Sunoco LP Ownership 2024 | Who Owns Sunoco LP Now?
Institutional Ownership
68.88%
Insider Ownership
21.37%
Retail Ownership
9.75%
Institutional Holders
269.00
Sunoco LP Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALPS ADVISORS INC | 22.28% | 7.30% | 18,812,738 | 9,130,494 | 94.30% | 1,063,672,207 | Jun 30, 2024 |
INVESCO LTD. | 10.07% | 0.10% | 8,500,432 | 8,037,218 | 1735.10% | 480,614,426 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 7.94% | 0.06% | 6,699,996 | 4,504,990 | 205.24% | 378,817,774 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.86% | 0.55% | 4,099,360 | 4,099,360 | 100.00% | 231,777,814 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.06% | 0.01% | 1,736,209 | 1,311,249 | 308.56% | 98,165,257 | Jun 30, 2024 |
BLACKSTONE INC. | 1.90% | 0.38% | 1,606,133 | 427,210 | 36.24% | 90,810,760 | Jun 30, 2024 |
MORGAN STANLEY | 1.67% | 0.01% | 1,412,971 | 956,313 | 209.42% | 79,889,386 | Jun 30, 2024 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1.60% | 1.01% | 1,351,368 | 1,346,258 | 26345.56% | 76,406,347 | Jun 30, 2024 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.25% | 7.70% | 1,055,168 | 994,004 | 1625.15% | 59,659,199 | Jun 30, 2024 |
UBS GROUP AG | 1.16% | 0.01% | 978,171 | 430,339 | 78.55% | 55,305,788 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 1.15% | 1.23% | 974,175 | 800,120 | 459.69% | 55,079,855 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.83% | 0.03% | 700,229 | 447,072 | 176.60% | 39,590,948 | Jun 30, 2024 |
FMR LLC | 0.83% | 0.00% | 697,595 | 676,694 | 3237.62% | 39,442,022 | Jun 30, 2024 |
FRACTAL INVESTMENTS LLC | 0.80% | 6.62% | 672,682 | 430,682 | 177.97% | 38,033,440 | Jun 30, 2024 |
RECURRENT INVESTMENT ADVISORS LLC | 0.79% | 3.98% | 668,593 | 463,778 | 226.44% | 37,802,248 | Jun 30, 2024 |
BOWEN HANES & CO INC | 0.71% | 0.94% | 600,000 | - | - | 33,924,000 | Jun 30, 2024 |
MILLER HOWARD INVESTMENTS INC /NY | 0.69% | 1.09% | 583,323 | 146,152 | 33.43% | 32,981,080 | Jun 30, 2024 |
ADAMS ASSET ADVISORS, LLC | 0.68% | 4.21% | 571,538 | 258,103 | 82.35% | 32,314,759 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.61% | 0.01% | 518,286 | 99,430 | 23.74% | 29,303,875 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.59% | 0.00% | 495,788 | 388,657 | 362.79% | 28,031,874 | Jun 30, 2024 |
Sunoco LP's largest institutional shareholder is ALPS ADVISORS INC, holding 22.28% of the company's total share outstanding, currently valued at $1.06B. The top 10 institutional shareholders own together 54.79% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.25% | 7.70% | 1,055,168 | 994,004 | 1625.15% | 59,659,199 | Jun 30, 2024 |
ALPS ADVISORS INC | 22.28% | 7.30% | 18,812,738 | 9,130,494 | 94.30% | 1,063,672,207 | Jun 30, 2024 |
FRACTAL INVESTMENTS LLC | 0.80% | 6.62% | 672,682 | 430,682 | 177.97% | 38,033,440 | Jun 30, 2024 |
ADAMS ASSET ADVISORS, LLC | 0.68% | 4.21% | 571,538 | 258,103 | 82.35% | 32,314,759 | Jun 30, 2024 |
RECURRENT INVESTMENT ADVISORS LLC | 0.79% | 3.98% | 668,593 | 463,778 | 226.44% | 37,802,248 | Jun 30, 2024 |
KERCHEVILLE ADVISORS, LLC | 0.18% | 3.78% | 154,033 | 154,033 | 100.00% | 8,709,026 | Jun 30, 2024 |
BARNETT & COMPANY, INC. | 0.06% | 2.15% | 52,883 | -667 | -1.25% | 2,990,005 | Jun 30, 2024 |
PARK CIRCLE CO | 0.04% | 1.96% | 36,350 | - | - | 2,055,229 | Jun 30, 2024 |
CASCADE INVESTMENT GROUP, INC. | 0.03% | 1.28% | 29,030 | -1,285 | -4.24% | 1,641,357 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 1.15% | 1.23% | 974,175 | 800,120 | 459.69% | 55,079,855 | Jun 30, 2024 |
MILLER HOWARD INVESTMENTS INC /NY | 0.69% | 1.09% | 583,323 | 146,152 | 33.43% | 32,981,080 | Jun 30, 2024 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1.60% | 1.01% | 1,351,368 | 1,346,258 | 26345.56% | 76,406,347 | Jun 30, 2024 |
FINER WEALTH MANAGEMENT, INC. | 0.03% | 0.99% | 27,084 | 1,483 | 5.79% | 1,531,339 | Jun 30, 2024 |
BOWEN HANES & CO INC | 0.71% | 0.94% | 600,000 | - | - | 33,924,000 | Jun 30, 2024 |
CUSTOM INDEX SYSTEMS, LLC | 0.03% | 0.85% | 26,100 | 1,593 | 6.50% | 1,475,694 | Jun 30, 2024 |
ELCO MANAGEMENT CO., LLC | 0.03% | 0.79% | 24,096 | -120 | -0.50% | 1,362,388 | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | 0.04% | 0.74% | 34,983 | -443 | -1.25% | 1,977,946 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.86% | 0.55% | 4,099,360 | 4,099,360 | 100.00% | 231,777,814 | Jun 30, 2024 |
TCG ADVISORY SERVICES, LLC | 0.29% | 0.52% | 242,253 | 3,487 | 1.46% | 13,696,961 | Jun 30, 2024 |
AMERICAN FINANCIAL GROUP INC | 0.02% | 0.47% | 19,500 | 4,000 | 25.81% | 1,103,000 | Jun 30, 2024 |
The largest Sunoco LP shareholder by % of total assets is INFRASTRUCTURE CAPITAL ADVISORS, LLC. The company owns 1.06M shares of Sunoco LP (SUN), representing 7.70% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALPS ADVISORS INC | 22.28% | 7.30% | 18,812,738 | 9,130,494 | 94.30% | 1,063,672,207 | Jun 30, 2024 |
INVESCO LTD. | 10.07% | 0.10% | 8,500,432 | 8,037,218 | 1735.10% | 480,614,426 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 7.94% | 0.06% | 6,699,996 | 4,504,990 | 205.24% | 378,817,774 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.86% | 0.55% | 4,099,360 | 4,099,360 | 100.00% | 231,777,814 | Jun 30, 2024 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1.60% | 1.01% | 1,351,368 | 1,346,258 | 26345.56% | 76,406,347 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.06% | 0.01% | 1,736,209 | 1,311,249 | 308.56% | 98,165,257 | Jun 30, 2024 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.25% | 7.70% | 1,055,168 | 994,004 | 1625.15% | 59,659,199 | Jun 30, 2024 |
MORGAN STANLEY | 1.67% | 0.01% | 1,412,971 | 956,313 | 209.42% | 79,889,386 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 1.15% | 1.23% | 974,175 | 800,120 | 459.69% | 55,079,855 | Jun 30, 2024 |
FMR LLC | 0.83% | 0.00% | 697,595 | 676,694 | 3237.62% | 39,442,022 | Jun 30, 2024 |
