NYSE:SUN

Sunoco Institutional Ownership

$36.07
+0.14 (+0.39 %)
(As of 05/7/2021 12:35 PM ET)
Add
Compare
Today's Range
$36.00
$36.20
50-Day Range
$31.09
$36.64
52-Week Range
$21.38
$36.86
Volume17,372 shs
Average Volume463,521 shs
Market Capitalization$3.60 billion
P/E Ratio22.97
Dividend Yield9.01%
Beta1.87

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Sunoco (NYSE:SUN)

Institutional Ownership Percentage: 24.13%

Institutional Buying and Selling by Quarter


Sunoco (NYSE SUN) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/6/2021Sigma Planning Corp32,547$1.04M0.0%+34.5%0.033%
5/6/2021Avantax Planning Partners Inc.9,200$0.29M0.0%N/A0.009%
5/4/2021Commonwealth Equity Services LLC9,173$0.29M0.0%+13.0%0.009%
5/3/2021Proffitt & Goodson Inc.1,699$54K0.0%-51.7%0.002%
4/30/2021CWM Advisors LLC9,536$0.30M0.0%-8.4%0.010%
4/30/2021Sumitomo Mitsui Trust Holdings Inc.70,000$2.23M0.0%-13.6%0.070%
4/28/2021Dividend Assets Capital LLC18,209$0.58M0.1%-3.5%0.018%
4/27/2021Janney Montgomery Scott LLC11,789$0.38M0.0%+20.6%0.012%
4/22/2021Private Advisor Group LLC33,136$1.06M0.0%+15.5%0.033%
4/19/2021Barnett & Company Inc.72,850$2.32M1.2%N/A0.073%
4/19/2021International Assets Investment Management LLC83,516$2.53M0.2%+104.8%0.084%
4/15/2021Spirit of America Management Corp NY109,674$3.49M0.8%-5.2%0.110%
4/15/2021Mcdonald Partners LLC34,000$1.08M0.2%+126.7%0.034%
4/12/2021Adams Asset Advisors LLC300,223$9.56M2.1%+1.1%0.301%
4/12/2021Huntington National Bank1,030$33K0.0%+212.1%0.001%
3/2/2021Capital Asset Advisory Services LLC2,211$64K0.0%N/A0.002%
2/23/2021UBP Investment Advisors SA10,020$0.29M0.1%N/A0.010%
2/16/2021Walleye Capital LLC6,999$0.20M0.0%N/A0.007%
2/16/2021Mcdonald Partners LLC15,000$0.43M0.1%N/A0.015%
2/16/2021Morgan Stanley2,023,695$58.24M0.0%+3.4%2.034%
2/16/2021Advisors Capital Management LLC136,529$3.93M0.2%+63.3%0.137%
2/16/2021Guggenheim Capital LLC16,540$0.48M0.0%-14.2%0.017%
2/16/2021ELCO Management Co. LLC72,190$2.08M1.8%-16.1%0.073%
2/12/2021CWM Advisors LLC10,416$0.30M0.1%N/A0.010%
2/12/2021Federated Hermes Inc.119,220$3.43M0.0%+1.2%0.120%
2/12/2021LPL Financial LLC45,568$1.31M0.0%+63.4%0.046%
2/12/2021Raymond James Financial Services Advisors Inc.205,992$5.93M0.0%-4.7%0.207%
2/12/2021Credit Suisse AG11,023$0.32M0.0%-11.8%0.011%
2/11/2021Bridgecreek Investment Management LLC311,450$8.96M1.4%+0.1%0.313%
2/11/2021Barclays PLC13,499$0.39M0.0%-9.7%0.014%
2/11/2021Citigroup Inc.26,565$0.76M0.0%-13.7%0.027%
2/11/2021Skandinaviska Enskilda Banken AB publ62,100$1.79M0.0%+143.5%0.062%
2/11/2021ING Groep NV836,000$24.06M0.5%-4.8%0.840%
2/10/2021HighTower Advisors LLC14,840$0.42M0.0%+7.9%0.015%
2/9/2021Wells Fargo & Company MN81,706$2.35M0.0%-10.6%0.082%
