Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,940
shares
|
$281,975
0.01% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,933
shares
|
$281,575
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
4,927
shares
|
$281,233
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
4,883
shares
|
$278,721
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,716
shares
|
$269,189
0.01% of portfolio
|
Q2 2024
Added 24.63%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,711
shares
|
$268,903
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,648
shares
|
$265,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,639
shares
|
$264,794
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,626
shares
|
$264,052
0.02% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,621
shares
|
$263,766
0.01% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$262,568
0.01% of portfolio
|
Q2 2020
Added 2.6%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,531
shares
|
$258,629
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
4,531
shares
|
$258,629
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,522
shares
|
$258,115
0.09% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
4,496
shares
|
$256,631
0.07% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,491
shares
|
$256,346
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,384
shares
|
$250,238
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,380
shares
|
$250,010
0.19% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,360
shares
|
$248,868
0.0% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,256
shares
|
$242,932
0.06% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,216
shares
|
$240,649
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
4,040
shares
|
$230,603
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,961
shares
|
$226,093
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,896
shares
|
$222,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$207,143
0.01% of portfolio
|
Q1 2024
New holding
|