Sunoco LP Ownership 2024 | Who Owns Sunoco LP Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

20.21%

Insider Ownership

21.51%

Retail Ownership

58.28%

Institutional Holders

193.00

Sunoco LP Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALPS ADVISORS INC	11.51%	4.13%	9,682,244	183,538	1.93%	583,742,491	Mar 31, 2024
GOLDMAN SACHS GROUP INC	2.61%	0.02%	2,195,006	-709,729	-24.43%	132,336,911	Mar 31, 2024
BLACKSTONE INC.	1.40%	0.29%	1,178,923	-1,208,685	-50.62%	71,077,268	Mar 31, 2024
BOWEN HANES & CO INC	0.71%	1.03%	600,000	-	-	36,174,000	Mar 31, 2024
UBS GROUP AG	0.65%	0.01%	547,832	6,883	1.27%	33,028,791	Mar 31, 2024
INVESCO LTD.	0.55%	0.01%	463,214	-764,046	-62.26%	27,927,172	Mar 31, 2024
MORGAN STANLEY	0.54%	0.00%	456,658	-298,270	-39.51%	27,531,945	Mar 31, 2024
MILLER HOWARD INVESTMENTS INC /NY	0.52%	0.86%	437,171	17,757	4.23%	26,357,025	Mar 31, 2024
JPMORGAN CHASE & CO	0.51%	0.00%	424,960	202,320	90.87%	25,620,869	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.50%	0.01%	418,856	63,179	17.76%	25,252,850,000	Mar 31, 2024
ADAMS ASSET ADVISORS, LLC	0.37%	2.44%	313,435	-	-	18,896,996	Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC	0.30%	0.01%	253,157	-239,174	-48.58%	15,262,836	Mar 31, 2024
FRACTAL INVESTMENTS LLC	0.29%	2.65%	242,000	-	-	14,590,180	Mar 31, 2024
TCG ADVISORY SERVICES, LLC	0.28%	0.79%	238,766	-1,182	-0.49%	14,395,174	Mar 31, 2024
RECURRENT INVESTMENT ADVISORS LLC	0.24%	1.43%	204,815	20,379	11.05%	12,348,296	Mar 31, 2024
JENNISON ASSOCIATES LLC	0.24%	0.01%	202,965	-53,933	-20.99%	12,236,760	Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	0.02%	193,821	690	0.36%	11,685,460	Mar 31, 2024
ENERGY INCOME PARTNERS, LLC	0.21%	0.21%	174,055	174,055	100.00%	10,493,776	Mar 31, 2024
LPL FINANCIAL LLC	0.19%	0.01%	158,508	13,074	8.99%	9,556,466	Mar 31, 2024
CITIGROUP INC	0.18%	0.01%	153,967	-67,964	-30.62%	9,282,671	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
ALPS ADVISORS INC	11.51%	4.13%	9,682,244	183,538	1.93%	583,742,491	Mar 31, 2024
FRACTAL INVESTMENTS LLC	0.29%	2.65%	242,000	-	-	14,590,180	Mar 31, 2024
ADAMS ASSET ADVISORS, LLC	0.37%	2.44%	313,435	-	-	18,896,996	Mar 31, 2024
BARNETT & COMPANY, INC.	0.06%	2.21%	53,550	-400	-0.74%	3,228,530	Mar 31, 2024
PARK CIRCLE CO	0.04%	2.01%	36,350	-	-	2,191,542	Mar 31, 2024
RECURRENT INVESTMENT ADVISORS LLC	0.24%	1.43%	204,815	20,379	11.05%	12,348,296	Mar 31, 2024
CASCADE INVESTMENT GROUP, INC.	0.04%	1.37%	30,315	-700	-2.26%	1,827,692	Mar 31, 2024
BOWEN HANES & CO INC	0.71%	1.03%	600,000	-	-	36,174,000	Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	1.03%	35,426	35,426	100.00%	2,135,831	Mar 31, 2024
FINER WEALTH MANAGEMENT, INC.	0.03%	1.01%	25,601	3,325	14.93%	1,543,490	Mar 31, 2024
ELCO MANAGEMENT CO., LLC	0.03%	0.89%	24,216	-6	-0.02%	1,459,983	Mar 31, 2024
MILLER HOWARD INVESTMENTS INC /NY	0.52%	0.86%	437,171	17,757	4.23%	26,357,025	Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC	0.03%	0.84%	24,507	24,507	100.00%	1,477,527	Mar 31, 2024
TCG ADVISORY SERVICES, LLC	0.28%	0.79%	238,766	-1,182	-0.49%	14,395,174	Mar 31, 2024
TORTOISE INDEX SOLUTIONS, LLC	0.07%	0.70%	57,535	-15,815	-21.56%	3,468,785	Mar 31, 2024
QUAD-CITIES INVESTMENT GROUP, LLC	0.02%	0.47%	13,336	-1,460	-9.87%	804,037	Mar 31, 2024
INFRASTRUCTURE CAPITAL ADVISORS, LLC	0.07%	0.47%	61,164	40,973	202.93%	3,687,578	Mar 31, 2024
FIFTH LANE CAPITAL, LP	0.01%	0.36%	6,952	6,952	100.00%	419,136	Mar 31, 2024
AMERICAN FINANCIAL GROUP INC	0.02%	0.35%	15,500	-	-	934,000	Mar 31, 2024
SPIRIT OF AMERICA MANAGEMENT CORP/NY	0.03%	0.33%	27,555	-	-	1,661,291	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
JPMORGAN CHASE & CO	0.51%	0.00%	424,960	202,320	90.87%	25,620,869	Mar 31, 2024
ALPS ADVISORS INC	11.51%	4.13%	9,682,244	183,538	1.93%	583,742,491	Mar 31, 2024
ENERGY INCOME PARTNERS, LLC	0.21%	0.21%	174,055	174,055	100.00%	10,493,776	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.50%	0.01%	418,856	63,179	17.76%	25,252,850,000	Mar 31, 2024
CITADEL ADVISORS LLC	0.13%	0.00%	106,400	63,100	145.73%	6,414,856	Mar 31, 2024
CITADEL ADVISORS LLC	0.12%	0.00%	103,500	61,900	148.80%	6,240,015	Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.06%	0.07%	53,403	53,403	100.00%	3,219,667	Mar 31, 2024
UBS GROUP AG	0.06%	0.00%	50,000	50,000	100.00%	3,014,500	Mar 31, 2024
INFRASTRUCTURE CAPITAL ADVISORS, LLC	0.07%	0.47%	61,164	40,973	202.93%	3,687,578	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	0.00%	38,600	38,600	100.00%	2,327,194	Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	1.03%	35,426	35,426	100.00%	2,135,831	Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.07%	0.00%	62,366	32,531	109.04%	3,760,046,000	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.03%	0.00%	28,324	28,324	100.00%	1,708,000	Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC	0.08%	0.00%	71,320	25,992	57.34%	4,299,883	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.00%	25,356	25,356	100.00%	1,528,713	Mar 31, 2024
CASTLEARK MANAGEMENT LLC	0.04%	0.08%	31,930	24,540	332.07%	1,925,060	Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC	0.03%	0.84%	24,507	24,507	100.00%	1,477,527	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.00%	24,400	24,400	100.00%	1,471,076	Mar 31, 2024
LINCOLN NATIONAL CORP	0.03%	0.02%	24,163	24,163	100.00%	1,456,797	Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC	0.03%	0.01%	23,936	23,936	100.00%	1,443,126	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKSTONE INC.	1.40%	0.29%	1,178,923	-1,208,685	-50.62%	71,077,268	Mar 31, 2024
