Sunoco LP Ownership 2024 | Who Owns Sunoco LP Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

20.21%

Insider Ownership

21.50%

Retail Ownership

58.30%

Institutional Holders

193.00

Sunoco LP Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPS ADVISORS INC11.51%4.13%9,682,244183,5381.93%583,742,491Mar 31, 2024
GOLDMAN SACHS GROUP INC2.61%0.02%2,195,006-709,729-24.43%132,336,911Mar 31, 2024
BLACKSTONE INC.1.40%0.29%1,178,923-1,208,685-50.62%71,077,268Mar 31, 2024
BOWEN HANES & CO INC0.71%1.03%600,000--36,174,000Mar 31, 2024
UBS GROUP AG0.65%0.01%547,8326,8831.27%33,028,791Mar 31, 2024
INVESCO LTD.0.55%0.01%463,214-764,046-62.26%27,927,172Mar 31, 2024
MORGAN STANLEY0.54%0.00%456,658-298,270-39.51%27,531,945Mar 31, 2024
MILLER HOWARD INVESTMENTS INC /NY0.52%0.86%437,17117,7574.23%26,357,025Mar 31, 2024
JPMORGAN CHASE & CO0.51%0.00%424,960202,32090.87%25,620,869Mar 31, 2024
WELLS FARGO & COMPANY/MN0.50%0.01%418,85663,17917.76%25,252,850,000Mar 31, 2024
ADAMS ASSET ADVISORS, LLC0.37%2.44%313,435--18,896,996Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC0.30%0.01%253,157-239,174-48.58%15,262,836Mar 31, 2024
FRACTAL INVESTMENTS LLC0.29%2.65%242,000--14,590,180Mar 31, 2024
TCG ADVISORY SERVICES, LLC0.28%0.79%238,766-1,182-0.49%14,395,174Mar 31, 2024
RECURRENT INVESTMENT ADVISORS LLC0.24%1.43%204,81520,37911.05%12,348,296Mar 31, 2024
JENNISON ASSOCIATES LLC0.24%0.01%202,965-53,933-20.99%12,236,760Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.23%0.02%193,8216900.36%11,685,460Mar 31, 2024
ENERGY INCOME PARTNERS, LLC0.21%0.21%174,055174,055100.00%10,493,776Mar 31, 2024
LPL FINANCIAL LLC0.19%0.01%158,50813,0748.99%9,556,466Mar 31, 2024
CITIGROUP INC0.18%0.01%153,967-67,964-30.62%9,282,671Mar 31, 2024

Sunoco LP's largest institutional shareholder is ALPS ADVISORS INC, holding 11.51% of the company's total share outstanding, currently valued at $583.74M. The top 10 institutional shareholders own together 19.50% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPS ADVISORS INC11.51%4.13%9,682,244183,5381.93%583,742,491Mar 31, 2024
FRACTAL INVESTMENTS LLC0.29%2.65%242,000--14,590,180Mar 31, 2024
ADAMS ASSET ADVISORS, LLC0.37%2.44%313,435--18,896,996Mar 31, 2024
BARNETT & COMPANY, INC.0.06%2.21%53,550-400-0.74%3,228,530Mar 31, 2024
PARK CIRCLE CO0.04%2.01%36,350--2,191,542Mar 31, 2024
RECURRENT INVESTMENT ADVISORS LLC0.24%1.43%204,81520,37911.05%12,348,296Mar 31, 2024
CASCADE INVESTMENT GROUP, INC.0.04%1.37%30,315-700-2.26%1,827,692Mar 31, 2024
BOWEN HANES & CO INC0.71%1.03%600,000--36,174,000Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.04%1.03%35,42635,426100.00%2,135,831Mar 31, 2024
FINER WEALTH MANAGEMENT, INC.0.03%1.01%25,6013,32514.93%1,543,490Mar 31, 2024
ELCO MANAGEMENT CO., LLC0.03%0.89%24,216-6-0.02%1,459,983Mar 31, 2024
MILLER HOWARD INVESTMENTS INC /NY0.52%0.86%437,17117,7574.23%26,357,025Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC0.03%0.84%24,50724,507100.00%1,477,527Mar 31, 2024
TCG ADVISORY SERVICES, LLC0.28%0.79%238,766-1,182-0.49%14,395,174Mar 31, 2024
TORTOISE INDEX SOLUTIONS, LLC0.07%0.70%57,535-15,815-21.56%3,468,785Mar 31, 2024
QUAD-CITIES INVESTMENT GROUP, LLC0.02%0.47%13,336-1,460-9.87%804,037Mar 31, 2024
INFRASTRUCTURE CAPITAL ADVISORS, LLC0.07%0.47%61,16440,973202.93%3,687,578Mar 31, 2024
FIFTH LANE CAPITAL, LP0.01%0.36%6,9526,952100.00%419,136Mar 31, 2024
AMERICAN FINANCIAL GROUP INC0.02%0.35%15,500--934,000Mar 31, 2024
SPIRIT OF AMERICA MANAGEMENT CORP/NY0.03%0.33%27,555--1,661,291Mar 31, 2024

