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 |
---|---|---|---|---|---|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
5,000
shares
|
$282,700
0.04% of portfolio
|
Q1 2024
New holding
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 24, 2024 Q1 2024 |
4,883
shares
|
$276,084
0.02% of portfolio
|
Q4 2022
New holding
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
4,780
shares
|
$270,261
0.0% of portfolio
|
Q2 2023
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
4,693
shares
|
$265,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
4,650
shares
|
$262,911
0.01% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$260,084
0.01% of portfolio
|
Q2 2020
Added 2.6%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
4,550
shares
|
$257,257
0.0% of portfolio
|
Q3 2023
Reduced 30.53%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,443
shares
|
$251,207
0.01% of portfolio
|
Q1 2024
Added 0.57%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 14, 2024 Q1 2024 |
4,384
shares
|
$247,871
0.02% of portfolio
|
Q1 2024
New holding
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 15, 2024 Q1 2024 |
4,380
shares
|
$247,645
0.2% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
4,372
shares
|
$247,192
0.01% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
4,343
shares
|
$245,553
0.0% of portfolio
|
Q4 2023
Reduced 5.44%
|
|
Centennial Wealth Advisory LLC
|
Apr 22, 2024 Q1 2024 |
4,274
shares
|
$241,651
0.12% of portfolio
|
Q1 2024
Reduced 16.16%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
4,160
shares
|
$235,206
0.02% of portfolio
|
Q4 2023
Reduced 5.99%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
4,118
shares
|
$232,831
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
4,111
shares
|
$232,435
0.02% of portfolio
|
Q3 2023
New holding
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 15, 2024 Q1 2024 |
4,040
shares
|
$228,421
0.06% of portfolio
|
Q4 2023
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,918
shares
|
$221,523
0.0% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Kanawha Capital Management LLC
|
Apr 29, 2024 Q1 2024 |
3,800
shares
|
$214,852
0.02% of portfolio
|
Q4 2023
New holding
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
3,793
shares
|
$214,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
3,784
shares
|
$213,947
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
3,760
shares
|
$212,590
0.05% of portfolio
|
Q4 2023
Reduced 20.84%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2024 Q1 2024 |
3,675
shares
|
$207,784
0.05% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$205,183
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
3,625
shares
|
$204,957
0.01% of portfolio
|
Q1 2024
New holding
|