INVESCO LTD.	0.55%	0.01%	463,214	-764,046	-62.26%	27,927,172	Mar 31, 2024
GOLDMAN SACHS GROUP INC	2.61%	0.02%	2,195,006	-709,729	-24.43%	132,336,911	Mar 31, 2024
JANE STREET GROUP, LLC	0.01%	0.00%	9,137	-639,704	-98.59%	550,870	Mar 31, 2024
MORGAN STANLEY	0.54%	0.00%	456,658	-298,270	-39.51%	27,531,945	Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC	0.30%	0.01%	253,157	-239,174	-48.58%	15,262,836	Mar 31, 2024
BAKER AVENUE ASSET MANAGEMENT, LP	-	-	-	-82,000	-100.00%	-	Mar 31, 2024
CITIGROUP INC	0.18%	0.01%	153,967	-67,964	-30.62%	9,282,671	Mar 31, 2024
JENNISON ASSOCIATES LLC	0.24%	0.01%	202,965	-53,933	-20.99%	12,236,760	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.02%	0.00%	13,900	-47,500	-77.36%	838,031,000	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
TORTOISE INDEX SOLUTIONS, LLC	0.07%	0.70%	57,535	-15,815	-21.56%	3,468,785	Mar 31, 2024
EXCHANGE TRADED CONCEPTS, LLC	0.07%	0.09%	57,535	-15,637	-21.37%	3,468,785	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
BRAMSHILL INVESTMENTS, LLC	0.01%	0.07%	10,042	-10,832	-51.89%	605,432	Mar 31, 2024
XML FINANCIAL, LLC	0.02%	0.09%	15,036	-9,743	-39.32%	906,524	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
ENERGY INCOME PARTNERS, LLC	0.21%	0.21%	174,055	174,055	100.00%	10,493,776	Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.06%	0.07%	53,403	53,403	100.00%	3,219,667	Mar 31, 2024
UBS GROUP AG	0.06%	0.00%	50,000	50,000	100.00%	3,014,500	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	0.00%	38,600	38,600	100.00%	2,327,194	Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	1.03%	35,426	35,426	100.00%	2,135,831	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.03%	0.00%	28,324	28,324	100.00%	1,708,000	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.00%	25,356	25,356	100.00%	1,528,713	Mar 31, 2024
CUSTOM INDEX SYSTEMS, LLC	0.03%	0.84%	24,507	24,507	100.00%	1,477,527	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.00%	24,400	24,400	100.00%	1,471,076	Mar 31, 2024
LINCOLN NATIONAL CORP	0.03%	0.02%	24,163	24,163	100.00%	1,456,797	Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC	0.03%	0.01%	23,936	23,936	100.00%	1,443,126	Mar 31, 2024
FMR LLC	0.02%	0.00%	20,901	20,901	100.00%	1,260,121	Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.	0.02%	0.04%	15,183	15,183	100.00%	825,503	Mar 31, 2024
HRT FINANCIAL LP	0.01%	0.00%	11,542	11,542	100.00%	695,000	Mar 31, 2024
DAVIDSON TRUST CO	0.01%	0.32%	9,000	9,000	100.00%	542,610	Mar 31, 2024
UNITED ADVISOR GROUP, LLC	0.01%	0.20%	8,631	8,631	100.00%	520,363	Mar 31, 2024
JUMP FINANCIAL, LLC	0.01%	0.01%	7,209	7,209	100.00%	434,630	Mar 31, 2024
CSS LLC/IL	0.01%	0.02%	7,000	7,000	100.00%	422,030	Mar 31, 2024
FIFTH LANE CAPITAL, LP	0.01%	0.36%	6,952	6,952	100.00%	419,136	Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.	0.01%	0.01%	6,140	6,140	100.00%	370,181	Mar 31, 2024
NORDEN GROUP LLC	0.01%	0.03%	5,544	5,544	100.00%	334,251	Mar 31, 2024
KEELEY-TETON ADVISORS, LLC	0.01%	0.04%	5,000	5,000	100.00%	301,450	Mar 31, 2024
D.A. DAVIDSON & CO.	0.01%	0.00%	4,693	4,693	100.00%	282,941	Mar 31, 2024
HIGHPOINT ADVISOR GROUP LLC	0.01%	0.02%	4,384	4,384	100.00%	231,000	Mar 31, 2024
COMMERCE BANK	0.00%	0.00%	3,793	3,793	100.00%	228,679	Mar 31, 2024
INTEROCEAN CAPITAL GROUP, LLC	0.00%	0.01%	3,629	3,629	100.00%	218,764	Mar 31, 2024
GLADSTONE INSTITUTIONAL ADVISORY LLC	0.00%	0.01%	3,625	3,625	100.00%	218,551	Mar 31, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	0.00%	3,338	3,338	100.00%	201,231	Mar 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC	0.00%	0.01%	3,327	3,327	100.00%	200,598	Mar 31, 2024
SIMPLEX TRADING, LLC	0.00%	0.00%	2,025	2,025	100.00%	122,000	Mar 31, 2024
CSS LLC/IL	0.00%	0.00%	1,400	1,400	100.00%	84,406	Mar 31, 2024
REGISTER FINANCIAL ADVISORS LLC	0.00%	0.03%	913	913	100.00%	55,059	Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC	0.00%	0.02%	900	900	100.00%	54,261,000	Mar 31, 2024
GOODWIN INVESTMENT ADVISORY	0.00%	0.02%	679	679	100.00%	40,943	Mar 31, 2024
	0.00%	0.00%	350	350	100.00%	21,102	Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP	0.00%	-	235	235	100.00%	14,168	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.00%	-	200	200	100.00%	11,998,000	Mar 31, 2024
EAGLE BAY ADVISORS LLC	0.00%	0.00%	80	80	100.00%	4,823	Mar 31, 2024
SOUND INCOME STRATEGIES, LLC	-	0.00%	28	28	100.00%	1,688,000	Mar 31, 2024
SANDY SPRING BANK	-	-	10	10	100.00%	611,000	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Total Shares	Change Amount	Change %	Date
Manager Directed Portfolios	2.63%	430,300	-	-	Jan 31, 2024
HIGHLAND FUNDS II	1.30%	19,285	-	-	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 18	1.30%	327,319	222,694	212.85%	Feb 29, 2024
GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND	1.06%	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 Trust	0.76%	9,602,501	9,602,501	-	Feb 29, 2024
GraniteShares ETF Trust	0.59%	31,667	-	-	Dec 31, 2023
Cushing NextGen Infrastructure Income Fund	0.52%	60,000	-	-	Feb 29, 2024
John Hancock Hedged Equity & Income Fund	0.50%	50,000	-	-	Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC	0.49%	27,555	-	-	Feb 29, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST	0.44%	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 Fund	0.35%	35,000	-	-	Dec 31, 2023
Salient Midstream & MLP Fund	0.27%	59,801	-	-	Aug 31, 2022
