Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Sunoco LP (SUN)  
$56.02 0.28 (0.5%) as of 4:30 Wed 5/1


Download
     
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
   JENNISON ASSOCIATES LLC 349 *New 2023-12-31 256,898 $15,396,000 256,898
   TCG Advisory Services LLC 20 *New 2023-12-31 239,948 $14,380,000 239,948
   CoreCap Advisors LLC 156 *New 2023-12-31 33,967 $2,036,000 33,967
   INFRASTRUCTURE CAPITAL ADVISORS LLC 45 *New 2023-12-31 20,191 $1,210,000 20,191
   KESTRA PRIVATE WEALTH SERVICES LLC 519 *New 2023-12-31 17,275 $1,035,000 17,275
   XTX Topco Ltd 422 *New 2023-12-31 6,463 $387,000 6,463
   NORDEN GROUP LLC 657 *New 2024-03-31 5,544 $334,000 5,544
   Snowden Capital Advisors LLC 939 *New 2023-12-31 4,418 $265,000 4,418
   OPPENHEIMER ASSET MANAGEMENT INC 1021 *New 2023-12-31 4,357 $261,000 4,357
   TWO SIGMA SECURITIES LLC 709 *New 2023-12-31 4,291 $257,000 4,291
   Quadrant Private Wealth Management LLC 195 *New 2023-12-31 4,040 $242,000 4,040
   NORTHERN TRUST CORP 3845 *New 2023-12-31 3,829 $229,000 3,829
   KANAWHA CAPITAL MANAGEMENT LLC 193 *New 2023-12-31 3,800 $228,000 3,800
   Wealth Alliance 458 *New 2023-12-31 3,788 $227,000 3,788
   MULTIFINANCIAL SECURITIES CORP 1581 *New 2023-12-31 3,687 $221,000 3,687
   Retirement Income Solutions Inc 130 *New 2023-12-31 3,500 $210,000 3,500
   Lakeview Capital Partners LLC 373 *New 2023-12-31 3,487 $209,000 3,487
   ARROW INVESTMENT ADVISORS, LLC 36 *New 2023-12-31 3,460 $207,000 3,460
   BLAIR WILLIAM & CO/IL 1385 *New 2023-12-31 3,402 $204,000 3,402
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2177 *New 2024-03-31 3,338 $201,000 3,338
   Retirement Solution Inc. 41 *New 2023-12-31 3,342 $200,000 3,342
   BESSEMER GROUP INC 1097 *New 2023-12-31 2,550 $153,000 2,550
   ADVISORY SERVICES NETWORK, LLC 1451 *New 2023-12-31 2,250 $135,000 2,250
   SIMPLEX TRADING LLC 1137 *New 2024-03-31 2,025 $122,000 2,025
   Register Financial Advisors LLC 330 *New 2024-03-31 913 $55,000 913
   BAYSTATE WEALTH MANAGEMENT LLC 476 *New 2023-12-31 500 $30,000 500
   Headlands Technologies LLC 634 *New 2023-12-31 402 $24,000 402
   Sound Income Strategies LLC 1100 *New 2024-03-31 28 $2,000 28

  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results