The largest Sunoco LP shareholder by % of total assets is ALPS ADVISORS INC. The company owns 9.68M shares of Sunoco LP (SUN), representing 4.13% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO0.51%0.00%424,960202,32090.87%25,620,869Mar 31, 2024
ALPS ADVISORS INC11.51%4.13%9,682,244183,5381.93%583,742,491Mar 31, 2024
ENERGY INCOME PARTNERS, LLC0.21%0.21%174,055174,055100.00%10,493,776Mar 31, 2024
WELLS FARGO & COMPANY/MN0.50%0.01%418,85663,17917.76%25,252,850,000Mar 31, 2024
CITADEL ADVISORS LLC0.13%0.00%106,40063,100145.73%6,414,856Mar 31, 2024
CITADEL ADVISORS LLC0.12%0.00%103,50061,900148.80%6,240,015Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.06%0.07%53,40353,403100.00%3,219,667Mar 31, 2024
UBS GROUP AG0.06%0.00%50,00050,000100.00%3,014,500Mar 31, 2024
INFRASTRUCTURE CAPITAL ADVISORS, LLC0.07%0.47%61,16440,973202.93%3,687,578Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%38,60038,600100.00%2,327,194Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.04%1.03%35,42635,426100.00%2,135,831Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.07%0.00%62,36632,531109.04%3,760,046,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.03%0.00%28,32428,324100.00%1,708,000Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC0.08%0.00%71,32025,99257.34%4,299,883Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%25,35625,356100.00%1,528,713Mar 31, 2024
CASTLEARK MANAGEMENT LLC0.04%0.08%31,93024,540332.07%1,925,060Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC0.03%0.84%24,50724,507100.00%1,477,527Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%24,40024,400100.00%1,471,076Mar 31, 2024
LINCOLN NATIONAL CORP0.03%0.02%24,16324,163100.00%1,456,797Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC0.03%0.01%23,93623,936100.00%1,443,126Mar 31, 2024

As of Mar 31 2024, Sunoco LP's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 202.32K stocks of SUN, valued at $25.62M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKSTONE INC.1.40%0.29%1,178,923-1,208,685-50.62%71,077,268Mar 31, 2024
INVESCO LTD.0.55%0.01%463,214-764,046-62.26%27,927,172Mar 31, 2024
GOLDMAN SACHS GROUP INC2.61%0.02%2,195,006-709,729-24.43%132,336,911Mar 31, 2024
JANE STREET GROUP, LLC0.01%0.00%9,137-639,704-98.59%550,870Mar 31, 2024
MORGAN STANLEY0.54%0.00%456,658-298,270-39.51%27,531,945Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC0.30%0.01%253,157-239,174-48.58%15,262,836Mar 31, 2024
BAKER AVENUE ASSET MANAGEMENT, LP----82,000-100.00%-Mar 31, 2024
CITIGROUP INC0.18%0.01%153,967-67,964-30.62%9,282,671Mar 31, 2024
JENNISON ASSOCIATES LLC0.24%0.01%202,965-53,933-20.99%12,236,760Mar 31, 2024
BANK OF AMERICA CORP /DE/0.02%0.00%13,900-47,500-77.36%838,031,000Mar 31, 2024
BANK OF AMERICA CORP /DE/----42,200-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----28,800-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----27,564-100.00%-Mar 31, 2024
TORTOISE INDEX SOLUTIONS, LLC0.07%0.70%57,535-15,815-21.56%3,468,785Mar 31, 2024
EXCHANGE TRADED CONCEPTS, LLC0.07%0.09%57,535-15,637-21.37%3,468,785Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----15,187-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----14,935-100.00%-Mar 31, 2024
BRAMSHILL INVESTMENTS, LLC0.01%0.07%10,042-10,832-51.89%605,432Mar 31, 2024
XML FINANCIAL, LLC0.02%0.09%15,036-9,743-39.32%906,524Mar 31, 2024
ATRIA WEALTH SOLUTIONS, INC.----9,707-100.00%-Mar 31, 2024