John Hancock Hedged Equity & Income Fund	0.20%	20,000	-	-	Dec 31, 2023
AMERICAN CENTURY CALIFORNIA TAX FREE & MUNICIPAL FUNDS	0.16%	5,675,000	-	-	Feb 29, 2024
JOHN HANCOCK INVESTORS TRUST	0.15%	436,000	-	-	Jan 31, 2024
KKR Credit Opportunities Portfolio	0.14%	1,344,000	-	-	Jan 31, 2024
JOHN HANCOCK INVESTORS TRUST	0.13%	374,000	-	-	Jan 31, 2024
JOHN HANCOCK INVESTORS TRUST	0.13%	374,000	-	-	Jan 31, 2024
FIRST INVESTORS LIFE SERIES FUNDS	0.10%	300,000	300,000	-	Sep 30, 2019
PAX WORLD FUNDS SERIES TRUST III	0.08%	24,793	-	-	Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND	0.06%	18,663,000	1,447,000	8.40%	Feb 29, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.06%	196,000	-	-	Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND	0.06%	17,216,000	-	-	Feb 29, 2024
JANUS INVESTMENT FUND	0.06%	17,800,000	-	-	Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST	0.06%	191,000	-	-	Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund	0.05%	168,219	-	-	Dec 31, 2023
Global X Funds	0.05%	2,047,604	2,038,679	22842.34%	Feb 29, 2024
INTEGRITY FUNDS	0.04%	114,000	-	-	Jan 31, 2024
ETFis Series Trust I	0.04%	60,054	60,054	-	Jan 31, 2024
Pacific Global ETF Trust	0.04%	13,270	-	-	Sep 30, 2021
JOHN HANCOCK BOND TRUST	0.04%	2,675,000	500,000	22.99%	Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST	0.04%	29,000	-	-	Dec 31, 2023
JOHN HANCOCK BOND TRUST	0.04%	2,448,000	-	-	Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST	0.03%	27,000	-	-	Dec 31, 2023
JOHN HANCOCK BOND TRUST	0.03%	2,175,000	-	-	Feb 29, 2024
AMERICAN CENTURY MUNICIPAL TRUST	0.03%	1,310,000	-	-	Feb 29, 2024
JANUS INVESTMENT FUND	0.03%	9,494,000	-	-	Dec 31, 2023
JANUS INVESTMENT FUND	0.03%	9,445,000	-	-	Dec 31, 2023
INTEGRITY FUNDS	0.03%	65,000	-	-	Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND	0.02%	7,321,000	-	-	Feb 29, 2024
KKR Credit Opportunities Portfolio	0.02%	234,000	-	-	Jan 31, 2024
GABELLI UTILITY TRUST	0.02%	10,000	-	-	Dec 29, 2023
INTEGRITY FUNDS	0.02%	60,000	-	-	Jan 31, 2024
GAMCO Global Gold, Natural Resources & Income Trust	0.02%	30,000	-	-	Dec 29, 2023
JOHN HANCOCK INCOME SECURITIES TRUST	0.02%	72,000	-	-	Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.02%	72,000	-	-	Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND	0.02%	5,408,000	-	-	Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.02%	2,550,000	-	-	Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST	0.02%	437,000	-	-	Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.02%	2,381,000	-	-	Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST	0.02%	1,361,000	-	-	Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.02%	2,250,000	-	-	Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST	0.02%	1,333,000	-	-	Jan 31, 2024
GAMCO Natural Resources, Gold & Income Trust	0.01%	5,000	-	-	Dec 29, 2023
JOHCM Funds Trust	0.01%	175,000	-	-	Dec 29, 2023
FIRST INVESTORS EQUITY FUNDS	0.01%	75,000	75,000	-	Sep 30, 2019
Pacific Global ETF Trust	0.01%	4,318	-	-	Sep 30, 2021
PROFESSIONALLY MANAGED PORTFOLIOS	0.01%	75,000	-	-	Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,775,000	-	-	Dec 31, 2023
SA FUNDS INVESTMENT TRUST	0.01%	189,947	-	-	Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,625,000	-	-	Dec 31, 2023
Federated Hermes High Yield Trust	0.01%	58,440	-	-	Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST I	0.01%	226,460	-	-	Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,518,000	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI	0.01%	48,395	-11,959	-19.81%	Dec 31, 2023
BlackRock Funds V	0.01%	425,307	-	-	Jan 31, 2024
HUSSMAN INVESTMENT TRUST	0.01%	35,000	-	-	Dec 31, 2023
INTEGRITY FUNDS	0.01%	24,000	-	-	Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,125,000	-	-	Dec 31, 2023
Destra Multi-Alternative Fund	0.01%	1,687	-	-	Dec 31, 2023
NORTHERN FUNDS	0.01%	6,876,000	-	-	Dec 29, 2023
KKR Income Opportunities Fund	0.01%	38,000	-	-	Jan 31, 2024
NORTHERN FUNDS	0.01%	5,425,000	-	-	Dec 29, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.00%	700,000	-	-	Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST	0.00%	363,000	-	-	Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST	0.00%	363,000	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	3,895,000	-	-	Dec 29, 2023
GOLDMAN SACHS TRUST	0.00%	670,605	-572,977	-46.07%	Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST	0.00%	90,000	-	-	Dec 31, 2023
TCW STRATEGIC INCOME FUND INC	0.00%	26,257	-	-	Mar 31, 2024
KKR Credit Opportunities Portfolio	0.00%	33,000	-	-	Jan 31, 2024
ALLSPRING MASTER TRUST	0.00%	210,000	-	-	Feb 29, 2024
NORTHERN FUNDS	0.00%	2,858,000	-	-	Dec 29, 2023
OLD WESTBURY FUNDS INC	0.00%	389,245	-	-	Jan 31, 2024
FIDELITY DEVONSHIRE TRUST	0.00%	30,300	-	-	Jan 31, 2024
FIRST INVESTORS INCOME FUNDS	0.00%	1,975,000	1,975,000	-	Sep 30, 2019
Arrow ETF Trust	0.00%	2,834	-626	-18.09%	Jan 31, 2024
BMC FUND INC	0.00%	473	-	-	Jan 31, 2024
BAIRD FUNDS INC	0.00%	2,000,000	-	-	Dec 31, 2023
TOUCHSTONE STRATEGIC TRUST	0.00%	56,000	-	-	Dec 31, 2023
LoCorr Investment Trust	0.00%	22,600	-	-	Mar 31, 2024
TOUCHSTONE STRATEGIC TRUST	0.00%	41,000	-	-	Dec 31, 2023
EMPOWER FUNDS, INC.	0.00%	715,000	-	-	Dec 31, 2023
SATURNA INVESTMENT TRUST	0.00%	40,000	-	-	Feb 29, 2024
AMERICAN CENTURY ETF TRUST	0.00%	50,000	-	-	Feb 29, 2024
ALLSPRING MASTER TRUST	0.00%	28,633	-	-	Feb 29, 2024
AMERICAN CENTURY ETF TRUST	0.00%	47,000	-	-	Feb 29, 2024
AMERICAN CENTURY ETF TRUST	0.00%	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