RECURRENT INVESTMENT ADVISORS LLC | 0.79% | 3.98% | 668,593 | 463,778 | 226.44% | 37,802,248 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 0.83% | 0.03% | 700,229 | 447,072 | 176.60% | 39,590,948 | Jun 30, 2024 |
FRACTAL INVESTMENTS LLC | 0.80% | 6.62% | 672,682 | 430,682 | 177.97% | 38,033,440 | Jun 30, 2024 |
UBS GROUP AG | 1.16% | 0.01% | 978,171 | 430,339 | 78.55% | 55,305,788 | Jun 30, 2024 |
BLACKSTONE INC. | 1.90% | 0.38% | 1,606,133 | 427,210 | 36.24% | 90,810,760 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.59% | 0.00% | 495,788 | 388,657 | 362.79% | 28,031,874 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.37% | 0.01% | 314,295 | 314,295 | 100.00% | 17,770,212 | Jun 30, 2024 |
ADAMS ASSET ADVISORS, LLC | 0.68% | 4.21% | 571,538 | 258,103 | 82.35% | 32,314,759 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.22% | 0.03% | 189,048 | 189,048 | 100.00% | 10,688,774 | Jun 30, 2024 |
KERCHEVILLE ADVISORS, LLC | 0.18% | 3.78% | 154,033 | 154,033 | 100.00% | 8,709,026 | Jun 30, 2024 |
As of Jun 30 2024, Sunoco LP's largest institutional buyer is ALPS ADVISORS INC. The company purchased 9.13M stocks of SUN, valued at $1.06B.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | - | - | - | -202,965 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.04% | 0.00% | 31,070 | -31,296 | -50.18% | 1,756,698 | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -24,163 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.04% | 0.08% | 32,909 | -20,494 | -38.38% | 1,860,675 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -13,900 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,154 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -11,542 | -100.00% | - | Jun 30, 2024 |
COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -11,305 | -100.00% | - | Jun 30, 2024 |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 0.00% | 6,000 | -11,000 | -64.71% | 339,240 | Jun 30, 2024 |
BARCLAYS PLC | 0.00% | - | 48 | -10,717 | -99.55% | 2,000 | Jun 30, 2024 |
LEGACY ADVISORS, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
F&V CAPITAL MANAGEMENT, LLC | - | - | - | -8,250 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.08% | 0.01% | 69,774 | -7,258 | -9.42% | 3,945,410 | Jun 30, 2024 |
FIFTH LANE CAPITAL, LP | - | - | - | -6,952 | -100.00% | - | Jun 30, 2024 |
GTS SECURITIES LLC | 0.01% | 0.00% | 9,400 | -6,500 | -40.88% | 531,476 | Jun 30, 2024 |
MML INVESTORS SERVICES, LLC | 0.01% | 0.00% | 5,546 | -6,174 | -52.68% | 314,000 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.09% | 0.00% | 79,123 | -5,989 | -7.04% | 4,473,611 | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -5,544 | -100.00% | - | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.02% | 0.00% | 18,518 | -4,693 | -20.22% | 1,047,008 | Jun 30, 2024 |
As of Jun 30 2024, Sunoco LP's biggest institutional seller is JENNISON ASSOCIATES LLC. The company sold -0.20M shares of SUN, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 4.86% | 0.55% | 4,099,360 | 4,099,360 | 100.00% | 231,777,814 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.37% | 0.01% | 314,295 | 314,295 | 100.00% | 17,770,212 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.22% | 0.03% | 189,048 | 189,048 | 100.00% | 10,688,774 | Jun 30, 2024 |
KERCHEVILLE ADVISORS, LLC | 0.18% | 3.78% | 154,033 | 154,033 | 100.00% | 8,709,026 | Jun 30, 2024 |
BROOKFIELD CORP /ON/ | 0.12% | 0.04% | 103,524 | 103,524 | 100.00% | 5,853,247 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.08% | 0.00% | 68,194 | 68,194 | 100.00% | 1,237,000 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.07% | 0.01% | 60,000 | 60,000 | 100.00% | 3,392,400 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | 0.07% | 0.01% | 58,598 | 58,598 | 100.00% | 3,313,131,000 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.04% | 0.00% | 37,493 | 37,493 | 100.00% | 2,119,854 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 0.04% | 0.00% | 36,313 | 36,313 | 100.00% | 2,053,000 | Jun 30, 2024 |
NATIXIS | 0.04% | 0.01% | 35,160 | 35,160 | 100.00% | 1,987,946 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 0.04% | 0.01% | 33,396 | 33,396 | 100.00% | 1,888,210 | Jun 30, 2024 |
SPIDERROCK ADVISORS, LLC | 0.03% | 0.03% | 27,825 | 27,825 | 100.00% | 1,573,225 | Jun 30, 2024 |
GATEWAY ADVISORY, LLC | 0.03% | 0.21% | 21,607 | 21,607 | 100.00% | 1,221,660 | Jun 30, 2024 |
GLENMEDE TRUST CO NA | 0.02% | 0.01% | 19,500 | 19,500 | 100.00% | 1,102,530 | Jun 30, 2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.02% | 0.01% | 18,935 | 18,935 | 100.00% | 1,070,585 | Jun 30, 2024 |
GILMAN HILL ASSET MANAGEMENT, LLC | 0.02% | 0.19% | 18,674 | 18,674 | 100.00% | 1,055,828 | Jun 30, 2024 |
LINSCOMB & WILLIAMS, INC. | 0.02% | 0.04% | 14,740 | 14,740 | 100.00% | 833,400 | Jun 30, 2024 |
M&T BANK CORP | 0.02% | 0.00% | 13,626 | 13,626 | 100.00% | 770,414 | Jun 30, 2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 0.02% | 0.12% | 13,538 | 13,538 | 100.00% | 765,439 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.02% | 0.00% | 13,200 | 13,200 | 100.00% | 746,328 | Jun 30, 2024 |
MOORS & CABOT, INC. | 0.01% | 0.04% | 12,347 | 12,347 | 100.00% | 698,099 | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 0.00% | 10,176 | 10,176 | 100.00% | 575,384 | Jun 30, 2024 |
HILLTOP HOLDINGS INC. | 0.01% | 0.06% | 9,644 | 9,644 | 100.00% | 545,272 | Jun 30, 2024 |
AVIDIAN WEALTH SOLUTIONS, LLC | 0.01% | 0.02% | 9,510 | 9,510 | 100.00% | 537,688 | Jun 30, 2024 |
KEYBANK NATIONAL ASSOCIATION/OH | 0.01% | 0.00% | 9,164 | 9,164 | 100.00% | 518,133 | Jun 30, 2024 |
BOKF, NA | 0.01% | 0.01% | 8,993 | 8,993 | 100.00% | 508,464 | Jun 30, 2024 |
COHEN CAPITAL MANAGEMENT, INC. | 0.01% | 0.08% | 8,210 | 8,210 | 100.00% | 464,193 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.01% | 0.05% | 8,169 | 8,169 | 100.00% | 461,875 | Jun 30, 2024 |
GREEN SQUARE CAPITAL ADVISORS LLC | 0.01% | 0.06% | 7,302 | 7,302 | 100.00% | 412,855 | Jun 30, 2024 |
