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Get Institutions for : 
Sunoco LP (SUN)  
$56.02 0.28 (0.5%) as of 4:30 Wed 5/1


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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
   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
   JANE STREET GROUP LLC 313 - 2023-12-31 648,841 $38,885,000 169,105
   UBS Group AG 869 - 2023-12-31 540,949 $32,419,000 219,482
   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
   Fractal Investments LLC 10 - 2023-12-31 242,000 $14,503,000 222,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 724 - 2024-03-31 193,821 $11,685,000 690
   Recurrent Investment Advisors LLC 20 - 2023-12-31 184,436 $11,053,000 128
   RAYMOND JAMES & ASSOCIATES 1554 - 2024-03-31 85,112 $5,131,000 8,087
   TORTOISE INDEX SOLUTIONS LLC 27 - 2023-12-31 73,350 $4,396,000 8,358
   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
   HIGHTOWER ADVISORS, LLC 1507 - 2023-12-31 27,802 $1,668,000 3,152
   Finer Wealth Management Inc. 30 - 2024-03-31 25,601 $1,543,000 3,325
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1453 - 2024-03-31 24,666 $1,487,000 5,934
   XML Financial LLC 130 - 2023-12-31 24,779 $1,485,000 329
   YALE CAPITAL CORP 210 - 2023-12-31 23,400 $1,402,000 12,750
   Bramshill Investments LLC 67 - 2023-12-31 20,874 $1,251,000 20,874
   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
   CI Private Wealth LLC 1258 - 2023-12-31 17,823 $1,068,000 150
   AMERIPRISE FINANCIAL INC 3170 - 2023-12-31 14,414 $864,000 376
   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
   Counterpoint Mutual Funds LLC 19 - 2024-03-31 11,305 $682,000 11,305
   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
   Brookstone Capital Management 569 - 2024-03-31 10,684 $644,000 671
   Legacy Advisors LLC 179 - 2023-12-31 10,000 $599,000 3,000
   PSI Advisors LLC 71 - 2024-03-31 9,697 $585,000 8
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 328 - 2024-03-31 9,711 $583,000 128
   FINANCIAL NETWORK 1749 - 2023-12-31 9,658 $579,000 471
   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
   H D Vest Advisory Services 968 - 2023-12-31 8,450 $506,000 536
   F&V CAPITAL MANAGEMENT, LLC 37 - 2024-03-31 8,250 $497,000 750
   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
   Feltz Wealth PLAN Inc. 222 - 2023-12-31 7,518 $451,000 10
   Wealthcare Advisory Partners LLC 565 - 2024-03-31 6,988 $421,000 2
   Stratos Wealth Partners LTD. 964 - 2024-03-31 6,666 $402,000 62
   PFG Investments LLC 629 - 2024-03-31 6,561 $396,000 794
   Goss Wealth Management LLC 1411 - 2023-12-31 6,472 $388,000 71
   JAFFETILCHIN INVESTMENT PARTNERS LLC 250 - 2023-12-31 6,422 $385,000 17
   Prime Capital Investment Advisors LLC - 2023-12-31 3,953 $237,000 3,953
   PARK AVENUE SECURITIES LLC 1299 - 2024-03-31 3,560 $215,000 23
   Newbridge Financial Services Group Inc. 182 - 2024-03-31 3,548 $214,000 3,548
   Alpha Cubed Investments LLC 264 - 2024-03-31 3,474 $209,000 12
   Farmers & Merchants Trust Co of Chambersburg PA 148 - 2024-03-31 2,000 $121,000 2,000
   GPS Wealth Strategies Group LLC 433 - 2023-12-31 1,094 $66,000 17
   HARBOUR INVESTMENTS INC. 1313 - 2023-12-31 1,093 $66,000 121
   Key Financial Inc 412 - 2023-12-31 885 $53,000 3
   Parallel Advisors LLC 1577 - 2023-12-31 617 $37,000 9
   ICA Group Wealth Management LLC 620 - 2023-12-31 500 $30,000 500
   Geneos Wealth Management Inc. - 2023-12-31 212 $13,000 3
   Stone House Investment Management LLC 186 - 2023-12-31 95 $6,000 45
   LGT Financial Advisors LLC 575 - 2023-12-31 102 $6,000 2
  60 Records found
  1    
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