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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
3,800
shares
|
$207,366
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,799
shares
|
$207,311
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$205,183
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,750
shares
|
$204,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,716
shares
|
$202,782
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,654
shares
|
$199,398
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$198,034
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,528
shares
|
$192,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,513
shares
|
$191,704
0.01% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,512
shares
|
$191,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$191,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
3,500
shares
|
$190,995
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,080
shares
|
$168,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,022
shares
|
$164,910
0.0% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$163,710
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,867
shares
|
$156,452
0.0% of portfolio
|
Q1 2025
Added 95.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,865
shares
|
$156,343
0.01% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,666
shares
|
$145,483
0.01% of portfolio
|
Q1 2023
Added 31.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,177
shares
|
$118,798
0.0% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,170
shares
|
$118,416
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,049
shares
|
$111,813
0.01% of portfolio
|
Q3 2024
Reduced 80.15%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$109,140
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,985
shares
|
$108,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
1,980
shares
|
$108,048
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,955
shares
|
$106,684
0.0% of portfolio
|
Q1 2025
Added 14.53%
|