As of Mar 31 2024, Sunoco LP's biggest institutional seller is BLACKSTONE INC.. The company sold -1.21M shares of SUN, valued at $71.08M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ENERGY INCOME PARTNERS, LLC0.21%0.21%174,055174,055100.00%10,493,776Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.06%0.07%53,40353,403100.00%3,219,667Mar 31, 2024
UBS GROUP AG0.06%0.00%50,00050,000100.00%3,014,500Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%38,60038,600100.00%2,327,194Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.04%1.03%35,42635,426100.00%2,135,831Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.03%0.00%28,32428,324100.00%1,708,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%25,35625,356100.00%1,528,713Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC0.03%0.84%24,50724,507100.00%1,477,527Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%24,40024,400100.00%1,471,076Mar 31, 2024
LINCOLN NATIONAL CORP0.03%0.02%24,16324,163100.00%1,456,797Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC0.03%0.01%23,93623,936100.00%1,443,126Mar 31, 2024
FMR LLC0.02%0.00%20,90120,901100.00%1,260,121Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.02%0.04%15,18315,183100.00%825,503Mar 31, 2024
HRT FINANCIAL LP0.01%0.00%11,54211,542100.00%695,000Mar 31, 2024
DAVIDSON TRUST CO0.01%0.32%9,0009,000100.00%542,610Mar 31, 2024
UNITED ADVISOR GROUP, LLC0.01%0.20%8,6318,631100.00%520,363Mar 31, 2024
JUMP FINANCIAL, LLC0.01%0.01%7,2097,209100.00%434,630Mar 31, 2024
CSS LLC/IL0.01%0.02%7,0007,000100.00%422,030Mar 31, 2024
FIFTH LANE CAPITAL, LP0.01%0.36%6,9526,952100.00%419,136Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.01%0.01%6,1406,140100.00%370,181Mar 31, 2024
NORDEN GROUP LLC0.01%0.03%5,5445,544100.00%334,251Mar 31, 2024
KEELEY-TETON ADVISORS, LLC0.01%0.04%5,0005,000100.00%301,450Mar 31, 2024
D.A. DAVIDSON & CO.0.01%0.00%4,6934,693100.00%282,941Mar 31, 2024
HIGHPOINT ADVISOR GROUP LLC0.01%0.02%4,3844,384100.00%231,000Mar 31, 2024
COMMERCE BANK0.00%0.00%3,7933,793100.00%228,679Mar 31, 2024
INTEROCEAN CAPITAL GROUP, LLC0.00%0.01%3,6293,629100.00%218,764Mar 31, 2024
GLADSTONE INSTITUTIONAL ADVISORY LLC0.00%0.01%3,6253,625100.00%218,551Mar 31, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0.00%0.00%3,3383,338100.00%201,231Mar 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC0.00%0.01%3,3273,327100.00%200,598Mar 31, 2024
SIMPLEX TRADING, LLC0.00%0.00%2,0252,025100.00%122,000Mar 31, 2024
CSS LLC/IL0.00%0.00%1,4001,400100.00%84,406Mar 31, 2024
REGISTER FINANCIAL ADVISORS LLC0.00%0.03%913913100.00%55,059Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.00%0.02%900900100.00%54,261,000Mar 31, 2024
GOODWIN INVESTMENT ADVISORY0.00%0.02%679679100.00%40,943Mar 31, 2024
0.00%0.00%350350100.00%21,102Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-235235100.00%14,168Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-200200100.00%11,998,000Mar 31, 2024
EAGLE BAY ADVISORS LLC0.00%0.00%8080100.00%4,823Mar 31, 2024
SOUND INCOME STRATEGIES, LLC-0.00%2828100.00%1,688,000Mar 31, 2024
SANDY SPRING BANK--1010100.00%611,000Mar 31, 2024

Sunoco LP's largest new institutional shareholder by number of shares is ENERGY INCOME PARTNERS, LLC, purchased 174.06K shares, valued at $10.49M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAKER AVENUE ASSET MANAGEMENT, LP----82,000-100.00%-Mar 31, 2024
BANK OF AMERICA CORP /DE/----42,200-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----28,800-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----27,564-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----15,187-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----14,935-100.00%-Mar 31, 2024
ATRIA WEALTH SOLUTIONS, INC.----9,707-100.00%-Mar 31, 2024
CRESCENT GROVE ADVISORS, LLC----7,800-100.00%-Mar 31, 2024
XTX TOPCO LTD----6,463-100.00%-Mar 31, 2024
IFG ADVISORY, LLC----5,791-100.00%-Mar 31, 2024
HFG ADVISORS, INC.----5,790-100.00%-Mar 31, 2024
MONEY CONCEPTS CAPITAL CORP----5,000-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----4,291-100.00%-Mar 31, 2024
AMERITAS ADVISORY SERVICES, LLC----4,133-100.00%-Mar 31, 2024
TOWNSQUARE CAPITAL LLC----3,987-100.00%-Mar 31, 2024
WEALTH ALLIANCE----3,788-100.00%-Mar 31, 2024
FIRST FINANCIAL BANKSHARES INC----3,600-100.00%-Mar 31, 2024
STRATEGIC BLUEPRINT, LLC----3,586-100.00%-Mar 31, 2024
KOVACK ADVISORS, INC.----3,564-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----3,538-100.00%-Mar 31, 2024
ARROW INVESTMENT ADVISORS, LLC----3,460-100.00%-Mar 31, 2024
BLAIR WILLIAM & CO/IL----3,402-100.00%-Mar 31, 2024
RETIREMENT SOLUTION INC.----3,342-100.00%-Mar 31, 2024
BESSEMER GROUP INC----2,550-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----2,250-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----1,021-100.00%-Mar 31, 2024
NATIONAL BANK OF CANADA /FI/----250-100.00%-Mar 31, 2024
----200-100.00%-Mar 31, 2024
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC----154-100.00%-Mar 31, 2024
LGT FINANCIAL ADVISORS LLC----102-100.00%-Mar 31, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC----95-100.00%-Mar 31, 2024
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.----33-100.00%-Mar 31, 2024
BLACKROCK INC.----4-100.00%-Mar 31, 2024

Sunoco LP's largest sold out institutional shareholder by shares sold is BAKER AVENUE ASSET MANAGEMENT, LP, sold -82.00K shares, valued at -, as of undefined.