Date	Holdings	Change %
31 Mar, 24	193	-7.66%
31 Dec, 23	209	11.76%
30 Sep, 23	187	-1.58%
30 Jun, 23	190	5.56%
31 Mar, 23	180	2.86%
31 Dec, 22	175	8.70%
30 Sep, 22	161	-1.23%
30 Jun, 22	163	-3.55%
31 Mar, 22	169	3.05%
31 Dec, 21	164	7.89%
30 Sep, 21	152	-2.56%
30 Jun, 21	156	13.87%
31 Mar, 21	137	-4.20%
31 Dec, 20	143	4.38%
30 Sep, 20	137	-2.84%
30 Jun, 20	141	5.22%
31 Mar, 20	134	-14.65%
31 Dec, 19	157	13.77%
30 Sep, 19	138	-0.72%
30 Jun, 19	139	6.11%
31 Mar, 19	131	-2.96%
31 Dec, 18	135	0.75%
30 Sep, 18	134	-1.47%
30 Jun, 18	136	18.26%
31 Mar, 18	115	-8.73%
31 Dec, 17	126	5.88%
30 Sep, 17	119	-7.75%
30 Jun, 17	129	4.03%
31 Mar, 17	124	-11.43%
31 Dec, 16	140	8.53%
30 Sep, 16	129	0.78%
30 Jun, 16	128	16.36%
31 Mar, 16	110	-2.65%
31 Dec, 15	113	6.60%
30 Sep, 15	106	10.42%
30 Jun, 15	96	-6.80%
31 Mar, 15	103	32.05%
31 Dec, 14	78	3800.00%
30 Sep, 14	2	-

