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 |
---|---|---|---|---|---|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
160
shares
|
$9,046
0.0% of portfolio
|
Q1 2024
Added 1.91%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
135
shares
|
$7,632
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
128
shares
|
$7,237
0.0% of portfolio
|
Q1 2024
Reduced 57.33%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
120
shares
|
$6,784
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
104
shares
|
$5,880
0.0% of portfolio
|
Q1 2024
Added 0.97%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
100
shares
|
$5,654
0.0% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
80
shares
|
$4,523
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
79
shares
|
$4,466
0.0% of portfolio
|
Q4 2023
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
75
shares
|
$4,240
0.0% of portfolio
|
Q1 2023
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
67
shares
|
$3,788
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
53
shares
|
$2,996
0.0% of portfolio
|
Q1 2022
New holding
|
|
Rudius Management LP
New York, NY |
May 15, 2024 Q1 2024 |
33
shares
|
$1,865
0.0% of portfolio
|
Q4 2020
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
33
shares
|
$1,865
0.0% of portfolio
|
Q4 2022
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
28
shares
|
$1,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
10
shares
|
$565
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
9
shares
|
$508
0.0% of portfolio
|
Q1 2022
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$113
0.0% of portfolio
|
Q3 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|