Sunoco LP Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios2.63%430,300--Jan 31, 2024
HIGHLAND FUNDS II1.30%19,285--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 181.30%327,319222,694212.85%Feb 29, 2024
GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND1.06%142,884-55,245-27.88%May 31, 2023
Duff & Phelps Select MLP & Midstream Energy Fund Inc.0.90%12,500-5,000-28.57%May 28, 2021
ALPS ETF Trust0.76%9,602,5019,602,501-Feb 29, 2024
GraniteShares ETF Trust0.59%31,667--Dec 31, 2023
Cushing NextGen Infrastructure Income Fund0.52%60,000--Feb 29, 2024
John Hancock Hedged Equity & Income Fund0.50%50,000--Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC0.49%27,555--Feb 29, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.44%1,713--Jan 31, 2024
LMP CAPITAL & INCOME FUND INC.0.35%104,510-60,790-36.78%Feb 29, 2024
John Hancock Hedged Equity & Income Fund0.35%35,000--Dec 31, 2023
Salient Midstream & MLP Fund0.27%59,801--Aug 31, 2022
John Hancock Hedged Equity & Income Fund0.20%20,000--Dec 31, 2023
AMERICAN CENTURY CALIFORNIA TAX FREE & MUNICIPAL FUNDS0.16%5,675,000--Feb 29, 2024
JOHN HANCOCK INVESTORS TRUST0.15%436,000--Jan 31, 2024
KKR Credit Opportunities Portfolio0.14%1,344,000--Jan 31, 2024
JOHN HANCOCK INVESTORS TRUST0.13%374,000--Jan 31, 2024
JOHN HANCOCK INVESTORS TRUST0.13%374,000--Jan 31, 2024
FIRST INVESTORS LIFE SERIES FUNDS0.10%300,000300,000-Sep 30, 2019
PAX WORLD FUNDS SERIES TRUST III0.08%24,793--Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.06%18,663,0001,447,0008.40%Feb 29, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.06%196,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.06%17,216,000--Feb 29, 2024
JANUS INVESTMENT FUND0.06%17,800,000--Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.06%191,000--Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund0.05%168,219--Dec 31, 2023
Global X Funds0.05%2,047,6042,038,67922842.34%Feb 29, 2024
INTEGRITY FUNDS0.04%114,000--Jan 31, 2024
ETFis Series Trust I0.04%60,05460,054-Jan 31, 2024
Pacific Global ETF Trust0.04%13,270--Sep 30, 2021
JOHN HANCOCK BOND TRUST0.04%2,675,000500,00022.99%Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.04%29,000--Dec 31, 2023
JOHN HANCOCK BOND TRUST0.04%2,448,000--Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.03%27,000--Dec 31, 2023
JOHN HANCOCK BOND TRUST0.03%2,175,000--Feb 29, 2024
AMERICAN CENTURY MUNICIPAL TRUST0.03%1,310,000--Feb 29, 2024
JANUS INVESTMENT FUND0.03%9,494,000--Dec 31, 2023
JANUS INVESTMENT FUND0.03%9,445,000--Dec 31, 2023
INTEGRITY FUNDS0.03%65,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.02%7,321,000--Feb 29, 2024
KKR Credit Opportunities Portfolio0.02%234,000--Jan 31, 2024
GABELLI UTILITY TRUST0.02%10,000--Dec 29, 2023
INTEGRITY FUNDS0.02%60,000--Jan 31, 2024
GAMCO Global Gold, Natural Resources & Income Trust0.02%30,000--Dec 29, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.02%72,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.02%72,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.02%5,408,000--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,550,000--Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.02%437,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.02%2,381,000--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.02%1,361,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,250,000--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.02%1,333,000--Jan 31, 2024
GAMCO Natural Resources, Gold & Income Trust0.01%5,000--Dec 29, 2023
JOHCM Funds Trust0.01%175,000--Dec 29, 2023
FIRST INVESTORS EQUITY FUNDS0.01%75,00075,000-Sep 30, 2019
Pacific Global ETF Trust0.01%4,318--Sep 30, 2021
PROFESSIONALLY MANAGED PORTFOLIOS0.01%75,000--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,775,000--Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.01%189,947--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.01%1,625,000--Dec 31, 2023
Federated Hermes High Yield Trust0.01%58,440--Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST I0.01%226,460--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.01%1,518,000--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI0.01%48,395-11,959-19.81%Dec 31, 2023
BlackRock Funds V0.01%425,307--Jan 31, 2024
HUSSMAN INVESTMENT TRUST0.01%35,000--Dec 31, 2023
INTEGRITY FUNDS0.01%24,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,125,000--Dec 31, 2023
Destra Multi-Alternative Fund0.01%1,687--Dec 31, 2023
NORTHERN FUNDS0.01%6,876,000--Dec 29, 2023
KKR Income Opportunities Fund0.01%38,000--Jan 31, 2024
NORTHERN FUNDS0.01%5,425,000--Dec 29, 2023
AMERICAN CENTURY INVESTMENT TRUST0.00%700,000--Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.00%363,000--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.00%363,000--Jan 31, 2024
NORTHERN FUNDS0.00%3,895,000--Dec 29, 2023
GOLDMAN SACHS TRUST0.00%670,605-572,977-46.07%Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%90,000--Dec 31, 2023
TCW STRATEGIC INCOME FUND INC0.00%26,257--Mar 31, 2024
KKR Credit Opportunities Portfolio0.00%33,000--Jan 31, 2024
ALLSPRING MASTER TRUST0.00%210,000--Feb 29, 2024
NORTHERN FUNDS0.00%2,858,000--Dec 29, 2023
OLD WESTBURY FUNDS INC0.00%389,245--Jan 31, 2024
FIDELITY DEVONSHIRE TRUST0.00%30,300--Jan 31, 2024
FIRST INVESTORS INCOME FUNDS0.00%1,975,0001,975,000-Sep 30, 2019
Arrow ETF Trust0.00%2,834-626-18.09%Jan 31, 2024
BMC FUND INC0.00%473--Jan 31, 2024
BAIRD FUNDS INC0.00%2,000,000--Dec 31, 2023
TOUCHSTONE STRATEGIC TRUST0.00%56,000--Dec 31, 2023
LoCorr Investment Trust0.00%22,600--Mar 31, 2024
TOUCHSTONE STRATEGIC TRUST0.00%41,000--Dec 31, 2023
EMPOWER FUNDS, INC.0.00%715,000--Dec 31, 2023
SATURNA INVESTMENT TRUST0.00%40,000--Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%50,000--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%28,633--Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%47,000--Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%47,000--Feb 29, 2024

