Sunoco LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 11/12/2024 | 19.13 M | $1.03 B | 1.71% | 14.07% |
| INVESCO LTD. | 11/12/2024 | 8.67 M | $465.41 M | 2.00% | 6.38% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 6.94 M | $372.29 M | 3.51% | 5.10% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 2.48 M | $133.16 M | -39.49% | 1.82% |
| JPMORGAN CHASE & CO | 11/08/2024 | 2.19 M | $117.64 M | 26.23% | 1.61% |
| BLACKSTONE INC. | 11/14/2024 | 1.43 M | $76.73 M | -11.01% | 1.05% |
| MORGAN STANLEY | 11/14/2024 | 1.40 M | $74.97 M | -1.16% | 1.03% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 11/13/2024 | 1.35 M | $72.45 M | -0.12% | 0.99% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11/14/2024 | 1.09 M | $58.37 M | 3.06% | 0.80% |
| ENERGY INCOME PARTNERS, LLC | 11/14/2024 | 1.06 M | $56.70 M | 8.43% | 0.78% |
| UBS GROUP AG | 11/14/2024 | 986,111 | $52.93 M | 0.81% | 0.73% |
| RECURRENT INVESTMENT ADVISORS LLC | 11/14/2024 | 864,176 | $46.39 M | 29.25% | 0.64% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 700,229 | $37.59 M | 0.00% | 0.51% |
| FRACTAL INVESTMENTS LLC | 10/30/2024 | 672,682 | $36.11 M | 0.00% | 0.49% |
| BOWEN HANES & CO INC | 11/12/2024 | 600,000 | $32.21 M | 0.00% | 0.44% |
| MILLER HOWARD INVESTMENTS INC /NY | 11/05/2024 | 589,761 | $31.66 M | 1.10% | 0.43% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 572,779 | $10.67 M | 5,437.31% | 0.42% |
| ADAMS ASSET ADVISORS, LLC | 10/15/2024 | 571,538 | $30.68 M | 0.00% | 0.42% |
| BARCLAYS PLC | 11/19/2024 | 436,288 | $23.42 M | 908,833.33% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 410,046 | $22.01 M | -17.29% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 326,300 | $17.52 M | -12.26% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 313,750 | $16.84 M | 18.44% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 304,613 | $16.35 M | -3.08% | 0.22% |
| HRT FINANCIAL LP | 11/12/2024 | 287,773 | $15.45 M | 100.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 282,324 | $15.16 M | -45.53% | 0.21% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 271,831 | $14.59 M | -1.81% | 0.20% |
| TCG ADVISORY SERVICES, LLC | 11/14/2024 | 240,871 | $12.93 M | -0.57% | 0.18% |
| LPL FINANCIAL LLC | 11/08/2024 | 193,038 | $10.36 M | -14.96% | 0.14% |
| ING GROEP NV | 11/06/2024 | 158,715 | $8.52 M | 100.00% | 0.12% |
| KERCHEVILLE ADVISORS, LLC | 10/24/2024 | 154,077 | $8.27 M | 0.03% | 0.11% |
| JANE STREET GROUP, LLC | 11/15/2024 | 151,800 | $8.15 M | 100.00% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2024 | 148,620 | $7.98 M | -30.53% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 140,049 | $7.52 M | -5.64% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2024 | 131,700 | $7.07 M | 17.44% | 0.10% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/10/2024 | 128,171 | $6.88 M | 7.10% | 0.09% |
| WALDRON PRIVATE WEALTH LLC | 10/21/2024 | 120,000 | $6.44 M | 140.00% | 0.09% |
| JANE STREET GROUP, LLC | 11/15/2024 | 119,002 | $6.39 M | 101.68% | 0.09% |
| 11/25/2024 | 96,377 | $5.24 M | 11.68% | 0.07% | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 95,662 | $5.14 M | 405.21% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 75,325 | $4.04 M | -60.16% | 0.06% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 74,699 | $4.01 M | -5.59% | 0.05% |
| SUMMIT FINANCIAL, LLC | 11/12/2024 | 71,236 | $3.82 M | 100.00% | 0.05% |
| TEXAS YALE CAPITAL CORP. | 11/12/2024 | 67,976 | $3.65 M | 3.50% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 66,006 | $3.54 M | -5.40% | 0.05% |
| CHICKASAW CAPITAL MANAGEMENT LLC | 10/10/2024 | 63,400 | $3.40 M | 10.07% | 0.05% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 62,253 | $3.34 M | 1.77% | 0.05% |
| NOMURA HOLDINGS INC | 11/14/2024 | 60,000 | $3.22 M | 0.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 52,137 | $2.80 M | 0.14% | 0.04% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 51,410 | $2.76 M | -12.27% | 0.04% |
| BARNETT & COMPANY, INC. | 11/05/2024 | 51,033 | $2.74 M | -3.50% | 0.04% |
Sunoco LPinstitutional Ownership - FAQ's
During the previous two years, 356 institutional investors and hedge funds held shares of Sunoco LP. The most heavily invested institutionals were:
ALPS ADVISORS INC: 19.13 M
Invesco Ltd.: 8.67 M
GOLDMAN SACHS GROUP INC: 6.94 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 2.48 M
JPMORGAN CHASE & CO: 2.19 M
Blackstone Inc.: 1.43 M
42.93% of Sunoco LP stock is owned by institutional investors.
Institutional investors have bought a total of 74.18 M shares in the last 24 months. This purchase volume represents approximately $3.79 B in transactions.