OPPENHEIMER & CO INC | 0.01% | 0.01% | 6,948 | 6,948 | 100.00% | 392,840 | Jun 30, 2024 |
TOROSO INVESTMENTS, LLC | 0.01% | 0.00% | 6,492 | 6,492 | 100.00% | 367,057 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 6,263 | 6,263 | 100.00% | 354,100 | Jun 30, 2024 |
KING LUTHER CAPITAL MANAGEMENT CORP | 0.01% | 0.00% | 6,233 | 6,233 | 100.00% | 352,414 | Jun 30, 2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.01% | 0.01% | 6,116 | 6,116 | 100.00% | 345,799 | Jun 30, 2024 |
SENDERO WEALTH MANAGEMENT, LLC | 0.01% | 0.06% | 5,994 | 5,994 | 100.00% | 338,901 | Jun 30, 2024 |
MOTCO | 0.01% | 0.02% | 5,760 | 5,760 | 100.00% | 325,670 | Jun 30, 2024 |
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.01% | 0.01% | 5,756 | 5,756 | 100.00% | 325,422 | Jun 30, 2024 |
GUGGENHEIM CAPITAL LLC | 0.01% | 0.00% | 5,272 | 5,272 | 100.00% | 298,079 | Jun 30, 2024 |
CAPITAL ADVISORS INC/OK | 0.01% | 0.01% | 5,159 | 5,159 | 100.00% | 291,690 | Jun 30, 2024 |
CRUMLY & ASSOCIATES INC. | 0.01% | 0.08% | 4,953 | 4,953 | 100.00% | 280,043 | Jun 30, 2024 |
BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.00% | 4,927 | 4,927 | 100.00% | 278,573 | Jun 30, 2024 |
BASSO CAPITAL MANAGEMENT, L.P. | 0.01% | 0.25% | 4,880 | 4,880 | 100.00% | 275,915 | Jun 30, 2024 |
WHITENER CAPITAL MANAGEMENT, INC. | 0.01% | 0.08% | 4,760 | 4,760 | 100.00% | 269,130 | Jun 30, 2024 |
LIBERTY CAPITAL MANAGEMENT, INC. | 0.01% | 0.06% | 4,384 | 4,384 | 100.00% | 247,871 | Jun 30, 2024 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | 0.00% | 0.02% | 3,997 | 3,997 | 100.00% | 226,008 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.00% | 0.00% | 3,829 | 3,829 | 100.00% | 216,492 | Jun 30, 2024 |
WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.00% | 0.05% | 3,654 | 3,654 | 100.00% | 206,597 | Jun 30, 2024 |
PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.01% | 3,600 | 3,600 | 100.00% | 203,544 | Jun 30, 2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 0.00% | 0.02% | 2,240 | 2,240 | 100.00% | 127,000 | Jun 30, 2024 |
ICON WEALTH ADVISORS, LLC | 0.00% | 0.01% | 2,049 | 2,049 | 100.00% | 112,507 | Jun 30, 2024 |
HHM WEALTH ADVISORS, LLC | 0.00% | 0.01% | 1,650 | 1,650 | 100.00% | 93,291 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 1,467 | 1,467 | 100.00% | 82,945 | Jun 30, 2024 |
IFP ADVISORS, INC | 0.00% | 0.00% | 1,295 | 1,295 | 100.00% | 73,180 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 901 | 901 | 100.00% | 50,968 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 845 | 845 | 100.00% | 47,776 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.03% | 810 | 810 | 100.00% | 45,797 | Jun 30, 2024 |
PARKSIDE FINANCIAL BANK & TRUST | 0.00% | 0.01% | 784 | 784 | 100.00% | 44,328 | Jun 30, 2024 |
FIRST HORIZON ADVISORS, INC. | 0.00% | 0.00% | 666 | 666 | 100.00% | 37,656 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.01% | 650 | 650 | 100.00% | 36,745 | Jun 30, 2024 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 0.00% | 0.01% | 574 | 574 | 100.00% | 32,454 | Jun 30, 2024 |
CENTRAL TRUST CO | 0.00% | 0.00% | 560 | 560 | 100.00% | 31,663 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.00% | 0.01% | 261 | 261 | 100.00% | 14,757 | Jun 30, 2024 |
FARMERS & MERCHANTS INVESTMENTS INC | 0.00% | 0.00% | 257 | 257 | 100.00% | 14,531 | Jun 30, 2024 |
RFP FINANCIAL GROUP LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 11,308 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 163 | 163 | 100.00% | 9,216 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.00% | 160 | 160 | 100.00% | 9,016,000 | Jun 30, 2024 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0.00% | 0.00% | 146 | 146 | 100.00% | 8,255 | Jun 30, 2024 |
NBC SECURITIES, INC. | 0.00% | 0.00% | 100 | 100 | 100.00% | 5,000 | Jun 30, 2024 |
UMB BANK, N.A. | 0.00% | 0.00% | 90 | 90 | 100.00% | 5,089 | Jun 30, 2024 |
HILLTOP NATIONAL BANK | 0.00% | 0.00% | 80 | 80 | 100.00% | 4,523 | Jun 30, 2024 |
GABLES CAPITAL MANAGEMENT INC. | - | 0.00% | 40 | 40 | 100.00% | 2,262 | Jun 30, 2024 |
VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 36 | 36 | 100.00% | 2,036 | Jun 30, 2024 |
Sunoco LP's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 4.10M shares, valued at $231.78M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | - | - | - | -202,965 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -24,163 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -13,900 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,154 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -11,542 | -100.00% | - | Jun 30, 2024 |
COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -11,305 | -100.00% | - | Jun 30, 2024 |
LEGACY ADVISORS, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
F&V CAPITAL MANAGEMENT, LLC | - | - | - | -8,250 | -100.00% | - | Jun 30, 2024 |
FIFTH LANE CAPITAL, LP | - | - | - | -6,952 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -5,544 | -100.00% | - | Jun 30, 2024 |
SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -4,443 | -100.00% | - | Jun 30, 2024 |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -3,918 | -100.00% | - | Jun 30, 2024 |
COMMERCE BANK | - | - | - | -3,793 | -100.00% | - | Jun 30, 2024 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | - | - | - | -3,625 | -100.00% | - | Jun 30, 2024 |
PARK AVENUE SECURITIES LLC | - | - | - | -3,560 | -100.00% | - | Jun 30, 2024 |
RETIREMENT INCOME SOLUTIONS, INC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
ALPHA CUBED INVESTMENTS, LLC | - | - | - | -3,474 | -100.00% | - | Jun 30, 2024 |
CSS LLC/IL | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
GOODWIN INVESTMENT ADVISORY | - | - | - | -679 | -100.00% | - | Jun 30, 2024 |
ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
Sunoco LP's largest sold out institutional shareholder by shares sold is JENNISON ASSOCIATES LLC, sold -0.20M shares, valued at -, as of undefined.