Sunoco LP's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 430.30K shares, compromising 2.63% of its total assets.

Sunoco LP Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24193-7.66%
31 Dec, 2320911.76%
30 Sep, 23187-1.58%
30 Jun, 231905.56%
31 Mar, 231802.86%
31 Dec, 221758.70%
30 Sep, 22161-1.23%
30 Jun, 22163-3.55%
31 Mar, 221693.05%
31 Dec, 211647.89%
30 Sep, 21152-2.56%
30 Jun, 2115613.87%
31 Mar, 21137-4.20%
31 Dec, 201434.38%
30 Sep, 20137-2.84%
30 Jun, 201415.22%
31 Mar, 20134-14.65%
31 Dec, 1915713.77%
30 Sep, 19138-0.72%
30 Jun, 191396.11%
31 Mar, 19131-2.96%
31 Dec, 181350.75%
30 Sep, 18134-1.47%
30 Jun, 1813618.26%
31 Mar, 18115-8.73%
31 Dec, 171265.88%
30 Sep, 17119-7.75%
30 Jun, 171294.03%
31 Mar, 17124-11.43%
31 Dec, 161408.53%
30 Sep, 161290.78%
30 Jun, 1612816.36%
31 Mar, 16110-2.65%
31 Dec, 151136.60%
30 Sep, 1510610.42%
30 Jun, 1596-6.80%
31 Mar, 1510332.05%
31 Dec, 14783800.00%
30 Sep, 142-

As of 31 Mar 24, 193 institutions are holding Sunoco LP's shares, representing a decrease of -7.66% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2417,002,123-29.52%
31 Dec, 2324,123,94828.88%
30 Sep, 2318,718,0066.03%
30 Jun, 2317,653,431-0.02%
31 Mar, 2317,657,6782.31%
31 Dec, 2217,259,0396.88%
30 Sep, 2216,148,034-3.37%
30 Jun, 2216,711,466-2.56%
31 Mar, 2217,150,757-0.48%
31 Dec, 2117,233,591-2.16%
30 Sep, 2117,614,041-5.09%
30 Jun, 2118,558,317-10.20%
31 Mar, 2120,666,210-10.61%
31 Dec, 2023,118,267-3.46%
30 Sep, 2023,946,899-3.92%
30 Jun, 2024,923,342-2.58%
31 Mar, 2025,583,960-7.25%
31 Dec, 1927,584,316-1.64%
30 Sep, 1928,042,819-1.31%
30 Jun, 1928,414,188-0.69%
31 Mar, 1928,612,787-2.39%
31 Dec, 1829,312,2221.82%
30 Sep, 1828,787,7091.86%
30 Jun, 1828,262,544-3.60%
31 Mar, 1829,317,559-0.72%
31 Dec, 1729,530,695-2.67%
30 Sep, 1730,341,201-0.73%
30 Jun, 1730,562,97619.82%
31 Mar, 1725,507,073-12.31%
31 Dec, 1629,087,888-18.60%
30 Sep, 1635,733,306-10.43%
30 Jun, 1639,893,72120.92%
31 Mar, 1632,991,223-2.05%
31 Dec, 1533,683,15562.12%
30 Sep, 1520,777,09035.61%
30 Jun, 1515,320,8971.86%
31 Mar, 1515,041,18413.24%
31 Dec, 1413,282,56612308.86%
30 Sep, 14107,041-

