Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,104
shares
|
$377,009
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,038
shares
|
$373,506
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
7,000
shares
|
$371,490
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,930
shares
|
$367,775
0.03% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
6,884
shares
|
$365,333
0.01% of portfolio
|
Q1 2025
Added 51.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
6,864
shares
|
$364,272
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,658
shares
|
$353,340
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,213
shares
|
$329,723
0.01% of portfolio
|
Q2 2025
Added 185.39%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
6,143
shares
|
$326,009
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,116
shares
|
$324,576
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,057
shares
|
$321,444
0.0% of portfolio
|
Q1 2025
Reduced 70.9%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
5,977
shares
|
$317,199
0.1% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
5,939
shares
|
$315,182
0.04% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
5,750
shares
|
$305,152
0.02% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
5,680
shares
|
$301,437
0.29% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,641
shares
|
$299,367
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,584
shares
|
$296,342
0.0% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,475
shares
|
$290,558
0.05% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
5,400
shares
|
$286,578
0.08% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,380
shares
|
$285,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
5,205
shares
|
$276,229
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
5,161
shares
|
$273,894
0.0% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,133
shares
|
$272,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
5,000
shares
|
$265,350
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,995
shares
|
$265,084
0.04% of portfolio
|
Q1 2025
Reduced 6.32%
|