Sunoco LP Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Manager Directed Portfolios | 2.63% | 430,300 | - | - | Jan 31, 2024 |
FRANKLIN STRATEGIC SERIES | 1.41% | 12,000,000 | - | - | Jan 31, 2024 |
HIGHLAND FUNDS II | 1.30% | 19,285 | - | - | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS 18 | 1.30% | 327,319 | 222,694 | 212.85% | Feb 29, 2024 |
Duff & Phelps Utility & Infrastructure Fund Inc. | 1.16% | 337,335 | - | - | Apr 29, 2022 |
GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND | 1.06% | 142,884 | -55,245 | -27.88% | May 31, 2023 |
PIMCO Energy & Tactical Credit Opportunities Fund | 0.91% | 6,500,000 | - | - | Mar 31, 2024 |
Duff & Phelps Select MLP & Midstream Energy Fund Inc. | 0.90% | 12,500 | -5,000 | -28.57% | May 28, 2021 |
ALPS ETF Trust | 0.76% | 9,602,501 | 9,602,501 | - | Feb 29, 2024 |
Cushing NextGen Infrastructure Income Fund | 0.52% | 60,000 | - | - | Feb 29, 2024 |
PIMCO Energy & Tactical Credit Opportunities Fund | 0.42% | 3,000,000 | - | - | Mar 31, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.36% | 935,000 | - | - | Mar 31, 2024 |
LMP CAPITAL & INCOME FUND INC. | 0.35% | 104,510 | -60,790 | -36.78% | Feb 29, 2024 |
John Hancock Hedged Equity & Income Fund | 0.33% | 50,000 | - | - | Mar 31, 2024 |
CREDIT SUISSE HIGH YIELD BOND FUND | 0.32% | 1,100,000 | - | - | Jan 31, 2024 |
CREDIT SUISSE ASSET MANAGEMENT INCOME FUND INC | 0.32% | 750,000 | - | - | Mar 31, 2024 |
Nuveen Global High Income Fund | 0.31% | 1,410,000 | - | - | Mar 31, 2024 |
Virtus Strategy Trust | 0.27% | 5,735,000 | - | - | Mar 28, 2024 |
VOYA CREDIT INCOME FUND | 0.27% | 390,000 | - | - | Feb 29, 2024 |
Salient Midstream & MLP Fund | 0.27% | 59,801 | - | - | Aug 31, 2022 |
EATON VANCE SERIES TRUST II | 0.27% | 17,021,000 | - | - | Jan 31, 2024 |
BlackRock Multi-Sector Opportunities Trust | 0.25% | 427,000 | - | - | Dec 31, 2023 |
PGIM High Yield Bond Fund, Inc. | 0.24% | 1,530,000 | -100,000 | -6.13% | Jan 31, 2024 |
John Hancock Hedged Equity & Income Fund | 0.23% | 35,000 | - | - | Mar 31, 2024 |
Global Income Builder Portfolio | 0.22% | 226,000 | - | - | Apr 30, 2023 |
AMERICAN HIGH INCOME TRUST | 0.21% | 40,575,000 | - | - | Mar 31, 2024 |
HIGH INCOME OPPORTUNITIES PORTFOLIO | 0.21% | 2,670,000 | 670,000 | 33.50% | Jan 31, 2024 |
Global Income Builder Portfolio | 0.20% | 209,000 | - | - | Apr 30, 2023 |
Blackstone Strategic Credit Fund | 0.20% | 1,980,000 | -300,000 | -13.16% | Mar 31, 2024 |
AMERICAN HIGH INCOME TRUST | 0.20% | 38,080,000 | - | - | Mar 31, 2024 |
ADVISORS SERIES TRUST | 0.20% | 9,279,000 | 3,782,000 | 68.80% | Mar 31, 2024 |
Virtus Investment Trust | 0.19% | 6,635,000 | - | - | Mar 28, 2024 |
AMERICAN HIGH INCOME TRUST | 0.18% | 34,975,000 | - | - | Mar 31, 2024 |
Franklin High Income Trust | 0.17% | 5,000,000 | - | - | Mar 31, 2024 |
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | 0.17% | 735,000 | - | - | Dec 31, 2023 |
Brookfield Real Assets Income Fund Inc. | 0.16% | 1,981,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY CALIFORNIA TAX FREE & MUNICIPAL FUNDS | 0.16% | 5,675,000 | - | - | Feb 29, 2024 |
USCF ETF Trust | 0.16% | 33,258 | - | - | Mar 28, 2024 |
Franklin High Income Trust | 0.16% | 4,600,000 | - | - | Mar 31, 2024 |
PUTNAM TAX FREE INCOME TRUST | 0.16% | 3,300,000 | - | - | Jan 31, 2024 |
PUTNAM MANAGED MUNICIPAL INCOME TRUST | 0.15% | 730,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund II | 0.15% | 565,000 | - | - | Jan 31, 2024 |
Harbor ETF Trust | 0.15% | 700,000 | - | - | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.15% | 730,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INVESTORS TRUST | 0.15% | 436,000 | - | - | Jan 31, 2024 |
BlackRock Multi-Sector Opportunities Trust II | 0.14% | 172,000 | - | - | Sep 30, 2023 |
KKR Credit Opportunities Portfolio | 0.14% | 1,344,000 | - | - | Jan 31, 2024 |
LORD ABBETT TRUST I | 0.14% | 4,150,000 | 2,566,000 | 161.99% | Jan 31, 2024 |
