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 |
---|---|---|---|---|---|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,000
shares
|
$452,320
0.0% of portfolio
|
Q4 2023
Added 88.24%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
7,961
shares
|
$450,114
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
7,919
shares
|
$447,740
0.01% of portfolio
|
Q4 2023
Added 27.75%
|
|
Barr E S & CO
Lexington, KY |
May 15, 2024 Q1 2024 |
7,775
shares
|
$439,598
0.03% of portfolio
|
Q4 2023
Reduced 26.13%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,749
shares
|
$438,128
0.0% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
7,526
shares
|
$425,520
0.05% of portfolio
|
Q1 2024
Added 0.11%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
7,412
shares
|
$419,074
0.0% of portfolio
|
Q1 2024
Added 38.36%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
7,251
shares
|
$409,971
0.01% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
Jump Financial, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
7,209
shares
|
$407,596
0.01% of portfolio
|
Q1 2024
New holding
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 13, 2024 Q1 2024 |
7,000
shares
|
$395,780
0.31% of portfolio
|
Q3 2021
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
6,988
shares
|
$395,101
0.01% of portfolio
|
Q1 2024
Added 0.03%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
6,988
shares
|
$395,101
0.0% of portfolio
|
Q1 2023
New holding
|
|
Fifth Lane Capital, LP
Austin, TX |
May 02, 2024 Q1 2024 |
6,952
shares
|
$393,066
0.39% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
6,666
shares
|
$376,895
0.01% of portfolio
|
Q1 2024
Added 0.94%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
6,561
shares
|
$370,958
0.02% of portfolio
|
Q1 2024
Added 13.77%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
6,535
shares
|
$369,488
0.0% of portfolio
|
Q1 2024
Added 0.97%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
6,476
shares
|
$366,153
0.04% of portfolio
|
Q1 2024
Added 0.84%
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
6,300
shares
|
$356,202
0.11% of portfolio
|
Q2 2023
New holding
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
6,272
shares
|
$354,618
0.01% of portfolio
|
Q1 2024
Added 0.64%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
6,140
shares
|
$347,155
0.01% of portfolio
|
Q1 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
5,931
shares
|
$335,338
0.06% of portfolio
|
Q1 2024
Added 2.67%
|
|
Americana Partners, LLC
Houston, TX |
May 07, 2024 Q1 2024 |
5,838
shares
|
$330,080
0.03% of portfolio
|
Q1 2024
New holding
|
|
Norden Group LLC
Provo, UT |
Apr 19, 2024 Q1 2024 |
5,544
shares
|
$313,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
5,381
shares
|
$304,241
0.06% of portfolio
|
Q1 2024
Added 86.32%
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,110
shares
|
$288,919
0.0% of portfolio
|
Q1 2024
Reduced 38.4%
|