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SUN - Sunoco Inc Stock Price, Fair Value and News
55.67
USD
+0.37
(+0.67%)
Delayed
as of 03 May 2024, 12:59 pm ET
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SUN
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Funds-Owners-Holders
Which funds bought or sold SUN recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
ADDED
Premium
Premium
Premium
Premium
71,320
2024-05-01
Janney Montgomery Scott LLC
REDUCED
Premium
Premium
Premium
Premium
13,182
2024-05-01
Mirae Asset Global Investments Co., Ltd.
NEW
Premium
Premium
Premium
Premium
12,154
2024-05-01
Key Financial Inc
UNCHANGED
Premium
Premium
Premium
Premium
885
2024-05-01
Sachetta, LLC
UNCHANGED
Premium
Premium
Premium
Premium
135
2024-05-01
MONEY CONCEPTS CAPITAL CORP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Private Advisor Group, LLC
ADDED
Premium
Premium
Premium
Premium
36,977
2024-04-30
Avior Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
500
2024-04-30
Patriot Financial Group Insurance Agency, LLC
ADDED
Premium
Premium
Premium
Premium
5,931
2024-04-30
Legacy Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,000
2024-04-30
GPS Wealth Strategies Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,094
2024-04-30
Arkadios Wealth Advisors
UNCHANGED
Premium
Premium
Premium
Premium
4,160
2024-04-30
Naples Money Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
280
2024-04-29
KANAWHA CAPITAL MANAGEMENT LLC
UNCHANGED
Premium
Premium
Premium
Premium
3,800
2024-04-29
BENJAMIN F. EDWARDS & COMPANY, INC.
REDUCED
Premium
Premium
Premium
Premium
7,251
2024-04-29
Crescent Grove Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
28,324
2024-04-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Premium
Premium
Premium
Premium
2,000
2024-04-26
Finer Wealth Management, Inc.
ADDED
Premium
Premium
Premium
Premium
25,601
2024-04-25
SIMPLEX TRADING, LLC
NEW
Premium
Premium
Premium
Premium
2,025
2024-04-25
Allworth Financial LP
UNCHANGED
Premium
Premium
Premium
Premium
700
2024-04-25
L.M. KOHN & COMPANY
UNCHANGED
Premium
Premium
Premium
Premium
6,300
2024-04-24
RAYMOND JAMES TRUST N.A.
UNCHANGED
Premium
Premium
Premium
Premium
3,784
2024-04-24
Willis Investment Counsel
UNCHANGED
Premium
Premium
Premium
Premium
4,883
Rows per page:
10
25
50
All
1–25 of 242
Which funds are the top buyers of SUN?
Fund Name
# Shares
$ Value
% Port.
ALPS ADVISORS INC
9,498,710
569,257,000
4.48%
GOLDMAN SACHS GROUP INC
5,809,470
348,162,000
0.03%
Blackstone Inc.
2,387,610
143,089,000
0.64%
Invesco Ltd.
1,227,260
73,549,700
0.02%
MORGAN STANLEY
754,928
45,242,900
-
JANE STREET GROUP, LLC
648,841
38,885,000
0.01%
BOWEN HANES & CO INC
600,000
35,958,000
1.08%
UBS Group AG
540,949
32,419,100
0.01%
Clearbridge Investments, LLC
492,331
29,505,400
0.03%
MILLER HOWARD INVESTMENTS INC /NY
437,171
26,357,000
0.86%
Rows per page:
10
1–10 of 87
Which funds have put a big percent of portfolio in SUN?
Fund Name
$ Value
% Port.
ALPS ADVISORS INC
569,257,000
4.48%
Fractal Investments LLC
14,503,100
2.98%
Bridgecreek Investment Management, LLC
14,188,400
2.75%
Adams Asset Advisors, LLC
18,897,000
2.44%
Barnett & Company, Inc.
3,233,220
2.42%
PARK CIRCLE Co
2,178,460
1.96%
Recurrent Investment Advisors LLC
11,053,200
1.62%
CASCADE INVESTMENT GROUP, INC.
1,858,730
1.50%
BOWEN HANES & CO INC
35,958,000
1.08%
Finer Wealth Management, Inc.
1,543,490
1.01%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold SUN
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
ALPS ADVISORS INC
569,257,000
JENNISON ASSOCIATES LLC
15,395,900
TCG Advisory Services, LLC
14,380,100
Susquehanna Portfolio Strategies, LLC
4,665,130
CoreCap Advisors, LLC
2,035,640
Bramshill Investments, LLC
1,250,980
INFRASTRUCTURE CAPITAL ADVISORS, LLC
1,210,050
KESTRA PRIVATE WEALTH SERVICES, LLC
1,035,290
Additions
Fund Name
% Increased
Fractal Investments LLC
1,110
GOLDMAN SACHS GROUP INC
120
Texas Yale Capital Corp.
119
NEXT Financial Group, Inc
103
Johnson Financial Group, Inc.
100
Stone House Investment Management, LLC
90.00
SILVERCREST ASSET MANAGEMENT GROUP LLC
88.24
UBS Group AG
68.28
Reductions
Fund Name
% Reduced
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-87.88
Tower Research Capital LLC (TRC)
-85.7
JPMORGAN CHASE & CO
-83.92
Invesco Ltd.
-75.96
SG Americas Securities, LLC
-74.87
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
-72.03
Atria Wealth Solutions, Inc.
-57.71
CITADEL ADVISORS LLC
-54.42
Sold off
Fund Name
$ Sold
MONEY CONCEPTS CAPITAL CORP
-299,650
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
NATIXIS
-19,633,800
ING GROEP NV
-8,434,080
Allianz Asset Management GmbH
-6,580,840
OLD MISSION CAPITAL LLC
-3,763,130
NOMURA HOLDINGS INC
-1,380,390
TCW GROUP INC
-1,293,310