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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
   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
   CLEARBRIDGE ADVISORS LLC 416 - 2023-12-31 492,331 $29,505,000 -53,549
   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
   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
   Advisor Group Holdings Inc. 1255 - 2023-12-31 76,191 $4,567,000 -24,676
   EXCHANGE TRADED CONCEPTS LLC 203 - 2024-03-31 57,535 $3,469,000 -15,637
   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
   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
   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
   CITADEL ADVISORS LLC 2478 - 2023-12-31 27,564 $1,652,000 -32,908
   Baird Financial Group Inc. 998 - 2023-12-31 26,625 $1,596,000 -811
   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
   DIVIDEND GROWTH ADVISORS LLC 69 - 2023-12-31 19,282 $1,145,000 -3,613
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 957 - 2024-03-31 17,000 $1,025,000 -2,000
   ACADIAN ASSET MANAGEMENT LLC 888 - 2023-12-31 15,187 $909,000 -10,801
   AE Wealth Management LLC 1199 - 2023-12-31 14,935 $870,000 -1,753
   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
   BARCLAYS PLC 2769 - 2023-12-31 10,765 $645,000 -2
   WEDBUSH MORGAN SECURITIES INC 484 - 2023-12-31 10,335 $619,000 -999
   Atria Wealth Solutions Inc. 1117 - 2023-12-31 9,707 $582,000 -13,246
   NATIONAL ASSET MANAGEMENT, INC. 753 - 2023-12-31 9,379 $562,000 -498
   IHT Wealth Management LLC 579 - 2023-12-31 8,840 $530,000 -9
   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
   Independent Advisor Alliance 494 - 2023-12-31 6,232 $373,000 -335
   Patriot Financial Group Insurance Agency LLC 305 - 2023-12-31 5,777 $346,000 -146
   BB&T CORP 2218 - 2023-12-31 5,357 $321,000 -2,593
   Mutual Advisors LLC 799 - 2023-12-31 5,241 $314,000 -73
   MONEY CONCEPTS CAPITAL CORP 332 - 2023-12-31 5,000 $300,000 -3,150
   Centennial Wealth Advisory LLC 114 - 2024-03-31 4,274 $258,000 -824
   Arkadios Wealth Advisors - 2023-12-31 4,160 $249,000 -265
   Ameritas Advisory Services LLC 606 - 2023-12-31 4,133 $249,000 -77
   TOWNSQUARE CAPITAL LLC 991 - 2023-12-31 3,987 $239,000 -572
   IPG Investment Advisors LLC 165 - 2023-12-31 3,760 $225,000 -990
   Tyche Wealth Partners LLC 247 - 2024-03-31 3,675 $222,000 -102
   SG AMERICAS SECURITIES LLC 1824 - 2023-12-31 3,538 $212,000 -10,541
   State of Wyoming 664 - 2023-12-31 2,888 $173,000 -1,963
   GROVE CREEK ASSET MANAGEMENT 163 - 2023-12-31 1,250 $75,000 -150
   TOWER RESEARCH CAPITAL LLC 2971 - 2023-12-31 1,052 $63,000 -6,305
   PRIVATE TRUST CO NA 1184 - 2024-03-31 650 $39,000 -200
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2365 - 2023-12-31 327 $20,000 -842
   Steward Partners Investment Advisory LLC 2436 - 2023-12-31 300 $18,000 -304
  54 Records found
  1    
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