Sunoco LP (SUN) has 17.00M shares outstanding as of 31 Mar 24, down -29.52% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2420.21%-
31 Dec, 23--
30 Sep, 2322.27%5.05%
30 Jun, 2321.00%4.76%
31 Mar, 2321.01%4.96%
31 Dec, 2220.59%5.54%
30 Sep, 2219.28%4.84%
30 Jun, 2219.96%4.75%
31 Mar, 2220.49%4.80%
31 Dec, 2120.67%4.63%
30 Sep, 2121.13%4.26%
30 Jun, 2122.27%3.62%
31 Mar, 2124.80%3.21%
31 Dec, 2027.80%3.34%
30 Sep, 2028.83%3.20%
30 Jun, 2030.02%3.16%
31 Mar, 2030.82%2.78%
31 Dec, 1933.31%2.90%
30 Sep, 1933.89%2.87%
30 Jun, 1934.34%2.87%
31 Mar, 1934.59%2.74%
31 Dec, 1835.51%2.92%
30 Sep, 1834.89%2.97%
30 Jun, 1834.26%3.21%
31 Mar, 1832.66%3.69%
31 Dec, 1729.75%3.20%
30 Sep, 1730.50%3.23%
30 Jun, 1730.73%4.59%
31 Mar, 1725.87%2.68%
31 Dec, 1631.08%2.21%
30 Sep, 1637.48%2.14%
30 Jun, 1641.84%2.94%
31 Mar, 1637.72%1.00%
31 Dec, 1561.57%4.27%
30 Sep, 1537.98%2.08%
30 Jun, 1542.76%2.32%
31 Mar, 1542.93%1.54%
31 Dec, 1452.82%22299.30%
30 Sep, 140.49%-

As of 31 Mar 24, Sunoco LP is held by 20.21% institutional shareholders, representing a 0.00% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2494-3.09%
31 Dec, 23978.99%
30 Sep, 238917.11%
30 Jun, 2376-2.56%
31 Mar, 2378-21.21%
31 Dec, 229945.59%
30 Sep, 2268-
30 Jun, 2268-9.33%
31 Mar, 2275-9.64%
31 Dec, 218327.69%
30 Sep, 2165-12.16%
30 Jun, 217437.04%
31 Mar, 2154-12.90%
31 Dec, 20623.33%
30 Sep, 2060-6.25%
30 Jun, 2064-
31 Mar, 2064-11.11%
31 Dec, 197233.33%
30 Sep, 1954-3.57%
30 Jun, 19561.82%
31 Mar, 1955-6.78%
31 Dec, 18595.36%
30 Sep, 1856-18.84%
30 Jun, 186927.78%
31 Mar, 1854-12.90%
31 Dec, 176267.57%
30 Sep, 1737-37.29%
30 Jun, 175913.46%
31 Mar, 1752-23.53%
31 Dec, 16683.03%
30 Sep, 16668.20%
30 Jun, 16611.67%
31 Mar, 1660-3.23%
31 Dec, 15625.08%
30 Sep, 155913.46%
30 Jun, 1552-11.86%
31 Mar, 1559-18.06%
31 Dec, 14723500.00%
30 Sep, 142-

94 institutional shareholders have increased their position in SUN stock as of 31 Mar 24 compared to 97 in the previous quarter (a -3.09% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2440-28.57%
31 Dec, 235640.00%
30 Sep, 2340-23.08%
30 Jun, 2352-
31 Mar, 235267.74%
31 Dec, 2231-20.51%
30 Sep, 2239-11.36%
30 Jun, 22447.32%
31 Mar, 224110.81%
31 Dec, 213719.35%
30 Sep, 2131-6.06%
30 Jun, 2133-13.16%
31 Mar, 213818.75%
31 Dec, 203210.34%
30 Sep, 2029-6.45%
30 Jun, 203119.23%
31 Mar, 2026-31.58%
31 Dec, 193831.03%
30 Sep, 19293.57%
30 Jun, 19283.70%
31 Mar, 1927-15.63%
31 Dec, 18323.23%
30 Sep, 183114.81%
30 Jun, 1827-12.90%
31 Mar, 18313.33%
31 Dec, 1730-18.92%
30 Sep, 173732.14%
30 Jun, 1728-20.00%
31 Mar, 1735-7.89%
31 Dec, 163822.58%
30 Sep, 1631-8.82%
30 Jun, 163413.33%
31 Mar, 1630-3.23%
31 Dec, 153129.17%
30 Sep, 1524-11.11%
30 Jun, 152742.11%
31 Mar, 15191800.00%
31 Dec, 141-
30 Sep, 14--

