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Get Institutions for : 
Sunoco LP (SUN)  
$54.37 3.24 (6.34%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 201    12
Total shares held : 
 24,272,543  
% of shares held : 
 29.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 5,032,576  
% of shares held change : 
   6.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 10,150,179
 41.82%
 
Increased Positions :
52
 2,015,621
 8.3%
 
Unchanged Positions :
63
 1,342,662
 5.53%
 
Decreased Positions :
55
-6,192,767
-25.51%
 
Closed Positions :
19
-940,457
-3.87%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALPS ADVISERS INC 6 *New 2023-12-31 9,498,706 $569,257,000 9,498,706
   GOLDMAN SACHS GROUP INC/ 464 - 2023-12-31 2,904,735 $174,081,000 275,875
   BLACKSTONE GROUP L.P. 24 - 2023-12-31 2,387,608 $143,089,000 876,452
   INVESCO LTD 848 - 2023-12-31 1,227,260 $73,550,000 -3,877,251
   MORGAN STANLEY 1826 - 2023-12-31 754,928 $45,243,000 -81,625
   JANE STREET GROUP LLC 313 - 2023-12-31 648,841 $38,885,000 169,105
   BOWEN HANES & CO INC 43 - 2023-12-31 600,000 $35,958,000 0
   UBS Group AG 869 - 2023-12-31 540,949 $32,419,000 219,482
   CLEARBRIDGE ADVISORS LLC 416 - 2023-12-31 492,331 $29,505,000 -53,549
   MILLER HOWARD INVESTMENTS INC /NY 45 - 2024-03-31 437,171 $26,357,000 17,757
   WELLS FARGO & CO/MN 1050 - 2023-12-31 355,677 $21,316,000 96,245
   ADAMS ASSET ADVISORS LLC 6 - 2024-03-31 313,435 $18,897,000 0
   JENNISON ASSOCIATES LLC 349 *New 2023-12-31 256,898 $15,396,000 256,898
   Fractal Investments LLC 10 - 2023-12-31 242,000 $14,503,000 222,000
   TCG Advisory Services LLC 20 *New 2023-12-31 239,948 $14,380,000 239,948
   BRIDGECREEK INVESTMENT MANAGEMENT LLC 11 - 2023-12-31 236,750 $14,188,000 -11,000
   J P MORGAN CHASE & CO 1837 - 2023-12-31 222,640 $13,343,000 -1,162,125
   CITIGROUP INC 729 - 2023-12-31 221,931 $13,300,000 -179,218
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 681 - 2023-12-31 193,131 $11,574,000 -3,019
   Recurrent Investment Advisors LLC 20 - 2023-12-31 184,436 $11,053,000 128
   LPL FINANCIAL CORP 1331 - 2023-12-31 145,434 $8,716,000 -6,995
   BANK OF AMERICA CORP /DE/ 2737 - 2023-12-31 103,905 $6,227,000 -109,025
   ROYAL BANK OF CANADA 1841 - 2023-12-31 88,175 $5,284,000 -1,478
   Susquehanna Portfolio Strategies LLC 297 - 2023-12-31 77,843 $4,665,000 0
   RAYMOND JAMES & ASSOCIATES 1587 - 2023-12-31 77,025 $4,616,000 5,320
   Advisor Group Holdings Inc. 1255 - 2023-12-31 76,191 $4,567,000 -24,676
   TORTOISE INDEX SOLUTIONS LLC 27 - 2023-12-31 73,350 $4,396,000 8,358
   EXCHANGE TRADED CONCEPTS LLC 172 - 2023-12-31 73,172 $4,385,000 8,180
   BARNETT & COMPANY, INC. 13 - 2023-12-31 53,950 $3,233,000 -9,783
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1451 - 2023-12-31 51,973 $3,115,000 -376,798
   Waldron LP 82 - 2023-12-31 50,000 $2,996,000 0
   FIRST TRUST ADVISORS LP 1567 - 2023-12-31 48,395 $2,900,000 -11,959
   BNP PARIBAS ARBITRAGE SA 1186 - 2023-12-31 45,328 $2,717,000 -50,320
   Apollon Wealth Management LLC 217 - 2023-12-31 40,238 $2,411,000 1,356
   Private Advisor Group LLC 725 - 2023-12-31 36,973 $2,216,000 68
   PARK CIRCLE Co 11 - 2023-12-31 36,350 $2,178,000 0
   CoreCap Advisors LLC 156 *New 2023-12-31 33,967 $2,036,000 33,967
   CASCADE INVESTMENT GROUP INC. 14 - 2023-12-31 31,015 $1,859,000 0
   PNC FINANCIAL SERVICES GROUP INC 917 - 2023-12-31 29,835 $1,788,000 -5,305
   COMMONWEALTH EQUITY SERVICES LLC. 1752 - 2023-12-31 29,125 $1,745,000 -2,572
   Sigma Planning Corp 162 - 2023-12-31 28,474 $1,706,000 -10,426
   HIGHTOWER ADVISORS, LLC 1507 - 2023-12-31 27,802 $1,668,000 3,152
   CITADEL ADVISORS LLC 2478 - 2023-12-31 27,564 $1,652,000 -32,908
   SPIRIT OF AMERICA MANAGEMENT CORP/NY - 2023-12-31 27,555 $1,651,000 -76,919
   Baird Financial Group Inc. 998 - 2023-12-31 26,625 $1,596,000 -811
