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Sunoco (SUN) Institutional Ownership

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$54.46 -0.25 (-0.46%)
As of 01/17/2025 03:59 PM Eastern
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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)
134
Total
Institutional Inflows
(last 12 months)
$488.06M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$184.40M
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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
1/17/2025 XML Financial LLC10,848$558K0.1%-24.5%0.007%
1/16/2025 M.E. Allison & CO. Inc.10,545$542K0.6%N/A0.007%
1/16/2025 Cascade Investment Group Inc.26,080$1.34M1.0%-6.1%0.017%
1/15/2025 Ameritas Advisory Services LLC4,940$254K0.0%+6.1%0.003%
1/15/2025 Whitener Capital Management Inc.4,496$231K0.1%-5.5%0.003%
1/15/2025 Wealthcare Advisory Partners LLC10,255$528K0.0%+15.4%0.007%
1/15/2025 Empirical Asset Management LLC28,705$1.48M0.0%-14.3%0.019%
1/15/2025 Carnegie Investment Counsel5,205$268K0.0%-9.9%0.003%
1/14/2025 Quad Cities Investment Group LLC13,006$669K0.3%-1.9%0.009%
1/13/2025 PSI Advisors LLC9,201$473K0.1%-3.8%0.006%
1/13/2025 Kieckhefer Group LLC2,500$129K0.1%N/A0.002%
1/8/2025 International Assets Investment Management LLC11,044$572K0.0%-98.1%0.007%
1/7/2025 Chickasaw Capital Management LLC77,000$3.96M0.2%+21.5%0.051%
12/26/2024JPMorgan Chase & Co.2,191,570$117.64M0.0%+26.2%1.438%
12/13/2024B. Riley Wealth Advisors Inc.10,637$570K0.0%+1.8%0.007%
11/25/2024Tidal Investments LLC7,597$408K0.0%+17.0%0.005%
11/25/2024Wilmington Savings Fund Society FSB3,080$165K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC3,800$204K0.0%+5.6%0.002%
11/25/2024Sanctuary Advisors LLC96,377$5.24M0.0%+11.7%0.063%
11/15/2024Duff & Phelps Investment Management Co.95,662$5.14M0.1%+405.2%0.063%
11/15/2024Barclays PLC436,288$23.42M0.0%+908,833.3%0.286%
11/15/2024MML Investors Services LLC6,087$327K0.0%+9.8%0.004%
11/15/2024EP Wealth Advisors LLC13,988$751K0.0%+68.6%0.009%
11/15/2024Kovitz Investment Group Partners LLC14,599$784K0.0%N/A0.010%
11/15/2024Stifel Financial Corp25,251$1.36M0.0%+0.8%0.017%
11/15/2024Recurrent Investment Advisors LLC864,176$46.39M4.6%+29.3%0.567%
11/15/2024IHT Wealth Management LLC9,627$517K0.0%+2.6%0.006%
11/15/2024HighTower Advisors LLC27,364$1.47M0.0%+4.1%0.018%
11/15/2024Hilltop Holdings Inc.10,761$578K0.0%+11.6%0.007%
11/15/2024Benjamin Edwards Inc.7,740$416K0.0%N/A0.005%
11/14/2024Tradition Wealth Management LLC9,676$519K0.0%+6.1%0.006%
11/14/2024Rockefeller Capital Management L.P.11,789$633K0.0%+15.9%0.008%
11/14/2024Infrastructure Capital Advisors LLC1,087,407$58.37M7.9%+3.1%0.713%
11/14/2024Financial Counselors Inc.9,356$502K0.0%-2.6%0.006%
11/14/2024FORA Capital LLC9,762$524K0.1%N/A0.006%
11/13/2024Glenmede Trust Co. NA27,500$1.48M0.0%+41.0%0.018%
11/13/2024BNP Paribas Financial Markets222,876$11.96M0.0%+2.2%0.146%
11/13/2024FMR LLC25,470$1.37M0.0%-96.3%0.017%
11/13/2024D.A. Davidson & CO.5,117$275K0.0%-33.3%0.003%
11/13/2024Independent Advisor Alliance8,181$439K0.0%-15.9%0.005%
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11/13/2024Fisher Asset Management LLC4,987$268K0.0%N/A0.003%
11/12/2024Kingsview Wealth Management LLC9,213$495K0.0%+18.4%0.006%
11/12/2024Citigroup Inc.339,402$18.22M0.0%-22.2%0.223%
11/8/2024Citizens Financial Group Inc. RI4,564$245K0.0%N/A0.003%
11/8/2024Moors & Cabot Inc.13,624$731K0.0%+10.3%0.009%
11/8/2024Advisors Asset Management Inc.44,705$2.40M0.0%-7.3%0.029%
11/8/2024PNC Financial Services Group Inc.31,526$1.69M0.0%+1.5%0.021%
11/7/2024Kayne Anderson Capital Advisors LP9,431$506K0.0%-51.7%0.006%
11/6/2024ING Groep NV158,715$8.52M0.0%N/A0.104%
11/5/2024Barnett & Company Inc.51,033$2.74M1.8%-3.5%0.033%
11/4/2024Baker Avenue Asset Management LP10,000$537K0.0%-23.1%0.007%
11/4/2024Sigma Planning Corp28,951$1.55M0.0%-0.8%0.019%
11/2/2024Avid Wealth Partners LLC15,834$850K0.6%N/A0.010%
11/2/2024 XML Financial LLC14,373$772K0.1%-5.5%0.009%
11/1/2024Atria Investments Inc6,048$325K0.0%-3.4%0.004%
11/1/2024Crumly & Associates Inc.4,712$253K0.1%-4.9%0.003%
11/1/2024 CWA Asset Management Group LLC4,111$221K0.0%N/A0.003%
10/30/2024Avidian Wealth Enterprises LLC7,044$378K0.0%-25.9%0.005%
