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Sunoco (SUN) Institutional Ownership

Sunoco logo
$51.08 +0.01 (+0.02%)
(As of 12/20/2024 05:45 PM ET)
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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)
130
Total
Institutional Inflows
(last 12 months)
$465.23M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$155.30M
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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
12/13/2024 B. Riley Wealth Advisors Inc.10,637$570K0.0%+1.8%0.007%
11/25/2024 Tidal Investments LLC7,597$408K0.0%+17.0%0.005%
11/25/2024 Wilmington Savings Fund Society FSB3,080$165K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC3,800$204K0.0%+5.6%0.002%
11/25/2024 Sanctuary Advisors LLC96,377$5.24M0.0%+11.7%0.063%
11/15/2024 Duff & Phelps Investment Management Co.95,662$5.14M0.1%+405.2%0.063%
11/15/2024 Barclays PLC436,288$23.42M0.0%+908,833.3%0.286%
11/15/2024 MML Investors Services LLC6,087$327K0.0%+9.8%0.004%
11/15/2024 EP Wealth Advisors LLC13,988$751K0.0%+68.6%0.009%
11/15/2024 Kovitz Investment Group Partners LLC14,599$784K0.0%N/A0.010%
11/15/2024 Stifel Financial Corp25,251$1.36M0.0%+0.8%0.017%
11/15/2024 Recurrent Investment Advisors LLC864,176$46.39M4.6%+29.3%0.567%
11/15/2024 IHT Wealth Management LLC9,627$517K0.0%+2.6%0.006%
11/15/2024 HighTower Advisors LLC27,364$1.47M0.0%+4.1%0.018%
11/15/2024 Hilltop Holdings Inc.10,761$578K0.0%+11.6%0.007%
11/15/2024 Benjamin Edwards Inc.7,740$416K0.0%N/A0.005%
11/14/2024 Tradition Wealth Management LLC9,676$519K0.0%+6.1%0.006%
11/14/2024 Rockefeller Capital Management L.P.11,789$633K0.0%+15.9%0.008%
11/14/2024 Infrastructure Capital Advisors LLC1,087,407$58.37M7.9%+3.1%0.713%
11/14/2024 Financial Counselors Inc.9,356$502K0.0%-2.6%0.006%
11/14/2024 FORA Capital LLC9,762$524K0.1%N/A0.006%
11/13/2024 Glenmede Trust Co. NA27,500$1.48M0.0%+41.0%0.018%
11/13/2024 BNP Paribas Financial Markets222,876$11.96M0.0%+2.2%0.146%
11/13/2024 FMR LLC25,470$1.37M0.0%-96.3%0.017%
11/13/2024 D.A. Davidson & CO.5,117$275K0.0%-33.3%0.003%
11/13/2024 Independent Advisor Alliance8,181$439K0.0%-15.9%0.005%
11/13/2024Fisher Asset Management LLC4,987$268K0.0%N/A0.003%
11/12/2024 Kingsview Wealth Management LLC9,213$495K0.0%+18.4%0.006%
11/12/2024 Citigroup Inc.339,402$18.22M0.0%-22.2%0.223%
11/8/2024 Citizens Financial Group Inc. RI4,564$245K0.0%N/A0.003%
11/8/2024 Moors & Cabot Inc.13,624$731K0.0%+10.3%0.009%
11/8/2024 Advisors Asset Management Inc.44,705$2.40M0.0%-7.3%0.029%
11/8/2024 PNC Financial Services Group Inc.31,526$1.69M0.0%+1.5%0.021%
11/7/2024 Kayne Anderson Capital Advisors LP9,431$506K0.0%-51.7%0.006%
11/6/2024 ING Groep NV158,715$8.52M0.0%N/A0.104%
11/5/2024 Barnett & Company Inc.51,033$2.74M1.8%-3.5%0.033%
11/4/2024 Baker Avenue Asset Management LP10,000$537K0.0%-23.1%0.007%
11/4/2024 Sigma Planning Corp28,951$1.55M0.0%-0.8%0.019%
11/2/2024 Avid Wealth Partners LLC15,834$850K0.6%N/A0.010%
11/2/2024 XML Financial LLC14,373$772K0.1%-5.5%0.009%
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11/1/2024 Atria Investments Inc6,048$325K0.0%-3.4%0.004%
11/1/2024 Crumly & Associates Inc.4,712$253K0.1%-4.9%0.003%
11/1/2024 CWA Asset Management Group LLC4,111$221K0.0%N/A0.003%
10/30/2024 Avidian Wealth Enterprises LLC7,044$378K0.0%-25.9%0.005%
10/30/2024 Crescent Grove Advisors LLC21,886$1.18M0.1%+128.9%0.014%
10/29/2024 Van ECK Associates Corp21,349$1.10M0.0%-41.2%0.014%
10/25/2024 Tyche Wealth Partners LLC3,905$210K0.0%+5.4%0.003%
10/24/2024 Patriot Financial Group Insurance Agency LLC5,288$284K0.0%-9.3%0.003%
10/24/2024 Custom Index Systems LLC21,255$1.14M0.6%-18.6%0.014%
10/24/2024 Covenant 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%
10/22/2024 Waldron 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%
