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Sunoco (SUN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Sunoco (NYSE:SUN)

Current
Institutional Ownership
Percentage
24.29%
Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$251.97M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$44.95M
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SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC3,327$201K0.0%N/A0.003%
5/9/2024 Texas Yale Capital Corp.24,300$1.47M0.1%+3.8%0.024%
5/8/2024 Avantax Advisory Services Inc.7,749$467K0.0%-8.3%0.008%
5/8/2024 US Bancorp DE22,107$1.33M0.0%-10.7%0.022%
5/7/2024Susquehanna Portfolio Strategies LLC53,403$3.22M0.1%-31.4%0.053%
5/7/2024 Oppenheimer Asset Management Inc.3,441$207K0.0%-21.0%0.003%
5/2/2024 Jennison Associates LLC202,965$12.24M0.0%-21.0%0.201%
5/2/2024 Fifth Lane Capital LP6,952$419K0.4%N/A0.007%
5/2/2024 CNB Bank500$30K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC13,182$795K0.0%-4.3%0.013%
5/1/2024 BNP Paribas Financial Markets71,320$4.30M0.0%+57.3%0.071%
5/1/2024 Mirae Asset Global Investments Co. Ltd.12,154$733K0.0%N/A0.012%
4/30/2024 Norden Group LLC5,544$334K0.0%N/A0.005%
4/29/2024Commonwealth Equity Services LLC28,324$1.71M0.0%-2.8%0.028%
4/29/2024 Benjamin F. Edwards & Company Inc.7,251$437K0.0%-3.3%0.007%
4/27/2024 Finer Wealth Management Inc.25,601$1.54M1.0%+14.9%0.025%
4/25/2024 Cambridge Investment Research Advisors Inc.24,666$1.49M0.0%+31.7%0.024%
4/24/2024 Newbridge Financial Services Group Inc.3,548$214K0.1%N/A0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.193,821$11.69M0.0%+0.4%0.192%
4/22/2024 Centennial Wealth Advisory LLC4,274$258K0.1%-16.2%0.004%
4/22/2024 PFG Investments LLC6,561$396K0.0%+13.8%0.007%
4/22/2024 Raymond James & Associates85,112$5.13M0.0%+10.5%0.084%
4/19/2024 Norden Group LLC5,544$334K0.0%N/A0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.17,000$1.03M0.0%-10.5%0.017%
4/16/2024 Register Financial Advisors LLC913$55K0.0%N/A0.001%
4/15/2024 Brookstone Capital Management10,684$644K0.0%+6.7%0.011%
4/15/2024 Counterpoint Mutual Funds LLC11,305$682K0.2%N/A0.011%
4/15/2024 F&V Capital Management LLC8,250$497K0.1%+10.0%0.008%
4/13/2024 Quad Cities Investment Group LLC13,336$804K0.5%-9.9%0.013%
4/12/2024 Miller Howard Investments Inc. NY437,171$26.36M0.9%+4.2%0.434%
3/22/2024PNC Financial Services Group Inc.29,835$1.79M0.0%-15.1%0.030%
3/15/2024B. Riley Wealth Advisors Inc.9,379$562K0.0%-5.0%0.009%
3/8/2024ICA Group Wealth Management LLC500$30K0.0%N/A0.000%
3/1/2024Goldman Sachs Group Inc.2,904,735$174.08M0.0%+10.5%2.881%
2/28/2024EP Wealth Advisors LLC7,960$477K0.0%+44.1%0.008%
2/15/2024Blackstone Inc.2,387,608$143.09M0.6%+58.0%2.376%
2/14/2024Tortoise Index Solutions LLC73,350$4.40M0.8%+12.9%0.073%
2/14/2024XML Financial LLC24,779$1.49M0.2%+1.3%0.025%
2/13/2024Tower Research Capital LLC TRC1,052$63K0.0%-85.7%0.001%
2/13/2024Goldman Sachs Group Inc.2,904,735$174.08M0.0%+10.5%2.891%
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2/13/2024Bridgecreek Investment Management LLC236,750$14.19M2.7%-4.4%0.236%
2/12/2024 Legacy Advisors LLC10,000$599K0.1%+42.9%0.010%
2/12/2024Focus Financial Network Inc. ADV15,107$905K0.0%N/A0.015%
2/12/2024IPG Investment Advisors LLC3,760$225K0.0%-20.8%0.004%
2/9/2024 US Bancorp DE24,762$1.48M0.0%-6.8%0.025%
2/9/2024Clearbridge Investments LLC492,331$29.51M0.0%-9.8%0.490%
2/9/2024Wells Fargo & Company MN355,677$21.32M0.0%+37.1%0.354%
2/9/2024UBS Group AG540,949$32.42M0.0%+68.3%0.538%
2/9/2024PNC Financial Services Group Inc.29,835$1.79M0.0%-15.1%0.030%
2/8/2024 Brown Advisory Inc.4,343$260K0.0%-5.4%0.004%
2/8/2024 Independent Advisor Alliance6,232$373K0.0%-5.1%0.006%
2/7/2024 Avantax Advisory Services Inc.8,450$506K0.0%+6.8%0.008%
2/7/2024 BNP Paribas Financial Markets45,328$2.72M0.0%-52.6%0.045%
2/7/2024Principal Securities Inc.448$27K0.0%N/A0.000%
2/7/2024 Kayne Anderson Capital Advisors LP14,200$851K0.0%-12.3%0.014%
2/6/2024 Apollon Wealth Management LLC40,238$2.41M0.1%+3.5%0.040%
2/6/2024 Wealthcare Advisory Partners LLC6,986$419K0.0%-3.4%0.007%
2/6/2024TCG Advisory Services LLC239,948$14.38M1.0%N/A0.239%
2/5/2024 Alpha Cubed Investments LLC3,462$207K0.0%N/A0.003%
2/5/2024 Kestra Private Wealth Services LLC17,275$1.04M0.0%N/A0.017%
2/5/2024 Steele Capital Management Inc.8,932$535K0.0%N/A0.009%
2/2/2024Truist Financial Corp5,357$321K0.0%-32.6%0.005%
2/2/2024 Retirement Solution Inc.3,342$200K0.1%N/A0.003%
2/2/2024 Fractal Investments LLC242,000$14.50M3.0%+1,110.0%0.241%
2/2/2024Atria Wealth Solutions Inc.9,707$582K0.0%-57.7%0.010%
2/1/2024 Jennison Associates LLC256,898$15.40M0.0%N/A0.256%
2/1/2024 PSI Advisors LLC9,689$581K0.2%-8.2%0.010%
2/1/2024 Sigma Planning Corp28,474$1.71M0.1%-26.8%0.028%
1/30/2024 Tyche Wealth Partners LLC3,777$226K0.1%N/A0.004%
1/30/2024Wealth Alliance3,788$227K0.0%N/A0.004%
1/30/2024 Crescent Grove Advisors LLC7,800$467K0.1%-47.9%0.008%
1/30/2024Bison Wealth LLC3,487$209K0.0%N/A0.003%
1/29/2024 Kanawha Capital Management LLC3,800$228K0.0%N/A0.004%
1/26/2024 Financial Counselors Inc.7,919$475K0.0%+27.7%0.008%
1/26/2024 Miller Howard Investments Inc. NY419,414$25.14M0.9%+19.6%0.417%
1/25/2024 International Assets Investment Management LLC9,583$574K0.0%+3.0%0.010%
1/24/2024 Allworth Financial LP700$42K0.0%+250.0%0.001%
1/24/2024 International Assets Investment Management LLC574,315$34.42M0.0%+6,075.4%0.572%
1/22/2024 True North Advisors LLC3,616$217K0.1%N/A0.004%
1/22/2024 Spirit of America Management Corp NY27,555$1.65M0.4%-73.6%0.027%
1/18/2024 Good Life Advisors LLC8,173$490K0.0%+2.1%0.008%
1/16/2024 Raymond James Financial Services Advisors Inc.193,131$11.57M0.0%-1.5%0.192%
1/16/2024 Raymond James & Associates77,025$4.62M0.0%+7.4%0.077%
1/16/2024CoreCap Advisors LLC33,967$2.04M0.1%N/A0.034%
1/11/2024 Brookstone Capital Management10,013$600K0.0%+1.9%0.010%
1/11/2024 Raymond James Trust N.A.3,784$227K0.0%N/A0.004%
1/10/2024 Quad Cities Investment Group LLC14,796$853K0.5%-18.2%0.015%
1/5/2024 Exchange Traded Concepts LLC73,172$4.39M0.1%+12.6%0.073%
12/1/2023B. Riley Wealth Advisors Inc.9,877$483K0.0%-15.2%0.010%
11/24/2023EP Wealth Advisors LLC5,525$270K0.0%-36.2%0.005%
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11/15/2023WealthPlan Investment Management LLC7,508$368K0.0%N/A0.007%
11/15/2023Recurrent Investment Advisors LLC184,308$9.02M1.3%+12.3%0.183%
11/15/2023 Key Client Fiduciary Advisors LLC4,315$211K0.1%N/A0.004%
11/15/2023 Legacy Advisors LLC7,000$343K0.1%N/A0.007%
11/15/2023ELCO Management Co. LLC48,477$2.37M1.7%-4.9%0.048%
11/14/2023Blackstone Inc.1,511,156$73.97M0.3%-2.1%1.504%
11/14/2023CWA Asset Management Group LLC4,111$201K0.0%N/A0.004%
11/14/2023Nomura Holdings Inc.28,200$1.38M0.0%N/A0.028%
11/14/2023Tower Research Capital LLC TRC7,357$360K0.0%+56,492.3%0.007%
11/14/2023 Mutual Advisors LLC5,314$260K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

SUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUN shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Invesco Ltd. ($249.87M), Goldman Sachs Group Inc. ($174.08M), Blackstone Inc. ($143.09M), JPMorgan Chase & Co. ($54.99M), UBS Group AG ($32.42M), Clearbridge Investments LLC ($29.51M), and Miller Howard Investments Inc. NY ($26.36M).Learn more on SUN's institutional investors.

What percentage of Sunoco stock is owned by institutional investors?

24.29% of Sunoco stock is owned by institutional investors. Learn more on SUN's institutional investor holdings.

Which institutional investors have been buying Sunoco stock?

Of the 141 institutional investors that purchased Sunoco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.15M), Blackstone Inc. ($891.35K), International Assets Investment Management LLC ($570.96K), Goldman Sachs Group Inc. ($551.75K), Miller Howard Investments Inc. NY ($437.17K), UBS Group AG ($351.17K), and Jennison Associates LLC ($256.90K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 6,602,423 shares in the last 24 months. This purchase volume represents approximately $341.50M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 84 institutional investors that sold Sunoco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($233.73K), Bank of Montreal Can ($206.50K), ING Groep NV ($105K), Natixis ($103.28K), Spirit of America Management Corp NY ($77.92K), Clearbridge Investments LLC ($59.13K), and Jennison Associates LLC ($53.93K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 1,560,331 shares in the last 24 months. This volume of shares sold represents approximately $72.55M in transactions.


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This page (NYSE:SUN) was last updated on 5/10/2024 by MarketBeat.com Staff

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