Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,927
shares
|
$268,866
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
4,883
shares
|
$266,465
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,800
shares
|
$261,936
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,716
shares
|
$257,352
0.01% of portfolio
|
Q2 2024
Added 24.63%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
4,711
shares
|
$257,079
0.09% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
4,640
shares
|
$253,204
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,639
shares
|
$253,150
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,621
shares
|
$252,167
0.01% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$251,022
0.01% of portfolio
|
Q2 2020
Added 2.6%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
4,590
shares
|
$250,476
0.1% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,534
shares
|
$247,420
0.02% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,531
shares
|
$247,256
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,512
shares
|
$246,219
0.0% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,504
shares
|
$245,783
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
4,500
shares
|
$245,565
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,462
shares
|
$243,491
0.0% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,384
shares
|
$239,234
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,380
shares
|
$239,016
0.19% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,376
shares
|
$238,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
4,334
shares
|
$236,506
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,256
shares
|
$232,249
0.06% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,122
shares
|
$224,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,120
shares
|
$224,828
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,109
shares
|
$224,228
0.0% of portfolio
|
Q1 2025
Reduced 62.97%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,040
shares
|
$220,462
0.06% of portfolio
|
Q4 2023
New holding
|