40 institutional shareholders have reduced their position in SUN stock as of 31 Mar 24 compared to 56 in the previous quarter (a -28.57% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24193-7.66%17,002,123-29.52%20.21%-94-3.09%40-28.57%
31 Dec, 2320911.76%24,123,94828.88%--978.99%5640.00%
30 Sep, 23187-1.58%18,718,0066.03%22.27%5.05%8917.11%40-23.08%
30 Jun, 231905.56%17,653,431-0.02%21.00%4.76%76-2.56%52-
31 Mar, 231802.86%17,657,6782.31%21.01%4.96%78-21.21%5267.74%
31 Dec, 221758.70%17,259,0396.88%20.59%5.54%9945.59%31-20.51%
30 Sep, 22161-1.23%16,148,034-3.37%19.28%4.84%68-39-11.36%
30 Jun, 22163-3.55%16,711,466-2.56%19.96%4.75%68-9.33%447.32%
31 Mar, 221693.05%17,150,757-0.48%20.49%4.80%75-9.64%4110.81%
31 Dec, 211647.89%17,233,591-2.16%20.67%4.63%8327.69%3719.35%
30 Sep, 21152-2.56%17,614,041-5.09%21.13%4.26%65-12.16%31-6.06%
30 Jun, 2115613.87%18,558,317-10.20%22.27%3.62%7437.04%33-13.16%
31 Mar, 21137-4.20%20,666,210-10.61%24.80%3.21%54-12.90%3818.75%
31 Dec, 201434.38%23,118,267-3.46%27.80%3.34%623.33%3210.34%
30 Sep, 20137-2.84%23,946,899-3.92%28.83%3.20%60-6.25%29-6.45%
30 Jun, 201415.22%24,923,342-2.58%30.02%3.16%64-3119.23%
31 Mar, 20134-14.65%25,583,960-7.25%30.82%2.78%64-11.11%26-31.58%
31 Dec, 1915713.77%27,584,316-1.64%33.31%2.90%7233.33%3831.03%
30 Sep, 19138-0.72%28,042,819-1.31%33.89%2.87%54-3.57%293.57%
30 Jun, 191396.11%28,414,188-0.69%34.34%2.87%561.82%283.70%
31 Mar, 19131-2.96%28,612,787-2.39%34.59%2.74%55-6.78%27-15.63%
31 Dec, 181350.75%29,312,2221.82%35.51%2.92%595.36%323.23%
30 Sep, 18134-1.47%28,787,7091.86%34.89%2.97%56-18.84%3114.81%
30 Jun, 1813618.26%28,262,544-3.60%34.26%3.21%6927.78%27-12.90%
31 Mar, 18115-8.73%29,317,559-0.72%32.66%3.69%54-12.90%313.33%
31 Dec, 171265.88%29,530,695-2.67%29.75%3.20%6267.57%30-18.92%
30 Sep, 17119-7.75%30,341,201-0.73%30.50%3.23%37-37.29%3732.14%
30 Jun, 171294.03%30,562,97619.82%30.73%4.59%5913.46%28-20.00%
31 Mar, 17124-11.43%25,507,073-12.31%25.87%2.68%52-23.53%35-7.89%
31 Dec, 161408.53%29,087,888-18.60%31.08%2.21%683.03%3822.58%
30 Sep, 161290.78%35,733,306-10.43%37.48%2.14%668.20%31-8.82%
30 Jun, 1612816.36%39,893,72120.92%41.84%2.94%611.67%3413.33%
31 Mar, 16110-2.65%32,991,223-2.05%37.72%1.00%60-3.23%30-3.23%
31 Dec, 151136.60%33,683,15562.12%61.57%4.27%625.08%3129.17%
30 Sep, 1510610.42%20,777,09035.61%37.98%2.08%5913.46%24-11.11%
30 Jun, 1596-6.80%15,320,8971.86%42.76%2.32%52-11.86%2742.11%
31 Mar, 1510332.05%15,041,18413.24%42.93%1.54%59-18.06%191800.00%
31 Dec, 14783800.00%13,282,56612308.86%52.82%22299.30%723500.00%1-
30 Sep, 142-107,041-0.49%-2---

Sunoco LP Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy900$52.10$46.89K14,608
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy600$52.09$31.25K13,708

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy900$52.10$46.89K14,608
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy600$52.09$31.25K13,708

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 28, 2024Smith W Brettdirector-Sell---1,477
Dec 07, 2023Kim Josephdirector, officer President & CEOF-InKindSell34,830$53.76$1.87M376,821
Dec 07, 2023Harkness Austinofficer SVP - Pricing & REOF-InKindSell4,723$53.76$253.90K62,186
Dec 07, 2023Hand Brian Aofficer SVP-Chief Sales OfficerF-InKindSell10,782$53.76$579.62K130,755
Dec 07, 2023Gladwin Alisonofficer SVP, Marketing & Admin.F-InKindSell8,107$53.76$435.82K80,611

