NYSE:SUN

Sunoco Institutional Ownership

$36.07

+0.14 (+0.39 %)

(As of 05/7/2021 12:35 PM ET)

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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 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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/6/2021	Sigma Planning Corp	32,547	$1.04M	0.0%	+34.5%	0.033%
5/6/2021	Avantax Planning Partners Inc.	9,200	$0.29M	0.0%	N/A	0.009%
5/4/2021	Commonwealth Equity Services LLC	9,173	$0.29M	0.0%	+13.0%	0.009%
5/3/2021	Proffitt & Goodson Inc.	1,699	$54K	0.0%	-51.7%	0.002%
4/30/2021	CWM Advisors LLC	9,536	$0.30M	0.0%	-8.4%	0.010%
4/30/2021	Sumitomo Mitsui Trust Holdings Inc.	70,000	$2.23M	0.0%	-13.6%	0.070%
4/28/2021	Dividend Assets Capital LLC	18,209	$0.58M	0.1%	-3.5%	0.018%
4/27/2021	Janney Montgomery Scott LLC	11,789	$0.38M	0.0%	+20.6%	0.012%
4/22/2021	Private Advisor Group LLC	33,136	$1.06M	0.0%	+15.5%	0.033%
4/19/2021	Barnett & Company Inc.	72,850	$2.32M	1.2%	N/A	0.073%

