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 |
---|---|---|---|---|---|
True North Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
3,616
shares
|
$204,448
0.06% of portfolio
|
Q4 2023
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
3,560
shares
|
$201,282
0.0% of portfolio
|
Q1 2024
Added 0.65%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
3,548
shares
|
$200,603
0.1% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
3,546
shares
|
$200,490
0.0% of portfolio
|
Q1 2024
Reduced 7.39%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
3,500
shares
|
$197,890
0.05% of portfolio
|
Q4 2023
New holding
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
3,498
shares
|
$197,776
0.04% of portfolio
|
Q1 2024
Added 0.32%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
3,474
shares
|
$196,419
0.01% of portfolio
|
Q1 2024
Added 0.35%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
3,441
shares
|
$194,554
0.0% of portfolio
|
Q1 2024
Reduced 21.02%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
3,338
shares
|
$188,730
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
3,327
shares
|
$188,108
0.01% of portfolio
|
Q1 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
3,000
shares
|
$169,620
0.02% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
2,666
shares
|
$150,735
0.01% of portfolio
|
Q1 2023
Added 31.72%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
2,025
shares
|
$114,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 26, 2024 Q1 2024 |
2,000
shares
|
$113,080
0.05% of portfolio
|
Q2 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,584
shares
|
$89,559
0.01% of portfolio
|
Q2 2023
Added 46.13%
|
|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,400
shares
|
$79,156
0.01% of portfolio
|
Q1 2024
New holding
|
|
Estabrook Capital Management
New York, NY |
May 14, 2024 Q1 2024 |
1,250
shares
|
$70,675
0.01% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
1,200
shares
|
$67,848
0.0% of portfolio
|
Q1 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,094
shares
|
$61,854
0.01% of portfolio
|
Q4 2023
Added 1.58%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,093
shares
|
$61,798
0.0% of portfolio
|
Q4 2023
Added 12.45%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
913
shares
|
$51,621
0.03% of portfolio
|
Q1 2024
New holding
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
900
shares
|
$50,886
0.01% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
897
shares
|
$50,716
0.01% of portfolio
|
Q1 2024
Added 1.36%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
881
shares
|
$49,811
0.01% of portfolio
|
Q3 2023
Reduced 31.23%
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
847
shares
|
$47,889
0.01% of portfolio
|
Q1 2023
Reduced 80.52%
|