2/9/2021Sigma Planning Corp24,205$0.70M0.0%+16.7%0.024%
2/8/2021Vident Investment Advisory LLC41,676$1.20M0.0%+2.5%0.042%
2/8/2021Bowen Hanes & Co. Inc.590,000$16.98M0.6%+1.7%0.593%
2/8/2021Lido Advisors LLC7,690$0.22M0.0%N/A0.008%
2/8/2021XML Financial LLC29,860$0.86M0.2%+41.2%0.030%
2/5/2021Gabelli Funds LLC118,000$3.40M0.0%-20.3%0.119%
2/5/2021Sumitomo Mitsui Trust Holdings Inc.81,000$2.33M0.0%-12.0%0.081%
2/4/2021National Asset Management Inc.18,797$0.54M0.0%+6.6%0.019%
2/2/2021California Public Employees Retirement System118,995$3.43M0.0%-4.6%0.120%
2/2/2021First Trust Advisors LP111,408$3.21M0.0%N/A0.112%
1/30/2021Duff & Phelps Investment Management Co.354,835$10.21M0.1%-0.8%0.357%
1/29/2021Creative Planning16,970$0.49M0.0%+8.2%0.017%
1/28/2021Perigon Wealth Management LLC14,500$0.42M0.0%-29.3%0.015%
1/25/2021Proffitt & Goodson Inc.3,514$0.10M0.0%N/A0.004%
1/22/2021International Assets Investment Management LLC40,789$1.17M0.2%+178.4%0.041%
1/19/2021Spirit of America Management Corp NY115,674$3.33M0.8%-1.7%0.116%
1/15/2021Patriot Financial Group Insurance Agency LLC5,854$0.17M0.0%+137.6%0.006%
1/15/2021Hudson Valley Investment Advisors Inc. ADV12,000$0.35M0.1%N/A0.012%
11/13/2020Morgan Stanley1,957,130$47.74M0.0%-5.8%1.968%
11/13/2020Tortoise Capital Advisors L.L.C.1,390$34K0.0%N/A0.001%
11/13/2020Guggenheim Capital LLC19,271$0.47M0.0%-29.7%0.019%
11/13/2020Bridgecreek Investment Management LLC311,100$7.59M1.3%-2.4%0.313%
11/12/2020JPMorgan Chase & Co.28,404$0.71M0.0%+153.6%0.029%
11/12/2020Arrowstreet Capital Limited Partnership279,110$6.81M0.0%-32.0%0.281%
11/12/2020Federated Hermes Inc.117,805$2.87M0.0%+2.3%0.118%
11/12/2020Skandinaviska Enskilda Banken AB publ25,500$0.62M0.0%+37.1%0.026%
11/9/2020National Asset Management Inc.17,635$0.43M0.0%+7.4%0.018%
11/9/2020LPL Financial LLC27,891$0.68M0.0%+6.7%0.028%
11/6/2020HighPoint Advisor Group LLC9,000$0.23M0.0%-10.0%0.009%
11/5/2020California Public Employees Retirement System124,749$3.04M0.0%+1.8%0.125%
11/5/2020Wells Fargo & Company MN91,393$2.23M0.0%-9.2%0.092%
11/5/2020Advisors Capital Management LLC83,626$2.04M0.1%+28.6%0.084%
11/4/2020Raymond James Financial Services Advisors Inc.216,159$5.27M0.0%+5.1%0.217%
11/4/2020Raymond James & Associates143,235$3.49M0.0%-5.6%0.144%
11/3/2020Perigon Wealth Management LLC20,500$0.50M0.1%+32.3%0.021%
11/2/2020Bowen Hanes & Co. Inc.580,000$14.15M0.5%+11.5%0.583%
11/2/2020Private Advisor Group LLC28,032$0.68M0.0%+12.3%0.028%
10/21/2020International Assets Investment Management LLC14,650$0.36M0.1%-43.8%0.015%
10/19/2020Dividend Assets Capital LLC20,657$0.50M0.1%-80.8%0.021%
10/14/2020Avantax Advisory Services Inc.9,926$0.24M0.0%N/A0.010%