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

Date	Shares Outstanding	Change %
31 Mar, 24	17,002,123	-29.52%
31 Dec, 23	24,123,948	28.88%
30 Sep, 23	18,718,006	6.03%
30 Jun, 23	17,653,431	-0.02%
31 Mar, 23	17,657,678	2.31%
31 Dec, 22	17,259,039	6.88%
30 Sep, 22	16,148,034	-3.37%
30 Jun, 22	16,711,466	-2.56%
31 Mar, 22	17,150,757	-0.48%
31 Dec, 21	17,233,591	-2.16%
30 Sep, 21	17,614,041	-5.09%
30 Jun, 21	18,558,317	-10.20%
31 Mar, 21	20,666,210	-10.61%
31 Dec, 20	23,118,267	-3.46%
30 Sep, 20	23,946,899	-3.92%
30 Jun, 20	24,923,342	-2.58%
31 Mar, 20	25,583,960	-7.25%
31 Dec, 19	27,584,316	-1.64%
30 Sep, 19	28,042,819	-1.31%
30 Jun, 19	28,414,188	-0.69%
31 Mar, 19	28,612,787	-2.39%
31 Dec, 18	29,312,222	1.82%
30 Sep, 18	28,787,709	1.86%
30 Jun, 18	28,262,544	-3.60%
31 Mar, 18	29,317,559	-0.72%
31 Dec, 17	29,530,695	-2.67%
30 Sep, 17	30,341,201	-0.73%
30 Jun, 17	30,562,976	19.82%
31 Mar, 17	25,507,073	-12.31%
31 Dec, 16	29,087,888	-18.60%
30 Sep, 16	35,733,306	-10.43%
30 Jun, 16	39,893,721	20.92%
31 Mar, 16	32,991,223	-2.05%
31 Dec, 15	33,683,155	62.12%
30 Sep, 15	20,777,090	35.61%
30 Jun, 15	15,320,897	1.86%
31 Mar, 15	15,041,184	13.24%
31 Dec, 14	13,282,566	12308.86%
30 Sep, 14	107,041	-