John Hancock Hedged Equity & Income Fund | 0.13% | 20,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK INVESTORS TRUST | 0.13% | 374,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INVESTORS TRUST | 0.13% | 374,000 | - | - | Jan 31, 2024 |
FRANKLIN UNIVERSAL TRUST | 0.11% | 200,000 | - | - | Feb 29, 2024 |
PGIM Global High Yield Fund, Inc. | 0.11% | 850,000 | - | - | Jan 31, 2024 |
PGIM High Yield Bond Fund, Inc. | 0.11% | 700,000 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 | 0.11% | 29,725,000 | 2,950,000 | 11.02% | Feb 29, 2024 |
Nuveen Global High Income Fund | 0.10% | 475,000 | - | - | Mar 31, 2024 |
FIRST TRUST HIGH INCOME LONG/SHORT FUND | 0.10% | 547,000 | - | - | Jan 31, 2024 |
FIRST INVESTORS LIFE SERIES FUNDS | 0.10% | 300,000 | 300,000 | - | Sep 30, 2019 |
HIGH INCOME OPPORTUNITIES PORTFOLIO | 0.10% | 1,297,000 | - | - | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.10% | 1,781,000 | - | - | Jan 31, 2024 |
ADVISORS SERIES TRUST | 0.09% | 4,484,000 | - | - | Jan 31, 2024 |
PGIM Global High Yield Fund, Inc. | 0.09% | 700,000 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 | 0.09% | 24,683,000 | 300,000 | 1.23% | Feb 29, 2024 |
Blackstone Long-Short Credit Income Fund | 0.08% | 213,000 | -100,000 | -31.95% | Mar 31, 2024 |
Thornburg Income Builder Opportunities Trust | 0.08% | 500,000 | - | - | Mar 31, 2024 |
EATON VANCE LTD DURATION INCOME FUND | 0.08% | 1,692,000 | - | - | Mar 31, 2024 |
ALPS ETF Trust | 0.08% | 962,000 | -86,000 | -8.21% | Feb 29, 2024 |
ULTRA SERIES FUND | 0.07% | 135,000 | - | - | Mar 31, 2024 |
Virtus Diversified Income & Convertible Fund | 0.07% | 145,000 | - | - | Jan 31, 2024 |
NUVEEN INVESTMENT TRUST III | 0.07% | 1,500,000 | - | - | Feb 29, 2024 |
Fidelity Central Investment Portfolios LLC | 0.07% | 3,575,000 | - | - | Feb 29, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.07% | 2,345,000 | - | - | Jan 31, 2024 |
Harbor ETF Trust | 0.06% | 300,000 | - | - | Jan 31, 2024 |
Harbor ETF Trust | 0.06% | 300,000 | 300,000 | - | Jan 31, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.06% | 18,663,000 | 1,447,000 | 8.40% | Feb 29, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 196,000 | - | - | Jan 31, 2024 |
EATON VANCE SERIES TRUST II | 0.06% | 3,737,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.06% | 17,216,000 | - | - | Feb 29, 2024 |
JANUS INVESTMENT FUND | 0.06% | 17,800,000 | - | - | Dec 31, 2023 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 191,000 | - | - | Jan 31, 2024 |
FIDELITY SUMMER STREET TRUST | 0.06% | 20,709,000 | - | - | Jan 31, 2024 |
Versus Capital Real Assets Fund LLC | 0.06% | 443,000 | 20,000 | 4.73% | Mar 28, 2024 |
DBX ETF TRUST | 0.06% | 4,225,000 | 624,000 | 17.33% | Feb 29, 2024 |
American Funds Multi-Sector Income Fund | 0.05% | 7,331,000 | - | - | Mar 31, 2024 |
DBX ETF TRUST | 0.05% | 3,844,000 | 308,000 | 8.71% | Feb 29, 2024 |
LAZARD FUNDS INC | 0.05% | 2,000,000 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.05% | 6,876,000 | - | - | Mar 28, 2024 |
FIDELITY COVINGTON TRUST | 0.05% | 879,000 | -450,000 | -33.86% | Feb 29, 2024 |
SSGA Active Trust | 0.05% | 5,876,000 | -1,275,000 | -17.83% | Mar 31, 2024 |
Global X Funds | 0.05% | 2,047,604 | 2,038,679 | 22842.34% | Feb 29, 2024 |
T. Rowe Price Exchange-Traded Funds, Inc. | 0.04% | 305,000 | - | - | Feb 29, 2024 |
INTEGRITY FUNDS | 0.04% | 114,000 | - | - | Jan 31, 2024 |
INCOME FUND OF AMERICA | 0.04% | 14,945,000 | 1,670,000 | 12.58% | Jan 31, 2024 |
ETFis Series Trust I | 0.04% | 60,054 | 60,054 | - | Jan 31, 2024 |
Pacific Global ETF Trust | 0.04% | 13,270 | - | - | Sep 30, 2021 |
EATON VANCE LTD DURATION INCOME FUND | 0.04% | 884,000 | - | - | Mar 31, 2024 |
BlackRock Multi-Sector Opportunities Trust | 0.04% | 67,000 | - | - | Dec 31, 2023 |
TCW STRATEGIC INCOME FUND INC | 0.04% | 283,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK BOND TRUST | 0.04% | 2,675,000 | 500,000 | 22.99% | Feb 29, 2024 |
FIDELITY ADVISOR SERIES II | 0.04% | 5,550,000 | - | - | Mar 31, 2024 |
Sunoco LP's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 430.30K shares, compromising 2.63% of its total assets.