4/19/2021	International Assets Investment Management LLC	83,516	$2.53M	0.2%	+104.8%	0.084%
4/15/2021	Spirit of America Management Corp NY	109,674	$3.49M	0.8%	-5.2%	0.110%
4/15/2021	Mcdonald Partners LLC	34,000	$1.08M	0.2%	+126.7%	0.034%
4/12/2021	Adams Asset Advisors LLC	300,223	$9.56M	2.1%	+1.1%	0.301%
4/12/2021	Huntington National Bank	1,030	$33K	0.0%	+212.1%	0.001%
3/2/2021	Capital Asset Advisory Services LLC	2,211	$64K	0.0%	N/A	0.002%
2/23/2021	UBP Investment Advisors SA	10,020	$0.29M	0.1%	N/A	0.010%
2/16/2021	Walleye Capital LLC	6,999	$0.20M	0.0%	N/A	0.007%
2/16/2021	Mcdonald Partners LLC	15,000	$0.43M	0.1%	N/A	0.015%
2/16/2021	Morgan Stanley	2,023,695	$58.24M	0.0%	+3.4%	2.034%
2/16/2021	Advisors Capital Management LLC	136,529	$3.93M	0.2%	+63.3%	0.137%
2/16/2021	Guggenheim Capital LLC	16,540	$0.48M	0.0%	-14.2%	0.017%
2/16/2021	ELCO Management Co. LLC	72,190	$2.08M	1.8%	-16.1%	0.073%
2/12/2021	CWM Advisors LLC	10,416	$0.30M	0.1%	N/A	0.010%
2/12/2021	Federated Hermes Inc.	119,220	$3.43M	0.0%	+1.2%	0.120%
2/12/2021	LPL Financial LLC	45,568	$1.31M	0.0%	+63.4%	0.046%
2/12/2021	Raymond James Financial Services Advisors Inc.	205,992	$5.93M	0.0%	-4.7%	0.207%
2/12/2021	Credit Suisse AG	11,023	$0.32M	0.0%	-11.8%	0.011%
2/11/2021	Bridgecreek Investment Management LLC	311,450	$8.96M	1.4%	+0.1%	0.313%
2/11/2021	Barclays PLC	13,499	$0.39M	0.0%	-9.7%	0.014%
2/11/2021	Citigroup Inc.	26,565	$0.76M	0.0%	-13.7%	0.027%
2/11/2021	Skandinaviska Enskilda Banken AB publ	62,100	$1.79M	0.0%	+143.5%	0.062%
2/11/2021	ING Groep NV	836,000	$24.06M	0.5%	-4.8%	0.840%
2/10/2021	HighTower Advisors LLC	14,840	$0.42M	0.0%	+7.9%	0.015%
2/9/2021	Wells Fargo & Company MN	81,706	$2.35M	0.0%	-10.6%	0.082%
2/9/2021	Sigma Planning Corp	24,205	$0.70M	0.0%	+16.7%	0.024%
2/8/2021	Vident Investment Advisory LLC	41,676	$1.20M	0.0%	+2.5%	0.042%
2/8/2021	Bowen Hanes & Co. Inc.	590,000	$16.98M	0.6%	+1.7%	0.593%
2/8/2021	Lido Advisors LLC	7,690	$0.22M	0.0%	N/A	0.008%
2/8/2021	XML Financial LLC	29,860	$0.86M	0.2%	+41.2%	0.030%
2/5/2021	Gabelli Funds LLC	118,000	$3.40M	0.0%	-20.3%	0.119%
2/5/2021	Sumitomo Mitsui Trust Holdings Inc.	81,000	$2.33M	0.0%	-12.0%	0.081%
2/4/2021	National Asset Management Inc.	18,797	$0.54M	0.0%	+6.6%	0.019%
2/2/2021	California Public Employees Retirement System	118,995	$3.43M	0.0%	-4.6%	0.120%
2/2/2021	First Trust Advisors LP	111,408	$3.21M	0.0%	N/A	0.112%
1/30/2021	Duff & Phelps Investment Management Co.	354,835	$10.21M	0.1%	-0.8%	0.357%
1/29/2021	Creative Planning	16,970	$0.49M	0.0%	+8.2%	0.017%
1/28/2021	Perigon Wealth Management LLC	14,500	$0.42M	0.0%	-29.3%	0.015%
1/25/2021	Proffitt & Goodson Inc.	3,514	$0.10M	0.0%	N/A	0.004%
1/22/2021	International Assets Investment Management LLC	40,789	$1.17M	0.2%	+178.4%	0.041%
1/19/2021	Spirit of America Management Corp NY	115,674	$3.33M	0.8%	-1.7%	0.116%
1/15/2021	Patriot Financial Group Insurance Agency LLC	5,854	$0.17M	0.0%	+137.6%	0.006%
1/15/2021	Hudson Valley Investment Advisors Inc. ADV	12,000	$0.35M	0.1%	N/A	0.012%
11/13/2020	Morgan Stanley	1,957,130	$47.74M	0.0%	-5.8%	1.968%
11/13/2020	Tortoise Capital Advisors L.L.C.	1,390	$34K	0.0%	N/A	0.001%
11/13/2020	Guggenheim Capital LLC	19,271	$0.47M	0.0%	-29.7%	0.019%
11/13/2020	Bridgecreek Investment Management LLC	311,100	$7.59M	1.3%	-2.4%	0.313%
11/12/2020	JPMorgan Chase & Co.	28,404	$0.71M	0.0%	+153.6%	0.029%
11/12/2020	Arrowstreet Capital Limited Partnership	279,110	$6.81M	0.0%	-32.0%	0.281%