10/30/2024Crescent Grove Advisors LLC21,886$1.18M0.1%+128.9%0.014%
10/29/2024Van ECK Associates Corp21,349$1.10M0.0%-41.2%0.014%
10/25/2024Tyche Wealth Partners LLC3,905$210K0.0%+5.4%0.003%
10/24/2024Patriot Financial Group Insurance Agency LLC5,288$284K0.0%-9.3%0.003%
10/24/2024Custom Index Systems LLC21,255$1.14M0.6%-18.6%0.014%
10/24/2024Covenant Partners LLC6,191$332K0.1%N/A0.004%
10/24/2024 Wealth Enhancement Advisory Services LLC4,391$236K0.0%+12.5%0.003%
10/22/2024 International Assets Investment Management LLC572,779$30.75M0.0%+5,437.3%0.376%
10/22/2024Waldron Private Wealth LLC120,000$6.44M0.3%+140.0%0.079%
10/18/2024Raymond James & Associates74,699$4.01M0.0%-5.6%0.049%
10/16/2024 Teamwork Financial Advisors LLC5,027$270K0.0%N/A0.005%
10/16/2024Good Life Advisors LLC8,722$468K0.0%+4.4%0.009%
10/16/2024 Quad Cities Investment Group LLC13,259$712K0.4%-2.7%0.013%
10/16/2024 Cascade Investment Group Inc.27,780$1.49M1.1%-4.3%0.028%
10/11/2024Creative Planning30,650$1.65M0.0%+17.8%0.030%
10/11/2024 Empirical Asset Management LLC33,512$1.80M0.2%-4.2%0.033%
10/10/2024 Carnegie Investment Counsel5,779$310K0.0%+7.9%0.004%
10/10/2024Exchange Traded Concepts LLC128,171$6.88M0.2%+7.1%0.084%
10/10/2024 Chickasaw Capital Management LLC63,400$3.40M0.1%+10.1%0.042%
9/5/2024Sanctuary Advisors LLC86,297$4.89M0.0%N/A0.057%
8/27/2024Clearbridge Investments LLC700,229$39.59M0.0%+176.6%0.459%
8/22/2024Cetera Investment Advisers30,901$1.75M0.0%+39.6%0.020%
8/21/2024Truist Financial Corp5,832$330K0.0%-21.3%0.004%
8/19/2024EP Wealth Advisors LLC8,296$469K0.0%+3.7%0.008%
8/19/2024B. Riley Wealth Advisors Inc.10,447$591K0.0%+5.8%0.010%
8/16/2024Creative Planning26,018$1.47M0.0%-5.8%0.026%
8/16/2024Duff & Phelps Investment Management Co.18,935$1.07M0.0%N/A0.019%
8/15/2024Susquehanna Portfolio Strategies LLC32,909$1.86M0.1%-38.4%0.033%
8/14/2024Gateway Advisory LLC21,607$1.22M0.2%N/A0.021%
8/13/2024Westwood Holdings Group Inc.33,396$1.89M0.0%N/A0.033%
8/13/2024AE Wealth Management LLC14,780$836K0.0%N/A0.015%
8/13/2024King Luther Capital Management Corp6,233$352K0.0%N/A0.006%
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8/13/2024Bridges Investment Management Inc.4,927$279K0.0%N/A0.005%
8/13/2024Benjamin F. Edwards & Company Inc.7,741$438K0.0%+6.8%0.008%
8/12/2024XTX Topco Ltd15,732$889K0.1%N/A0.016%
8/12/2024Mercer Global Advisors Inc. ADV12,185$689K0.0%+9.2%0.012%
8/9/2024Moors & Cabot Inc.12,347$698K0.0%N/A0.012%
8/9/2024Redwood Wealth Management Group LLC810$46K0.0%N/A0.001%
8/8/2024Oppenheimer Asset Management Inc.4,617$261K0.0%+34.2%0.005%
8/8/2024CoreCap Advisors LLC35,011$1.98M0.2%N/A0.035%
8/8/2024BOKF NA8,993$508K0.0%N/A0.009%
8/8/2024Linscomb Wealth Inc.14,740$833K0.0%N/A0.015%
(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, 202 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), JPMorgan Chase & Co. ($117.64M), Tortoise Capital Advisors L.L.C. ($76.41M), Blackstone Inc. ($71.08M), Infrastructure Capital Advisors LLC ($58.37M), and Recurrent Investment Advisors LLC ($46.39M).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 179 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. ($1.60M), Tortoise Capital Advisors L.L.C. ($1.35M), International Assets Investment Management LLC ($1.13M), Blackstone Inc. ($876.45K), Miller Howard Investments Inc. NY ($583.32K), Goldman Sachs Group Inc. ($551.75K), and Clearbridge Investments LLC ($472.26K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 11,218,837 shares in the last 24 months. This purchase volume represents approximately $607.86M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 83 institutional investors that sold Sunoco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($1.24M), FMR LLC ($672.13K), International Assets Investment Management LLC ($568.26K), Clearbridge Investments LLC ($296.14K), Invesco Ltd. ($233.73K), Citigroup Inc. ($124.42K), and Spirit of America Management Corp NY ($76.92K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 3,896,871 shares in the last 24 months. This volume of shares sold represents approximately $215.13M in transactions.


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This page (NYSE:SUN) was last updated on 1/20/2025 by MarketBeat.com Staff
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