Sunoco LP Ownership 2024 | Who Owns Sunoco LP Now?

Overview Forecast RevenueFinancials Chart Transcripts

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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 31, 2024	Harkness Austin	officer	EVP - Commercial	P-Purchase	Buy	1,000	$49.74	$49.74K	83,686
May 29, 2024	Fails Karl R	officer	EVP & Chief Operations Officer	P-Purchase	Buy	3,000	$50.18	$150.54K	230,916
May 29, 2024	Hand Brian A	officer	EVP-Chief Sales Officer	P-Purchase	Buy	2,000	$49.59	$99.18K	153,255
May 28, 2024	Kim Joseph	director, officer	President & CEO	P-Purchase	Buy	5,000	$50.50	$252.52K	10,000
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 31, 2024	Harkness Austin	officer	EVP - Commercial	P-Purchase	Buy	1,000	$49.74	$49.74K	83,686
May 29, 2024	Fails Karl R	officer	EVP & Chief Operations Officer	P-Purchase	Buy	3,000	$50.18	$150.54K	230,916
May 29, 2024	Hand Brian A	officer	EVP-Chief Sales Officer	P-Purchase	Buy	2,000	$49.59	$99.18K	153,255
May 28, 2024	Kim Joseph	director, officer	President & CEO	P-Purchase	Buy	5,000	$50.50	$252.52K	10,000
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jul 11, 2024	Barron Bradley C	director	-		Sell	-	-	-	20,000
Mar 28, 2024	Smith W Brett	director	-		Sell	-	-	-	1,477

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 11, 2024	Barron Bradley C	director	-		Sell	-	-	-	20,000
May 31, 2024	Harkness Austin	officer	EVP - Commercial	P-Purchase	Buy	1,000	$49.74	$49.74K	83,686
May 29, 2024	Fails Karl R	officer	EVP & Chief Operations Officer	P-Purchase	Buy	3,000	$50.18	$150.54K	230,916
May 29, 2024	Hand Brian A	officer	EVP-Chief Sales Officer	P-Purchase	Buy	2,000	$49.59	$99.18K	153,255
May 28, 2024	Kim Joseph	director, officer	President & CEO	P-Purchase	Buy	5,000	$50.50	$252.52K	10,000
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708
Apr 19, 2024	Skidmore David K	director	-	A-Award	Buy	2,577	-	-	13,108
Mar 28, 2024	Smith W Brett	director	-		Sell	-	-	-	1,477
Jan 04, 2024	Alvarez Oscar A.	director	-	A-Award	Buy	2,577	-	-	8,175
Jan 04, 2024	Washburne Ray W	director	-	A-Award	Buy	2,577	-	-	8,175
Jan 04, 2024	Anbouba Imad K.	director	-	A-Award	Buy	2,577	-	-	19,536
Jan 04, 2024	Skidmore David K	director	-	A-Award	Buy	2,577	-	-	10,531
Dec 12, 2023	Raymer Rick	officer	VP & Controller & PAO	A-Award	Buy	6,500	-	-	32,689
Dec 12, 2023	Dodderer Arnold	officer	GC & Asst. Sec.	A-Award	Buy	12,000	-	-	89,890
Dec 12, 2023	Harkness Austin	officer	SVP - Pricing & REO	A-Award	Buy	20,500	-	-	82,686
Dec 12, 2023	Hand Brian A	officer	SVP-Chief Sales Officer	A-Award	Buy	20,500	-	-	151,255
Dec 12, 2023	Fails Karl R	officer	EVP & Chief Operations Officer	A-Award	Buy	30,000	-	-	227,916
Dec 12, 2023	Kim Joseph	director, officer	President & CEO	A-Award	Buy	70,000	-	-	446,821
Dec 12, 2023	Curia Christopher	director, officer	EVP - Human Resources	A-Award	Buy	11,000	-	-	129,828

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

Ticker	Company
VLO	Valero Energy Corporation
SGU	Star Group, L.P.
PARR	Par Pacific Holdings, Inc.
MPC	Marathon Petroleum Corporation
DK	Delek US Holdings, Inc.
DKL	Delek Logistics Partners, LP
PBF	PBF Energy Inc.
PSX	Phillips 66
DINO	HF Sinclair Corporation
CVI	CVR Energy, Inc.
CAPL	CrossAmerica Partners LP

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).