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 |
---|---|---|---|---|---|
Compass Wealth Management LLC
Guilford, CT |
Apr 05, 2024 Q1 2024 |
800
shares
|
$45,232
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
750
shares
|
$42,405
0.02% of portfolio
|
Q1 2023
Added 2172.73%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
700
shares
|
$39,578
0.0% of portfolio
|
Q4 2023
Added 250.0%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
650
shares
|
$36,751
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
625
shares
|
$35,337
0.0% of portfolio
|
Q3 2023
Reduced 70.81%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
618
shares
|
$34,941
0.0% of portfolio
|
Q1 2024
Reduced 41.25%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
530
shares
|
$29,966
0.0% of portfolio
|
Q1 2024
Added 60.61%
|
|
Avalon Trust CO
Santa Fe, NM |
May 07, 2024 Q1 2024 |
500
shares
|
$28,270
0.0% of portfolio
|
Q3 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
500
shares
|
$28,270
0.01% of portfolio
|
Q3 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$28,270
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
500
shares
|
$28,270
0.01% of portfolio
|
Q4 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
500
shares
|
$28,270
0.0% of portfolio
|
Q2 2019
New holding
|
|
Cnb Bank
Clearfield, PA |
May 02, 2024 Q1 2024 |
500
shares
|
$28,270
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
453
shares
|
$25,612
0.0% of portfolio
|
Q1 2024
Added 1.12%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$25,443
0.0% of portfolio
|
Q1 2022
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
378
shares
|
$21,372
0.0% of portfolio
|
Q4 2023
Added 0.8%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
350
shares
|
$19,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$18,658
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
330
shares
|
$18,658
0.0% of portfolio
|
Q2 2023
New holding
|
|
Naples Money Management LLC
Naples, FL |
Apr 30, 2024 Q1 2024 |
280
shares
|
$15,831
0.02% of portfolio
|
Q4 2023
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
235
shares
|
$13,286
0.0% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
215
shares
|
$12,156
0.0% of portfolio
|
Q1 2024
Added 1.42%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
200
shares
|
$11,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
May 07, 2024 Q1 2024 |
199
shares
|
$11,251
0.0% of portfolio
|
Q1 2024
Reduced 50.5%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$10,516
0.0% of portfolio
|
Q4 2020
New holding
|