10/13/2020Spirit of America Management Corp NY117,674$2.87M0.8%+3.3%0.118%
8/24/2020FMR LLC78,700$1.80M0.0%+37.1%0.079%
8/17/2020Recurrent Investment Advisors LLC169,569$3.87M3.6%+23.8%0.171%
8/14/2020Bank of America Corp DE61,746$1.41M0.0%-34.4%0.062%
8/14/2020Kore Private Wealth LLC10,521$0.24M0.0%-5.8%0.011%
8/14/2020Northern Right Capital Management L.P.42,492$0.97M0.6%N/A0.043%
8/14/2020Advisor Group Holdings Inc.63,082$1.44M0.0%-9.1%0.063%
8/13/2020First Republic Investment Management Inc.15,973$0.37M0.0%+18.9%0.016%
8/13/2020FMR LLC78,700$1.80M0.0%+37.1%0.079%
8/13/2020Federated Hermes Inc.115,120$2.63M0.0%-8.5%0.116%
8/13/2020Skandinaviska Enskilda Banken AB publ18,600$0.43M0.0%-77.0%0.019%
8/13/2020Bridgecreek Investment Management LLC318,650$7.28M1.4%-0.7%0.320%
8/12/2020Bank of Montreal Can212,596$4.99M0.0%-28.2%0.214%
8/12/2020CWM Advisors LLC11,966$0.27M0.1%N/A0.012%
8/12/2020Goldman Sachs Group Inc.3,787,628$86.47M0.0%+89.6%3.809%
8/12/2020California Public Employees Retirement System122,602$2.80M0.0%+0.8%0.123%
8/10/2020HighTower Advisors LLC8,819$0.20M0.0%N/A0.009%
8/7/2020Virtu Financial LLC26,901$0.61M0.1%N/A0.027%
8/7/2020Rafferty Asset Management LLC61,648$1.41M0.0%-18.5%0.062%
8/7/2020American Financial Group Inc.30,000$0.69M0.1%+15.4%0.030%
8/6/2020Independent Advisor Alliance12,779$0.29M0.0%+9.0%0.013%
8/6/2020Duff & Phelps Investment Management Co.357,835$8.17M0.1%-21.4%0.360%
8/5/2020Russell Investments Group Ltd.36,392$0.83M0.0%N/A0.037%
8/5/2020Quad Cities Investment Group LLC13,821$0.32M0.3%+14.9%0.014%
8/3/2020Strategic Wealth Advisors Group LLC10,108$0.24M0.0%N/A0.010%
(Data available from 1/1/2016 forward)

This page was last updated on 5/7/2021 by MarketBeat.com Staff
MarketBeat - Stock Market News and Research Tools logo

MarketBeat empowers individual investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, financials, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock. Learn more.

MarketBeat is accredited by the Better Business Bureau

© American Consumer News, LLC dba MarketBeat® 2010-2021. All rights reserved.
326 E 8th St #105, Sioux Falls, SD 57103 | U.S. Based Support Team at [email protected] | (844) 978-6257
MarketBeat does not provide personalized financial advice and does not issue recommendations or offers to buy stock or sell any security. Learn more.

Our Accessibility Statement | Terms of Service | Do Not Sell My Information

© 2021 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer. Fundamental company data provided by Zacks Investment Research. As a bonus to opt-ing into our email newsletters, you will also get a free subscription to the Liberty Through Wealth e-newsletter. You can opt out at any time.