Sunoco LP Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 269 | 20.63% |
31 Mar, 24 | 223 | 2.29% |
31 Dec, 23 | 218 | 11.79% |
30 Sep, 23 | 195 | -1.52% |
30 Jun, 23 | 198 | 5.32% |
31 Mar, 23 | 188 | 3.30% |
31 Dec, 22 | 182 | 7.69% |
30 Sep, 22 | 169 | -1.17% |
30 Jun, 22 | 171 | -2.84% |
31 Mar, 22 | 176 | 4.14% |
31 Dec, 21 | 169 | 7.64% |
30 Sep, 21 | 157 | -0.63% |
30 Jun, 21 | 158 | 13.67% |
31 Mar, 21 | 139 | -4.79% |
31 Dec, 20 | 146 | 5.04% |
30 Sep, 20 | 139 | -3.47% |
30 Jun, 20 | 144 | 5.88% |
31 Mar, 20 | 136 | -15.53% |
31 Dec, 19 | 161 | 13.38% |
30 Sep, 19 | 142 | 0.71% |
30 Jun, 19 | 141 | 5.22% |
31 Mar, 19 | 134 | -2.90% |
31 Dec, 18 | 138 | -0.72% |
30 Sep, 18 | 139 | -0.71% |
30 Jun, 18 | 140 | 18.64% |
31 Mar, 18 | 118 | -9.92% |
31 Dec, 17 | 131 | 5.65% |
30 Sep, 17 | 124 | -6.77% |
30 Jun, 17 | 133 | 3.91% |
31 Mar, 17 | 128 | -11.72% |
31 Dec, 16 | 145 | 8.21% |
30 Sep, 16 | 134 | 2.29% |
30 Jun, 16 | 131 | 14.91% |
31 Mar, 16 | 114 | -2.56% |
31 Dec, 15 | 117 | 7.34% |
30 Sep, 15 | 109 | 10.10% |
30 Jun, 15 | 99 | -6.60% |
31 Mar, 15 | 106 | 29.27% |
31 Dec, 14 | 82 | 4000.00% |
30 Sep, 14 | 2 | - |
30 Sep, 11 | 1 | - |
As of 30 Jun 24, 269 institutions are holding Sunoco LP's shares, representing an increase of 20.63% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 58,151,024 | 177.78% |
31 Mar, 24 | 20,934,138 | -13.45% |
31 Dec, 23 | 24,186,128 | 26.15% |
30 Sep, 23 | 19,172,464 | 8.34% |
30 Jun, 23 | 17,695,927 | -0.21% |
31 Mar, 23 | 17,733,538 | 2.41% |
31 Dec, 22 | 17,315,492 | 6.95% |
30 Sep, 22 | 16,190,241 | -3.67% |
30 Jun, 22 | 16,807,316 | -2.43% |
31 Mar, 22 | 17,225,886 | -0.11% |
31 Dec, 21 | 17,244,269 | -2.16% |
30 Sep, 21 | 17,624,719 | -5.03% |
30 Jun, 21 | 18,558,317 | -10.20% |
31 Mar, 21 | 20,666,210 | -10.65% |
31 Dec, 20 | 23,128,483 | -3.45% |
30 Sep, 20 | 23,956,161 | -3.88% |
30 Jun, 20 | 24,923,672 | -2.58% |
31 Mar, 20 | 25,583,960 | -7.34% |
31 Dec, 19 | 27,610,571 | -1.52% |
30 Sep, 19 | 28,035,852 | -1.33% |
30 Jun, 19 | 28,414,188 | -0.74% |
31 Mar, 19 | 28,626,078 | -2.44% |
31 Dec, 18 | 29,342,615 | 1.88% |
30 Sep, 18 | 28,802,337 | 1.78% |
30 Jun, 18 | 28,298,364 | -3.55% |
31 Mar, 18 | 29,340,455 | -1.17% |
31 Dec, 17 | 29,686,326 | -2.61% |
30 Sep, 17 | 30,480,403 | -0.64% |
30 Jun, 17 | 30,676,378 | 18.26% |
31 Mar, 17 | 25,938,704 | -12.25% |
31 Dec, 16 | 29,559,563 | -17.41% |
30 Sep, 16 | 35,792,543 | -10.54% |
30 Jun, 16 | 40,009,726 | 20.87% |
31 Mar, 16 | 33,100,292 | -1.90% |
31 Dec, 15 | 33,742,156 | 61.88% |
30 Sep, 15 | 20,843,988 | 35.91% |
30 Jun, 15 | 15,336,119 | 1.87% |
31 Mar, 15 | 15,054,966 | 12.32% |
31 Dec, 14 | 13,403,668 | 12421.99% |
30 Sep, 14 | 107,041 | - |
30 Sep, 11 | 5,801 | - |
Sunoco LP (SUN) has 58.15M shares outstanding as of 30 Jun 24, up 177.78% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 68.88% | 11.20% |
31 Mar, 24 | 24.80% | 3.00% |
31 Dec, 23 | 28.77% | 5.53% |
30 Sep, 23 | 22.81% | 5.15% |
30 Jun, 23 | 21.05% | 4.73% |
31 Mar, 23 | 21.10% | 4.95% |
31 Dec, 22 | 20.65% | 5.53% |
30 Sep, 22 | 19.33% | 4.80% |
30 Jun, 22 | 20.07% | 4.74% |
31 Mar, 22 | 20.58% | 4.81% |
31 Dec, 21 | 20.68% | 4.63% |
30 Sep, 21 | 21.14% | 4.27% |
30 Jun, 21 | 22.27% | 3.62% |
31 Mar, 21 | 24.80% | 3.20% |
31 Dec, 20 | 27.82% | 3.34% |
30 Sep, 20 | 28.84% | 3.20% |
30 Jun, 20 | 30.02% | 3.16% |
31 Mar, 20 | 30.82% | 2.77% |
31 Dec, 19 | 33.34% | 2.90% |
30 Sep, 19 | 33.88% | 2.87% |
30 Jun, 19 | 34.34% | 2.87% |
31 Mar, 19 | 34.61% | 2.74% |
31 Dec, 18 | 35.55% | 2.92% |
30 Sep, 18 | 34.91% | 2.97% |
30 Jun, 18 | 34.30% | 3.21% |
31 Mar, 18 | 32.69% | 3.67% |
31 Dec, 17 | 29.84% | 3.18% |
30 Sep, 17 | 30.64% | 3.22% |
30 Jun, 17 | 30.84% | 4.46% |
31 Mar, 17 | 26.30% | 2.74% |
31 Dec, 16 | 31.00% | 2.20% |
30 Sep, 16 | 37.54% | 2.13% |
30 Jun, 16 | 41.97% | 2.93% |
31 Mar, 16 | 37.85% | 0.84% |
31 Dec, 15 | 67.13% | 4.62% |
30 Sep, 15 | 38.10% | 2.08% |
30 Jun, 15 | 42.80% | 2.32% |
31 Mar, 15 | 42.97% | 2.94% |
31 Dec, 14 | 38.25% | 16149.33% |
30 Sep, 14 | 0.49% | - |
30 Sep, 11 | 0.03% | - |
As of 30 Jun 24, Sunoco LP is held by 68.88% institutional shareholders, representing a 11.20% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 186 | 77.14% |
31 Mar, 24 | 105 | 5.00% |
31 Dec, 23 | 100 | 11.11% |
30 Sep, 23 | 90 | 16.88% |
30 Jun, 23 | 77 | -3.75% |
31 Mar, 23 | 80 | -18.37% |
31 Dec, 22 | 98 | 38.03% |
30 Sep, 22 | 71 | 1.43% |
30 Jun, 22 | 70 | -9.09% |
31 Mar, 22 | 77 | -9.41% |