10/16/2024 Good 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%
10/11/2024 Creative 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%
10/10/2024 Exchange 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%
9/5/2024 Sanctuary Advisors LLC86,297$4.89M0.0%N/A0.057%
8/27/2024 Clearbridge Investments LLC700,229$39.59M0.0%+176.6%0.459%
8/22/2024 Cetera Investment Advisers30,901$1.75M0.0%+39.6%0.020%
8/21/2024 Truist Financial Corp5,832$330K0.0%-21.3%0.004%
8/19/2024 EP Wealth Advisors LLC8,296$469K0.0%+3.7%0.008%
8/19/2024 B. Riley Wealth Advisors Inc.10,447$591K0.0%+5.8%0.010%
8/16/2024 Creative Planning26,018$1.47M0.0%-5.8%0.026%
8/16/2024 Duff & Phelps Investment Management Co.18,935$1.07M0.0%N/A0.019%
8/15/2024 Susquehanna Portfolio Strategies LLC32,909$1.86M0.1%-38.4%0.033%
8/14/2024 Gateway Advisory LLC21,607$1.22M0.2%N/A0.021%
8/13/2024 Westwood Holdings Group Inc.33,396$1.89M0.0%N/A0.033%
8/13/2024 AE Wealth Management LLC14,780$836K0.0%N/A0.015%
8/13/2024 King Luther Capital Management Corp6,233$352K0.0%N/A0.006%
8/13/2024 Bridges 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%
8/12/2024 XTX Topco Ltd15,732$889K0.1%N/A0.016%
8/12/2024 Mercer Global Advisors Inc. ADV12,185$689K0.0%+9.2%0.012%
8/9/2024 Moors & Cabot Inc.12,347$698K0.0%N/A0.012%
8/9/2024 Redwood Wealth Management Group LLC810$46K0.0%N/A0.001%
8/8/2024 Oppenheimer Asset Management Inc.4,617$261K0.0%+34.2%0.005%
8/8/2024 CoreCap Advisors LLC35,011$1.98M0.2%N/A0.035%
8/8/2024 BOKF NA8,993$508K0.0%N/A0.009%
8/8/2024 Linscomb Wealth Inc.14,740$833K0.0%N/A0.015%
8/8/2024 HHM Wealth Advisors LLC1,650$93K0.0%N/A0.002%
8/7/2024 Longfellow Investment Management Co. LLC574$32K0.0%N/A0.001%
8/7/2024 Wedbush Securities Inc.10,553$597K0.0%+2.1%0.010%
8/6/2024 Custom Index Systems LLC26,100$1.48M0.8%+6.5%0.026%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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8/6/2024 Strategic Financial Concepts LLC68,194$3.86M0.0%N/A0.068%
8/6/2024 Oxbow Advisors LLC8,169$462K0.1%N/A0.008%
8/6/2024 Tortoise Capital Advisors L.L.C.1,351,368$76.41M1.0%+26,345.6%1.340%
8/5/2024 Private Advisor Group LLC52,064$2.94M0.0%+40.8%0.052%
8/3/2024 Crumly & Associates Inc.4,953$280K0.1%N/A0.005%
8/1/2024 Financial Counselors Inc.9,606$543K0.0%+21.3%0.010%
7/31/2024 Van ECK Associates Corp36,313$2.05M0.0%N/A0.036%
7/31/2024Commonwealth Equity Services LLC25,460$1.44M0.0%-10.1%0.025%
7/31/2024Wealth Alliance Advisory Group LLC3,654$207K0.0%N/A0.004%
7/31/2024 IFG Advisory LLC13,951$789K0.1%N/A0.014%
(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), Tortoise Capital Advisors L.L.C. ($76.41M), Blackstone Inc. ($71.08M), Infrastructure Capital Advisors LLC ($58.37M), JPMorgan Chase & Co. ($54.99M), 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 180 institutional investors that purchased Sunoco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Capital Advisors L.L.C. ($1.35M), JPMorgan Chase & Co. ($1.15M), 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 10,775,127 shares in the last 24 months. This purchase volume represents approximately $583.67M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 81 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), Clearbridge Investments LLC ($296.14K), Invesco Ltd. ($233.73K), Citigroup Inc. ($124.42K), Spirit of America Management Corp NY ($76.92K), and Jennison Associates LLC ($53.93K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 3,325,613 shares in the last 24 months. This volume of shares sold represents approximately $185.73M in transactions.


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This page (NYSE:SUN) was last updated on 12/21/2024 by MarketBeat.com Staff
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