Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,122
shares
|
$218,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,120
shares
|
$218,648
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,112
shares
|
$218,223
0.06% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,109
shares
|
$218,064
0.0% of portfolio
|
Q1 2025
Reduced 62.97%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,040
shares
|
$214,402
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
3,800
shares
|
$201,666
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,799
shares
|
$201,612
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$199,543
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,750
shares
|
$199,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,716
shares
|
$197,208
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$192,591
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,528
shares
|
$187,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,513
shares
|
$186,434
0.01% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,512
shares
|
$186,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$186,275
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
3,500
shares
|
$185,745
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,429
shares
|
$181,977
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,080
shares
|
$163,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,000
shares
|
$159,210
0.02% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,867
shares
|
$152,151
0.0% of portfolio
|
Q1 2025
Added 95.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,865
shares
|
$152,045
0.01% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,666
shares
|
$141,484
0.0% of portfolio
|
Q1 2023
Added 31.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,173
shares
|
$115,321
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,049
shares
|
$108,740
0.01% of portfolio
|
Q3 2024
Reduced 80.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,040
shares
|
$108,262
0.0% of portfolio
|
Q1 2025
Added 110.09%
|