   XML Financial LLC 130 - 2023-12-31 24,779 $1,485,000 329
   US BANCORP 936 - 2023-12-31 24,762 $1,484,000 -1,820
   ELCO Management Co. LLC 26 - 2023-12-31 24,222 $1,452,000 -24,255
   YALE CAPITAL CORP 210 - 2023-12-31 23,400 $1,402,000 12,750
   Finer Wealth Management Inc. 31 - 2023-12-31 22,276 $1,335,000 1,977
   Bramshill Investments LLC 67 - 2023-12-31 20,874 $1,251,000 20,874
   INFRASTRUCTURE CAPITAL ADVISORS LLC 45 *New 2023-12-31 20,191 $1,210,000 20,191
   CREATIVE PLANNING 1147 - 2023-12-31 19,662 $1,178,000 1,684
   STIFEL FINANCIAL CORP 2049 - 2023-12-31 19,147 $1,147,000 1,191
   DIVIDEND GROWTH ADVISORS LLC 69 - 2023-12-31 19,282 $1,145,000 -3,613
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 965 - 2023-12-31 19,000 $1,139,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1557 - 2023-12-31 18,732 $1,123,000 -3,397
   CI Private Wealth LLC 1258 - 2023-12-31 17,823 $1,068,000 150
   KESTRA PRIVATE WEALTH SERVICES LLC 519 *New 2023-12-31 17,275 $1,035,000 17,275
   AMERICAN FINANCIAL GROUP INC 43 - 2023-12-31 15,500 $929,000 0
   ACADIAN ASSET MANAGEMENT LLC 888 - 2023-12-31 15,187 $909,000 -10,801
   FOCUS FINANCIAL NETWORK INC /ADV 338 - 2023-12-31 15,107 $905,000 0
   MCDONALD PARTNERS LLC 105 - 2023-12-31 15,000 $899,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1021 - 2023-09-30 18,008 $882,000 0
   AE Wealth Management LLC 1199 - 2023-12-31 14,935 $870,000 -1,753
   AMERIPRISE FINANCIAL INC 3170 - 2023-12-31 14,414 $864,000 376
   KAYNE ANDERSON CAPITAL ADVISORS LP 62 - 2023-12-31 14,200 $851,000 -2,000
   JANNEY MONTGOMERY SCOTT LLC 1548 - 2023-12-31 13,777 $826,000 -118
   Quad-Cities Investment Group LLC 52 - 2024-03-31 13,336 $804,000 -1,460
   BAKER AVENUE ASSET MANAGEMENT, LP 228 - 2023-12-31 13,000 $779,000 0
   U.S. Capital Wealth Advisors LLC 382 - 2023-12-31 12,499 $749,000 26
   ENVESTNET ASSET MANAGEMENT INC 3109 - 2023-12-31 12,234 $733,000 2,525
   HUDSON VALLEY INVESTMENT ADVISORS INC 111 - 2024-03-31 12,000 $723,000 0
   MARINER WEALTH ADVISORS, LLC 1721 - 2023-12-31 11,278 $676,000 3,294
   MERCER GLOBAL ADVISORS INC /ADV 1157 - 2023-12-31 11,185 $670,000 101
   BARCLAYS PLC 2769 - 2023-12-31 10,765 $645,000 -2
   BALDWIN BROTHERS INC/MA 132 - 2024-03-31 10,500 $633,000 0
   WEDBUSH MORGAN SECURITIES INC 484 - 2023-12-31 10,335 $619,000 -999
   Brookstone Capital Management 544 - 2023-12-31 10,013 $600,000 184
   Legacy Advisors LLC 179 - 2023-12-31 10,000 $599,000 3,000
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 328 - 2024-03-31 9,711 $583,000 128
   Atria Wealth Solutions Inc. 1117 - 2023-12-31 9,707 $582,000 -13,246
   PSI Advisors LLC 73 - 2023-12-31 9,689 $581,000 -860
   FINANCIAL NETWORK 1749 - 2023-12-31 9,658 $579,000 471
   NATIONAL ASSET MANAGEMENT, INC. 753 - 2023-12-31 9,379 $562,000 -498
   Tradition Wealth Management LLC 171 - 2023-12-31 9,339 $560,000 59
   MML INVESTORS SERVICES LLC 1704 - 2023-12-31 9,028 $541,000 851
   DAVIDSON TRUST CO 77 - 2023-12-31 9,000 $539,000 0
   Steele Capital Management Inc. 86 - 2023-12-31 8,932 $535,000 0
   IHT Wealth Management LLC 579 - 2023-12-31 8,840 $530,000 -9
   H D Vest Advisory Services 968 - 2023-12-31 8,450 $506,000 536
   TORTOISE CAPITAL ADVISORS LLC 88 - 2023-12-31 8,295 $497,000 0
   Good Life Advisors LLC 231 - 2023-12-31 8,173 $490,000 166
   SILVERCREST ASSET MANAGEMENT GROUP LLC 668 - 2023-12-31 8,000 $479,000 3,750
   EP WEALTH ADVISORS, INC. 496 - 2023-12-31 7,960 $477,000 2,435
   FINANCIAL COUNSELORS INC - 2023-12-31 7,919 $475,000 1,720
   Crescent Grove Advisors LLC 180 - 2023-12-31 7,800 $467,000 -7,178
   BARR E S & CO 71 - 2023-12-31 7,775 $466,000 -2,750
   Feltz Wealth PLAN Inc. 222 - 2023-12-31 7,518 $451,000 10
   BENJAMIN F. EDWARDS & COMPANY INC. 653 - 2023-12-31 7,501 $450,000 0
  100 Records found
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