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

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	20.21%	-
31 Dec, 23	-	-
30 Sep, 23	22.27%	5.05%
30 Jun, 23	21.00%	4.76%
31 Mar, 23	21.01%	4.96%
31 Dec, 22	20.59%	5.54%
30 Sep, 22	19.28%	4.84%
30 Jun, 22	19.96%	4.75%
31 Mar, 22	20.49%	4.80%
31 Dec, 21	20.67%	4.63%
30 Sep, 21	21.13%	4.26%
30 Jun, 21	22.27%	3.62%
31 Mar, 21	24.80%	3.21%
31 Dec, 20	27.80%	3.34%
30 Sep, 20	28.83%	3.20%
30 Jun, 20	30.02%	3.16%
31 Mar, 20	30.82%	2.78%
31 Dec, 19	33.31%	2.90%
30 Sep, 19	33.89%	2.87%
30 Jun, 19	34.34%	2.87%
31 Mar, 19	34.59%	2.74%
31 Dec, 18	35.51%	2.92%
30 Sep, 18	34.89%	2.97%
30 Jun, 18	34.26%	3.21%
31 Mar, 18	32.66%	3.69%
31 Dec, 17	29.75%	3.20%
30 Sep, 17	30.50%	3.23%
30 Jun, 17	30.73%	4.59%
31 Mar, 17	25.87%	2.68%
31 Dec, 16	31.08%	2.21%
30 Sep, 16	37.48%	2.14%
30 Jun, 16	41.84%	2.94%
31 Mar, 16	37.72%	1.00%
31 Dec, 15	61.57%	4.27%
30 Sep, 15	37.98%	2.08%
30 Jun, 15	42.76%	2.32%
31 Mar, 15	42.93%	1.54%
31 Dec, 14	52.82%	22299.30%
30 Sep, 14	0.49%	-

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

Date	Increased Positions	Change %
31 Mar, 24	94	-3.09%
31 Dec, 23	97	8.99%
30 Sep, 23	89	17.11%
30 Jun, 23	76	-2.56%
31 Mar, 23	78	-21.21%
31 Dec, 22	99	45.59%
30 Sep, 22	68	-
30 Jun, 22	68	-9.33%
31 Mar, 22	75	-9.64%
31 Dec, 21	83	27.69%
30 Sep, 21	65	-12.16%
30 Jun, 21	74	37.04%
31 Mar, 21	54	-12.90%
31 Dec, 20	62	3.33%
30 Sep, 20	60	-6.25%
30 Jun, 20	64	-
31 Mar, 20	64	-11.11%
31 Dec, 19	72	33.33%
30 Sep, 19	54	-3.57%
30 Jun, 19	56	1.82%
31 Mar, 19	55	-6.78%
31 Dec, 18	59	5.36%
30 Sep, 18	56	-18.84%
30 Jun, 18	69	27.78%
31 Mar, 18	54	-12.90%
31 Dec, 17	62	67.57%
30 Sep, 17	37	-37.29%
30 Jun, 17	59	13.46%
31 Mar, 17	52	-23.53%
31 Dec, 16	68	3.03%
30 Sep, 16	66	8.20%
30 Jun, 16	61	1.67%
31 Mar, 16	60	-3.23%
31 Dec, 15	62	5.08%
30 Sep, 15	59	13.46%
30 Jun, 15	52	-11.86%
31 Mar, 15	59	-18.06%
31 Dec, 14	72	3500.00%
30 Sep, 14	2	-

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

Date	Reduced Positions	Change %
31 Mar, 24	40	-28.57%
31 Dec, 23	56	40.00%
30 Sep, 23	40	-23.08%
30 Jun, 23	52	-
31 Mar, 23	52	67.74%
31 Dec, 22	31	-20.51%
30 Sep, 22	39	-11.36%
30 Jun, 22	44	7.32%
31 Mar, 22	41	10.81%
31 Dec, 21	37	19.35%
30 Sep, 21	31	-6.06%
30 Jun, 21	33	-13.16%
31 Mar, 21	38	18.75%
31 Dec, 20	32	10.34%
30 Sep, 20	29	-6.45%
30 Jun, 20	31	19.23%
31 Mar, 20	26	-31.58%
31 Dec, 19	38	31.03%
30 Sep, 19	29	3.57%
30 Jun, 19	28	3.70%
31 Mar, 19	27	-15.63%
31 Dec, 18	32	3.23%
30 Sep, 18	31	14.81%
30 Jun, 18	27	-12.90%
31 Mar, 18	31	3.33%
31 Dec, 17	30	-18.92%
30 Sep, 17	37	32.14%
30 Jun, 17	28	-20.00%
31 Mar, 17	35	-7.89%
31 Dec, 16	38	22.58%
30 Sep, 16	31	-8.82%
30 Jun, 16	34	13.33%
31 Mar, 16	30	-3.23%
31 Dec, 15	31	29.17%
30 Sep, 15	24	-11.11%
30 Jun, 15	27	42.11%
31 Mar, 15	19	1800.00%
31 Dec, 14	1	-
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

