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
10,765
shares
|
$608,653
0.0% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
10,684
shares
|
$604,073
0.01% of portfolio
|
Q1 2024
Added 6.7%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,521
shares
|
$594,857
0.07% of portfolio
|
Q1 2022
Reduced 1.87%
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
10,500
shares
|
$593,670
0.05% of portfolio
|
Q4 2017
Added 5.0%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
10,335
shares
|
$584,340
0.02% of portfolio
|
Q4 2023
Reduced 8.81%
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
10,042
shares
|
$567,774
0.07% of portfolio
|
Q1 2024
Reduced 51.89%
|
|
Legacy Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
10,000
shares
|
$565,400
0.08% of portfolio
|
Q4 2023
Added 42.86%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
9,877
shares
|
$558,445
0.01% of portfolio
|
Q1 2024
Added 5.31%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
9,711
shares
|
$549,059
0.06% of portfolio
|
Q1 2024
Added 1.34%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
9,697
shares
|
$548,268
0.21% of portfolio
|
Q1 2024
Added 0.08%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
9,388
shares
|
$530,797
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,137
shares
|
$516,605
0.0% of portfolio
|
Q1 2024
Reduced 98.59%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
9,097
shares
|
$514,344
0.02% of portfolio
|
Q1 2024
Reduced 27.22%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
9,030
shares
|
$510,556
0.02% of portfolio
|
Q1 2024
Added 2.15%
|
|
Davidson Trust CO
|
May 10, 2024 Q1 2024 |
9,000
shares
|
$508,860
0.32% of portfolio
|
Q3 2022
Reduced 12.62%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
8,932
shares
|
$505,015
0.03% of portfolio
|
Q4 2023
New holding
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,631
shares
|
$487,996
0.21% of portfolio
|
Q1 2024
New holding
|
|
F&V Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
8,250
shares
|
$466,455
0.15% of portfolio
|
Q1 2024
Added 10.0%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
8,003
shares
|
$452,489
0.01% of portfolio
|
Q1 2024
Added 0.54%
|