31 Dec, 21 | 85 | 25.00% |
30 Sep, 21 | 68 | -6.85% |
30 Jun, 21 | 73 | 30.36% |
31 Mar, 21 | 56 | -11.11% |
31 Dec, 20 | 63 | 3.28% |
30 Sep, 20 | 61 | -6.15% |
30 Jun, 20 | 65 | - |
31 Mar, 20 | 65 | -9.72% |
31 Dec, 19 | 72 | 30.91% |
30 Sep, 19 | 55 | -1.79% |
30 Jun, 19 | 56 | 1.82% |
31 Mar, 19 | 55 | -3.51% |
31 Dec, 18 | 57 | -3.39% |
30 Sep, 18 | 59 | -14.49% |
30 Jun, 18 | 69 | 27.78% |
31 Mar, 18 | 54 | -14.29% |
31 Dec, 17 | 63 | 75.00% |
30 Sep, 17 | 36 | -40.00% |
30 Jun, 17 | 60 | 5.26% |
31 Mar, 17 | 57 | -14.93% |
31 Dec, 16 | 67 | - |
30 Sep, 16 | 67 | 6.35% |
30 Jun, 16 | 63 | - |
31 Mar, 16 | 63 | 1.61% |
31 Dec, 15 | 62 | 3.33% |
30 Sep, 15 | 60 | 13.21% |
30 Jun, 15 | 53 | -10.17% |
31 Mar, 15 | 59 | -20.27% |
31 Dec, 14 | 74 | 3600.00% |
30 Sep, 14 | 2 | - |
30 Sep, 11 | 1 | - |
186 institutional shareholders have increased their position in SUN stock as of 30 Jun 24 compared to 105 in the previous quarter (a 77.14% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 34 | -30.61% |
31 Mar, 24 | 49 | -15.52% |
31 Dec, 23 | 58 | 38.10% |
30 Sep, 23 | 42 | -20.75% |
30 Jun, 23 | 53 | 1.92% |
31 Mar, 23 | 52 | 48.57% |
31 Dec, 22 | 35 | -10.26% |
30 Sep, 22 | 39 | -13.33% |
30 Jun, 22 | 45 | 9.76% |
31 Mar, 22 | 41 | 13.89% |
31 Dec, 21 | 36 | 12.50% |
30 Sep, 21 | 32 | -8.57% |
30 Jun, 21 | 35 | -5.41% |
31 Mar, 21 | 37 | 12.12% |
31 Dec, 20 | 33 | 13.79% |
30 Sep, 20 | 29 | -6.45% |
30 Jun, 20 | 31 | 19.23% |
31 Mar, 20 | 26 | -33.33% |
31 Dec, 19 | 39 | 25.81% |
30 Sep, 19 | 31 | 3.33% |
30 Jun, 19 | 30 | 7.14% |
31 Mar, 19 | 28 | -15.15% |
31 Dec, 18 | 33 | 6.45% |
30 Sep, 18 | 31 | 6.90% |
30 Jun, 18 | 29 | -9.38% |
31 Mar, 18 | 32 | 3.23% |
31 Dec, 17 | 31 | -20.51% |
30 Sep, 17 | 39 | 34.48% |
30 Jun, 17 | 29 | -9.38% |
31 Mar, 17 | 32 | -23.81% |
31 Dec, 16 | 42 | 23.53% |
30 Sep, 16 | 34 | 3.03% |
30 Jun, 16 | 33 | 13.79% |
31 Mar, 16 | 29 | -12.12% |
31 Dec, 15 | 33 | 37.50% |
30 Sep, 15 | 24 | -11.11% |
30 Jun, 15 | 27 | 35.00% |
31 Mar, 15 | 20 | 1900.00% |
31 Dec, 14 | 1 | - |
30 Sep, 14 | - | - |
30 Sep, 11 | - | - |
34 institutional shareholders have reduced their position in SUN stock as of 30 Jun 24 compared to 49 in the previous quarter (a -30.61% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 269 | 20.63% | 58,151,024 | 177.78% | 68.88% | 11.20% | 186 | 77.14% | 34 | -30.61% |
31 Mar, 24 | 223 | 2.29% | 20,934,138 | -13.45% | 24.80% | 3.00% | 105 | 5.00% | 49 | -15.52% |
31 Dec, 23 | 218 | 11.79% | 24,186,128 | 26.15% | 28.77% | 5.53% | 100 | 11.11% | 58 | 38.10% |
30 Sep, 23 | 195 | -1.52% | 19,172,464 | 8.34% | 22.81% | 5.15% | 90 | 16.88% | 42 | -20.75% |
30 Jun, 23 | 198 | 5.32% | 17,695,927 | -0.21% | 21.05% | 4.73% | 77 | -3.75% | 53 | 1.92% |
31 Mar, 23 | 188 | 3.30% | 17,733,538 | 2.41% | 21.10% | 4.95% | 80 | -18.37% | 52 | 48.57% |
31 Dec, 22 | 182 | 7.69% | 17,315,492 | 6.95% | 20.65% | 5.53% | 98 | 38.03% | 35 | -10.26% |
30 Sep, 22 | 169 | -1.17% | 16,190,241 | -3.67% | 19.33% | 4.80% | 71 | 1.43% | 39 | -13.33% |
30 Jun, 22 | 171 | -2.84% | 16,807,316 | -2.43% | 20.07% | 4.74% | 70 | -9.09% | 45 | 9.76% |
31 Mar, 22 | 176 | 4.14% | 17,225,886 | -0.11% | 20.58% | 4.81% | 77 | -9.41% | 41 | 13.89% |
31 Dec, 21 | 169 | 7.64% | 17,244,269 | -2.16% | 20.68% | 4.63% | 85 | 25.00% | 36 | 12.50% |
30 Sep, 21 | 157 | -0.63% | 17,624,719 | -5.03% | 21.14% | 4.27% | 68 | -6.85% | 32 | -8.57% |
30 Jun, 21 | 158 | 13.67% | 18,558,317 | -10.20% | 22.27% | 3.62% | 73 | 30.36% | 35 | -5.41% |
31 Mar, 21 | 139 | -4.79% | 20,666,210 | -10.65% | 24.80% | 3.20% | 56 | -11.11% | 37 | 12.12% |
31 Dec, 20 | 146 | 5.04% | 23,128,483 | -3.45% | 27.82% | 3.34% | 63 | 3.28% | 33 | 13.79% |
30 Sep, 20 | 139 | -3.47% | 23,956,161 | -3.88% | 28.84% | 3.20% | 61 | -6.15% | 29 | -6.45% |
30 Jun, 20 | 144 | 5.88% | 24,923,672 | -2.58% | 30.02% | 3.16% | 65 | - | 31 | 19.23% |
31 Mar, 20 | 136 | -15.53% | 25,583,960 | -7.34% | 30.82% | 2.77% | 65 | -9.72% | 26 | -33.33% |
31 Dec, 19 | 161 | 13.38% | 27,610,571 | -1.52% | 33.34% | 2.90% | 72 | 30.91% | 39 | 25.81% |
30 Sep, 19 | 142 | 0.71% | 28,035,852 | -1.33% | 33.88% | 2.87% | 55 | -1.79% | 31 | 3.33% |
30 Jun, 19 | 141 | 5.22% | 28,414,188 | -0.74% | 34.34% | 2.87% | 56 | 1.82% | 30 | 7.14% |
31 Mar, 19 | 134 | -2.90% | 28,626,078 | -2.44% | 34.61% | 2.74% | 55 | -3.51% | 28 | -15.15% |
31 Dec, 18 | 138 | -0.72% | 29,342,615 | 1.88% | 35.55% | 2.92% | 57 | -3.39% | 33 | 6.45% |