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	193	-7.66%	17,002,123	-29.52%	20.21%	-	94	-3.09%	40	-28.57%
31 Dec, 23	209	11.76%	24,123,948	28.88%	-	-	97	8.99%	56	40.00%
30 Sep, 23	187	-1.58%	18,718,006	6.03%	22.27%	5.05%	89	17.11%	40	-23.08%
30 Jun, 23	190	5.56%	17,653,431	-0.02%	21.00%	4.76%	76	-2.56%	52	-
31 Mar, 23	180	2.86%	17,657,678	2.31%	21.01%	4.96%	78	-21.21%	52	67.74%
31 Dec, 22	175	8.70%	17,259,039	6.88%	20.59%	5.54%	99	45.59%	31	-20.51%
30 Sep, 22	161	-1.23%	16,148,034	-3.37%	19.28%	4.84%	68	-	39	-11.36%
30 Jun, 22	163	-3.55%	16,711,466	-2.56%	19.96%	4.75%	68	-9.33%	44	7.32%
31 Mar, 22	169	3.05%	17,150,757	-0.48%	20.49%	4.80%	75	-9.64%	41	10.81%
31 Dec, 21	164	7.89%	17,233,591	-2.16%	20.67%	4.63%	83	27.69%	37	19.35%
30 Sep, 21	152	-2.56%	17,614,041	-5.09%	21.13%	4.26%	65	-12.16%	31	-6.06%
30 Jun, 21	156	13.87%	18,558,317	-10.20%	22.27%	3.62%	74	37.04%	33	-13.16%
31 Mar, 21	137	-4.20%	20,666,210	-10.61%	24.80%	3.21%	54	-12.90%	38	18.75%
31 Dec, 20	143	4.38%	23,118,267	-3.46%	27.80%	3.34%	62	3.33%	32	10.34%
30 Sep, 20	137	-2.84%	23,946,899	-3.92%	28.83%	3.20%	60	-6.25%	29	-6.45%
30 Jun, 20	141	5.22%	24,923,342	-2.58%	30.02%	3.16%	64	-	31	19.23%
31 Mar, 20	134	-14.65%	25,583,960	-7.25%	30.82%	2.78%	64	-11.11%	26	-31.58%
31 Dec, 19	157	13.77%	27,584,316	-1.64%	33.31%	2.90%	72	33.33%	38	31.03%
30 Sep, 19	138	-0.72%	28,042,819	-1.31%	33.89%	2.87%	54	-3.57%	29	3.57%
30 Jun, 19	139	6.11%	28,414,188	-0.69%	34.34%	2.87%	56	1.82%	28	3.70%
31 Mar, 19	131	-2.96%	28,612,787	-2.39%	34.59%	2.74%	55	-6.78%	27	-15.63%
31 Dec, 18	135	0.75%	29,312,222	1.82%	35.51%	2.92%	59	5.36%	32	3.23%
30 Sep, 18	134	-1.47%	28,787,709	1.86%	34.89%	2.97%	56	-18.84%	31	14.81%
30 Jun, 18	136	18.26%	28,262,544	-3.60%	34.26%	3.21%	69	27.78%	27	-12.90%
31 Mar, 18	115	-8.73%	29,317,559	-0.72%	32.66%	3.69%	54	-12.90%	31	3.33%
31 Dec, 17	126	5.88%	29,530,695	-2.67%	29.75%	3.20%	62	67.57%	30	-18.92%
30 Sep, 17	119	-7.75%	30,341,201	-0.73%	30.50%	3.23%	37	-37.29%	37	32.14%
30 Jun, 17	129	4.03%	30,562,976	19.82%	30.73%	4.59%	59	13.46%	28	-20.00%
31 Mar, 17	124	-11.43%	25,507,073	-12.31%	25.87%	2.68%	52	-23.53%	35	-7.89%
31 Dec, 16	140	8.53%	29,087,888	-18.60%	31.08%	2.21%	68	3.03%	38	22.58%
30 Sep, 16	129	0.78%	35,733,306	-10.43%	37.48%	2.14%	66	8.20%	31	-8.82%
30 Jun, 16	128	16.36%	39,893,721	20.92%	41.84%	2.94%	61	1.67%	34	13.33%
31 Mar, 16	110	-2.65%	32,991,223	-2.05%	37.72%	1.00%	60	-3.23%	30	-3.23%
31 Dec, 15	113	6.60%	33,683,155	62.12%	61.57%	4.27%	62	5.08%	31	29.17%
30 Sep, 15	106	10.42%	20,777,090	35.61%	37.98%	2.08%	59	13.46%	24	-11.11%
30 Jun, 15	96	-6.80%	15,320,897	1.86%	42.76%	2.32%	52	-11.86%	27	42.11%
31 Mar, 15	103	32.05%	15,041,184	13.24%	42.93%	1.54%	59	-18.06%	19	1800.00%
31 Dec, 14	78	3800.00%	13,282,566	12308.86%	52.82%	22299.30%	72	3500.00%	1	-
30 Sep, 14	2	-	107,041	-	0.49%	-	2	-	-	-