11/12/2020	Federated Hermes Inc.	117,805	$2.87M	0.0%	+2.3%	0.118%
11/12/2020	Skandinaviska Enskilda Banken AB publ	25,500	$0.62M	0.0%	+37.1%	0.026%
11/9/2020	National Asset Management Inc.	17,635	$0.43M	0.0%	+7.4%	0.018%
11/9/2020	LPL Financial LLC	27,891	$0.68M	0.0%	+6.7%	0.028%
11/6/2020	HighPoint Advisor Group LLC	9,000	$0.23M	0.0%	-10.0%	0.009%
11/5/2020	California Public Employees Retirement System	124,749	$3.04M	0.0%	+1.8%	0.125%
11/5/2020	Wells Fargo & Company MN	91,393	$2.23M	0.0%	-9.2%	0.092%
11/5/2020	Advisors Capital Management LLC	83,626	$2.04M	0.1%	+28.6%	0.084%
11/4/2020	Raymond James Financial Services Advisors Inc.	216,159	$5.27M	0.0%	+5.1%	0.217%
11/4/2020	Raymond James & Associates	143,235	$3.49M	0.0%	-5.6%	0.144%
11/3/2020	Perigon Wealth Management LLC	20,500	$0.50M	0.1%	+32.3%	0.021%
11/2/2020	Bowen Hanes & Co. Inc.	580,000	$14.15M	0.5%	+11.5%	0.583%
11/2/2020	Private Advisor Group LLC	28,032	$0.68M	0.0%	+12.3%	0.028%
10/21/2020	International Assets Investment Management LLC	14,650	$0.36M	0.1%	-43.8%	0.015%
10/19/2020	Dividend Assets Capital LLC	20,657	$0.50M	0.1%	-80.8%	0.021%
10/14/2020	Avantax Advisory Services Inc.	9,926	$0.24M	0.0%	N/A	0.010%
10/13/2020	Spirit of America Management Corp NY	117,674	$2.87M	0.8%	+3.3%	0.118%
8/24/2020	FMR LLC	78,700	$1.80M	0.0%	+37.1%	0.079%
8/17/2020	Recurrent Investment Advisors LLC	169,569	$3.87M	3.6%	+23.8%	0.171%
8/14/2020	Bank of America Corp DE	61,746	$1.41M	0.0%	-34.4%	0.062%
8/14/2020	Kore Private Wealth LLC	10,521	$0.24M	0.0%	-5.8%	0.011%
8/14/2020	Northern Right Capital Management L.P.	42,492	$0.97M	0.6%	N/A	0.043%
8/14/2020	Advisor Group Holdings Inc.	63,082	$1.44M	0.0%	-9.1%	0.063%
8/13/2020	First Republic Investment Management Inc.	15,973	$0.37M	0.0%	+18.9%	0.016%
8/13/2020	FMR LLC	78,700	$1.80M	0.0%	+37.1%	0.079%
8/13/2020	Federated Hermes Inc.	115,120	$2.63M	0.0%	-8.5%	0.116%
8/13/2020	Skandinaviska Enskilda Banken AB publ	18,600	$0.43M	0.0%	-77.0%	0.019%
8/13/2020	Bridgecreek Investment Management LLC	318,650	$7.28M	1.4%	-0.7%	0.320%
8/12/2020	Bank of Montreal Can	212,596	$4.99M	0.0%	-28.2%	0.214%
8/12/2020	CWM Advisors LLC	11,966	$0.27M	0.1%	N/A	0.012%
8/12/2020	Goldman Sachs Group Inc.	3,787,628	$86.47M	0.0%	+89.6%	3.809%
8/12/2020	California Public Employees Retirement System	122,602	$2.80M	0.0%	+0.8%	0.123%
8/10/2020	HighTower Advisors LLC	8,819	$0.20M	0.0%	N/A	0.009%
8/7/2020	Virtu Financial LLC	26,901	$0.61M	0.1%	N/A	0.027%
8/7/2020	Rafferty Asset Management LLC	61,648	$1.41M	0.0%	-18.5%	0.062%
8/7/2020	American Financial Group Inc.	30,000	$0.69M	0.1%	+15.4%	0.030%
8/6/2020	Independent Advisor Alliance	12,779	$0.29M	0.0%	+9.0%	0.013%
8/6/2020	Duff & Phelps Investment Management Co.	357,835	$8.17M	0.1%	-21.4%	0.360%
8/5/2020	Russell Investments Group Ltd.	36,392	$0.83M	0.0%	N/A	0.037%
8/5/2020	Quad Cities Investment Group LLC	13,821	$0.32M	0.3%	+14.9%	0.014%
8/3/2020	Strategic Wealth Advisors Group LLC	10,108	$0.24M	0.0%	N/A	0.010%

(Data available from 1/1/2016 forward)

This page was last updated on 5/7/2021 by MarketBeat.com Staff

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Sunoco Institutional Ownership

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

Institutional Buying and Selling by Quarter

Sunoco (NYSE SUN) Institutional Buying and Selling

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