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy900$52.10$46.89K14,608
Apr 19, 2024Skidmore David Kdirector-P-PurchaseBuy600$52.09$31.25K13,708
Apr 19, 2024Skidmore David Kdirector-A-AwardBuy2,577--13,108
Mar 28, 2024Smith W Brettdirector-Sell---1,477
Jan 04, 2024Alvarez Oscar A.director-A-AwardBuy2,577--8,175
Jan 04, 2024Washburne Ray Wdirector-A-AwardBuy2,577--8,175
Jan 04, 2024Anbouba Imad K.director-A-AwardBuy2,577--19,536
Jan 04, 2024Skidmore David Kdirector-A-AwardBuy2,577--10,531
Dec 12, 2023Raymer Rickofficer VP & Controller & PAOA-AwardBuy6,500--32,689
Dec 12, 2023Dodderer Arnoldofficer GC & Asst. Sec.A-AwardBuy12,000--89,890
Dec 12, 2023Harkness Austinofficer SVP - Pricing & REOA-AwardBuy20,500--82,686
Dec 12, 2023Hand Brian Aofficer SVP-Chief Sales OfficerA-AwardBuy20,500--151,255
Dec 12, 2023Fails Karl Rofficer EVP & Chief Operations OfficerA-AwardBuy30,000--227,916
Dec 12, 2023Kim Josephdirector, officer President & CEOA-AwardBuy70,000--446,821
Dec 12, 2023Curia Christopherdirector, officer EVP - Human ResourcesA-AwardBuy11,000--129,828
Dec 07, 2023Raymer Rickofficer VP & Controller & POAF-InKindBuy2,891$53.76$155.41K26,189
Dec 07, 2023Kim Josephdirector, officer President & CEOF-InKindSell34,830$53.76$1.87M376,821
Dec 07, 2023Harkness Austinofficer SVP - Pricing & REOF-InKindSell4,723$53.76$253.90K62,186
Dec 07, 2023Hand Brian Aofficer SVP-Chief Sales OfficerF-InKindSell10,782$53.76$579.62K130,755
Dec 07, 2023Gladwin Alisonofficer SVP, Marketing & Admin.F-InKindSell8,107$53.76$435.82K80,611

The last insider sell of Sunoco LP's stock was made by Smith W Brett on Mar 28 2024, selling - shares at - per share (valued at -). The last insider buy of SUN was made by Skidmore David K on Apr 19 2024, buying 900 shares at $52.10 per share (worth $46.89K).

Sunoco LP Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242--
Q1 202451500.00%
Q4 202398112.50%
Q1 20234--
Q4 202296150.00%
Q3 20221--
Q2 202221200.00%
Q1 20228--
Q4 20211010100.00%
Q3 20211--
Q2 202122100.00%
Q1 20213--
Q4 2020111291.67%
Q2 2020-1-
Q1 202015--
Q4 2019108125.00%
Q1 20193--
Q4 2018118137.50%
Q2 2018---
Q1 201884200.00%

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Sunoco LP's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242--
Q1 2024---
Q4 2023-1-
Q1 2023---
Q4 2022---
Q3 2022---
Q2 20221--
Q1 2022---
Q4 20212366.67%
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020-6-
Q2 2020---
Q1 202012--
Q4 2019-1-
Q1 2019---
Q4 201811100.00%
Q2 2018---
Q1 20182--

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Sunoco LP's stocks.

Sunoco LP Peer Ownership


TickerCompany
CAPLCrossAmerica Partners LP
VLOValero Energy Corporation
PARRPar Pacific Holdings, Inc.
CVICVR Energy, Inc.
DKDelek US Holdings, Inc.
DINOHF Sinclair Corporation
DKLDelek Logistics Partners, LP
SGUStar Group, L.P.
PSXPhillips 66
MPCMarathon Petroleum Corporation
PBFPBF Energy Inc.

SUN Ownership FAQ


Sunoco LP is owned by institutional shareholders (20.21%), insiders (21.50%), and public (58.30%). The largest institutional shareholder of Sunoco LP is ALPS ADVISORS INC (11.51% of total shares) and the top mutual fund owner is Manager Directed Portfolios (2.63% of total shares).

Sunoco LP's major institutional shareholders are ALPS ADVISORS INC, GOLDMAN SACHS GROUP INC, BLACKSTONE INC., BOWEN HANES & CO INC, and UBS GROUP AG. The top five shareholders own together 16.88% of the company's share outstanding.

As of Mar 2024, there are 193 institutional shareholders of Sunoco LP.

ALPS ADVISORS INC owns 9.68M shares of Sunoco LP, representing 11.51% of the company's total shares outstanding, valued at $583.74M (as of Mar 2024).

As of Mar 2024, GOLDMAN SACHS GROUP INC holds 2.2M shares of Sunoco LP (SUN), compromising 2.61% of the company, valued at $132.34M.

BLACKSTONE INC is the third largest holder of Sunoco LP. The company owns 1.18M of the company's shares outstanding (worth $71.08M).