Sunoco LP Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 28, 2024	Smith W Brett	director	-		Sell	-	-	-	1,477
Dec 07, 2023	Kim Joseph	director, officer	President & CEO	F-InKind	Sell	34,830	$53.76	$1.87M	376,821
Dec 07, 2023	Harkness Austin	officer	SVP - Pricing & REO	F-InKind	Sell	4,723	$53.76	$253.90K	62,186
Dec 07, 2023	Hand Brian A	officer	SVP-Chief Sales Officer	F-InKind	Sell	10,782	$53.76	$579.62K	130,755
Dec 07, 2023	Gladwin Alison	officer	SVP, Marketing & Admin.	F-InKind	Sell	8,107	$53.76	$435.82K	80,611

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	900	$52.10	$46.89K	14,608
Apr 19, 2024	Skidmore David K	director	-	P-Purchase	Buy	600	$52.09	$31.25K	13,708
Apr 19, 2024	Skidmore David K	director	-	A-Award	Buy	2,577	-	-	13,108
Mar 28, 2024	Smith W Brett	director	-		Sell	-	-	-	1,477
Jan 04, 2024	Alvarez Oscar A.	director	-	A-Award	Buy	2,577	-	-	8,175
Jan 04, 2024	Washburne Ray W	director	-	A-Award	Buy	2,577	-	-	8,175
Jan 04, 2024	Anbouba Imad K.	director	-	A-Award	Buy	2,577	-	-	19,536
Jan 04, 2024	Skidmore David K	director	-	A-Award	Buy	2,577	-	-	10,531
Dec 12, 2023	Raymer Rick	officer	VP & Controller & PAO	A-Award	Buy	6,500	-	-	32,689
Dec 12, 2023	Dodderer Arnold	officer	GC & Asst. Sec.	A-Award	Buy	12,000	-	-	89,890
Dec 12, 2023	Harkness Austin	officer	SVP - Pricing & REO	A-Award	Buy	20,500	-	-	82,686
Dec 12, 2023	Hand Brian A	officer	SVP-Chief Sales Officer	A-Award	Buy	20,500	-	-	151,255
Dec 12, 2023	Fails Karl R	officer	EVP & Chief Operations Officer	A-Award	Buy	30,000	-	-	227,916
Dec 12, 2023	Kim Joseph	director, officer	President & CEO	A-Award	Buy	70,000	-	-	446,821
Dec 12, 2023	Curia Christopher	director, officer	EVP - Human Resources	A-Award	Buy	11,000	-	-	129,828
Dec 07, 2023	Raymer Rick	officer	VP & Controller & POA	F-InKind	Buy	2,891	$53.76	$155.41K	26,189
Dec 07, 2023	Kim Joseph	director, officer	President & CEO	F-InKind	Sell	34,830	$53.76	$1.87M	376,821
Dec 07, 2023	Harkness Austin	officer	SVP - Pricing & REO	F-InKind	Sell	4,723	$53.76	$253.90K	62,186
Dec 07, 2023	Hand Brian A	officer	SVP-Chief Sales Officer	F-InKind	Sell	10,782	$53.76	$579.62K	130,755
Dec 07, 2023	Gladwin Alison	officer	SVP, Marketing & Admin.	F-InKind	Sell	8,107	$53.76	$435.82K	80,611

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

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q1 2024	5	1	500.00%
Q4 2023	9	8	112.50%
Q1 2023	4	-	-
Q4 2022	9	6	150.00%
Q3 2022	1	-	-
Q2 2022	2	1	200.00%
Q1 2022	8	-	-
Q4 2021	10	10	100.00%
Q3 2021	1	-	-
Q2 2021	2	2	100.00%
Q1 2021	3	-	-
Q4 2020	11	12	91.67%
Q2 2020	-	1	-
Q1 2020	15	-	-
Q4 2019	10	8	125.00%
Q1 2019	3	-	-
Q4 2018	11	8	137.50%
Q2 2018	-	-	-
Q1 2018	8	4	200.00%

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

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q1 2024	-	-	-
Q4 2023	-	1	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	2	3	66.67%
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	-	6	-
Q2 2020	-	-	-
Q1 2020	12	-	-
Q4 2019	-	1	-
Q1 2019	-	-	-
Q4 2018	1	1	100.00%
Q2 2018	-	-	-
Q1 2018	2	-	-

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

Ticker	Company
CAPL	CrossAmerica Partners LP
VLO	Valero Energy Corporation
CVI	CVR Energy, Inc.
PARR	Par Pacific Holdings, Inc.
DK	Delek US Holdings, Inc.
DINO	HF Sinclair Corporation
DKL	Delek Logistics Partners, LP
SGU	Star Group, L.P.
PSX	Phillips 66
MPC	Marathon Petroleum Corporation
PBF	PBF Energy Inc.

SUN Ownership FAQ

Who Owns Sunoco LP?

Sunoco LP is owned by institutional shareholders (20.21%), insiders (21.51%), and public (58.28%). 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).

Who are the major institutional shareholders of Sunoco LP?

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.

How many Sunoco LP shareholders are there?

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

What percentage of Sunoco LP is owned by ALPS ADVISORS INC?

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).

What percentage of Sunoco LP is owned by GOLDMAN SACHS GROUP INC?

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.

What percentage of Sunoco LP is owned by BLACKSTONE INC?

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