30 Sep, 18 | 139 | -0.71% | 28,802,337 | 1.78% | 34.91% | 2.97% | 59 | -14.49% | 31 | 6.90% |
30 Jun, 18 | 140 | 18.64% | 28,298,364 | -3.55% | 34.30% | 3.21% | 69 | 27.78% | 29 | -9.38% |
31 Mar, 18 | 118 | -9.92% | 29,340,455 | -1.17% | 32.69% | 3.67% | 54 | -14.29% | 32 | 3.23% |
31 Dec, 17 | 131 | 5.65% | 29,686,326 | -2.61% | 29.84% | 3.18% | 63 | 75.00% | 31 | -20.51% |
30 Sep, 17 | 124 | -6.77% | 30,480,403 | -0.64% | 30.64% | 3.22% | 36 | -40.00% | 39 | 34.48% |
30 Jun, 17 | 133 | 3.91% | 30,676,378 | 18.26% | 30.84% | 4.46% | 60 | 5.26% | 29 | -9.38% |
31 Mar, 17 | 128 | -11.72% | 25,938,704 | -12.25% | 26.30% | 2.74% | 57 | -14.93% | 32 | -23.81% |
31 Dec, 16 | 145 | 8.21% | 29,559,563 | -17.41% | 31.00% | 2.20% | 67 | - | 42 | 23.53% |
30 Sep, 16 | 134 | 2.29% | 35,792,543 | -10.54% | 37.54% | 2.13% | 67 | 6.35% | 34 | 3.03% |
30 Jun, 16 | 131 | 14.91% | 40,009,726 | 20.87% | 41.97% | 2.93% | 63 | - | 33 | 13.79% |
31 Mar, 16 | 114 | -2.56% | 33,100,292 | -1.90% | 37.85% | 0.84% | 63 | 1.61% | 29 | -12.12% |
31 Dec, 15 | 117 | 7.34% | 33,742,156 | 61.88% | 67.13% | 4.62% | 62 | 3.33% | 33 | 37.50% |
30 Sep, 15 | 109 | 10.10% | 20,843,988 | 35.91% | 38.10% | 2.08% | 60 | 13.21% | 24 | -11.11% |
30 Jun, 15 | 99 | -6.60% | 15,336,119 | 1.87% | 42.80% | 2.32% | 53 | -10.17% | 27 | 35.00% |
31 Mar, 15 | 106 | 29.27% | 15,054,966 | 12.32% | 42.97% | 2.94% | 59 | -20.27% | 20 | 1900.00% |
31 Dec, 14 | 82 | 4000.00% | 13,403,668 | 12421.99% | 38.25% | 16149.33% | 74 | 3600.00% | 1 | - |
30 Sep, 14 | 2 | - | 107,041 | - | 0.49% | - | 2 | - | - | - |
30 Sep, 11 | 1 | - | 5,801 | - | 0.03% | - | 1 | - | - | - |
Sunoco LP Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Sunoco LP's stock was made by Barron Bradley C on Jul 11 2024, selling - shares at - per share (valued at -). The last insider buy of SUN was made by Harkness Austin on May 31 2024, buying 1,000 shares at $49.74 per share (worth $49.74K).
Sunoco LP Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 6 | - | - |
Q1 2024 | 5 | 1 | 500.00% |
Q4 2023 | 9 | 8 | 112.50% |
Q1 2023 | 4 | - | - |
Q4 2022 | 9 | 6 | 150.00% |
Q3 2022 | 1 | - | - |
Q2 2022 | 2 | 1 | 200.00% |
Q1 2022 | 8 | - | - |
Q4 2021 | 10 | 10 | 100.00% |
Q3 2021 | 1 | - | - |
Q2 2021 | 2 | 2 | 100.00% |
Q1 2021 | 3 | - | - |
Q4 2020 | 11 | 12 | 91.67% |
Q2 2020 | - | 1 | - |
Q1 2020 | 15 | - | - |
Q4 2019 | 10 | 8 | 125.00% |
Q1 2019 | 3 | - | - |
Q4 2018 | 11 | 8 | 137.50% |
Q2 2018 | - | - | - |
Q1 2018 | 8 | 4 | 200.00% |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Sunoco LP's insiders, as of Q2 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 6 | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 1 | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | - | - |
Q4 2021 | 2 | 3 | 66.67% |
Q3 2021 | - | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | 6 | - |
Q2 2020 | - | - | - |
Q1 2020 | 12 | - | - |
Q4 2019 | - | 1 | - |
Q1 2019 | - | - | - |
Q4 2018 | 1 | 1 | 100.00% |
Q2 2018 | - | - | - |
Q1 2018 | 2 | - | - |
As of Q2 2024, Insider owners conducted 6 open market buy trades and 0 open market sell trades of Sunoco LP's stocks.
Sunoco LP Peer Ownership
SUN Ownership FAQ
Who Owns Sunoco LP?
Sunoco LP is owned by institutional shareholders (68.88%), insiders (21.37%), and public (9.75%). The largest institutional shareholder of Sunoco LP is ALPS ADVISORS INC (22.28% of total shares) and the top mutual fund owner is Manager Directed Portfolios (2.63% of total shares).
Who are the major institutional shareholders of Sunoco LP?
Sunoco LP's major institutional shareholders are ALPS ADVISORS INC, INVESCO LTD., GOLDMAN SACHS GROUP INC, MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., and JPMORGAN CHASE & CO. The top five shareholders own together 47.20% of the company's share outstanding.
How many Sunoco LP shareholders are there?
As of Jun 2024, there are 269 institutional shareholders of Sunoco LP.
What percentage of Sunoco LP is owned by ALPS ADVISORS INC?
ALPS ADVISORS INC owns 18.81M shares of Sunoco LP, representing 22.28% of the company's total shares outstanding, valued at $1.06B (as of Jun 2024).
What percentage of Sunoco LP is owned by INVESCO LTD?
As of Jun 2024, INVESCO LTD holds 8.5M shares of Sunoco LP (SUN), compromising 10.07% of the company, valued at $480.61M.
What percentage of Sunoco LP is owned by GOLDMAN SACHS GROUP INC?
GOLDMAN SACHS GROUP INC is the third largest holder of Sunoco LP. The company owns 6.7M of the company's shares outstanding (worth $378.82M).