Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Sunoco LP - Limited Partnership includono Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class, Grantham, Mayo, Van Otterloo & Co. LLC, Hennessy Advisors Inc, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND, Glenmede Investment Management, LP, Delta Financial Group, Inc., Cypress Capital Group, INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF, Midwest Trust Co, Clark Capital Management Group, Inc., RMB Capital Management, LLC, Vivaldi Asset Management, LLC, Talon Private Wealth, LLC, Rosenberg Matthew Hamilton, Chung Wu Investment Group, LLC, Cornerstone Planning Group LLC, Harbor Asset Planning, Inc., Clarity Asset Management, Inc., e Elevation Series Trust - RiverNorth Patriot ETF .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Lee Financial Co | 3.819 | 205 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 266 | 166,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.399 | 4,15 | 397 | -3,88 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5.847 | 12,33 | 313 | 15,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.088 | 226,18 | 380 | 200,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 36.641 | 0,11 | 1.964 | -7,62 | ||||
| 2025-04-14 | NP | TPYP - Tortoise North American Pipeline Fund | 128.241 | 2,72 | 7.542 | 6,98 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 32.942 | 2,68 | 1.765 | -5,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 233 | 1,75 | 12 | -7,69 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 23.009 | 23,21 | 1.233 | 13,75 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.674 | 0,73 | 251 | -7,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46.783 | 672,38 | 2.507 | 614,25 | ||||
| 2025-08-14 | 13F | Blackstone Group Inc | 1.796.281 | 2,38 | 96.263 | -5,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.902 | 7,21 | 1.924 | -1,08 | ||||
| 2025-07-24 | NP | FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21.989 | 3,43 | 1.186 | -5,12 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 670.269 | 4,00 | 35.920 | -4,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.213 | 185,39 | 333 | 161,42 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2.050 | 110 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 41.101 | 681,09 | 2.262 | 641,31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 671 | 1,36 | 36 | -7,89 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 7.258 | 0,47 | 389 | -7,40 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 34.565 | 10,28 | 1.852 | 1,81 | ||||
| 2025-07-10 | 13F | Chickasaw Capital Management Llc | 144.429 | 4,66 | 8 | -12,50 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 93.181 | 0,00 | 4.994 | -7,71 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 444.238 | 35.410,63 | 24 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 81.000 | 62,00 | 4.341 | 49,50 | |||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 26.248 | 1.407 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4.376 | 254 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5.587 | 0,05 | 299 | -7,72 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3.736 | 30,31 | 200 | 20,48 | ||||
| 2025-07-29 | NP | Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class | 609.557 | 32.880 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 973 | 1,67 | 52 | -5,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 300 | 16 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 10.595 | 32,44 | 568 | 22,20 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4.809 | 258 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.665 | 5,07 | 250 | -4,58 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5.233 | 1,95 | 280 | -6,04 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5.561 | 298 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9.094 | 1 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3.436 | 0,20 | 184 | -7,54 | ||||
| 2025-08-14 | 13F | Cooperman Leon G | 1.470.000 | 415,79 | 78.777 | 376,08 | ||||
| 2025-08-14 | 13F | Infrastructure Capital Advisors, Llc | 982.653 | 231,48 | 52.660 | 558,41 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12.174 | 10,95 | 652 | 2,35 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 7.214 | 0,14 | 387 | -7,66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.327 | 163,29 | 71 | 184,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33.750 | 6,02 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 19.200 | 10,64 | 1.029 | 2,09 | ||||
| 2025-06-25 | NP | EIPX - FT Energy Income Partners Strategy ETF | 105.143 | 3,43 | 6.114 | 6,78 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10.302 | 2,10 | 552 | -5,64 | ||||
| 2025-08-14 | 13F | Recurrent Investment Advisors LLC | 933.586 | 0,08 | 50.031 | -7,63 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1.835 | 98 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 49.524 | 37,14 | 2.654 | 26,62 | ||||
| 2025-06-25 | NP | EMLP - First Trust North American Energy Infrastructure Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.143.935 | 6,62 | 66.520 | 10,07 | ||||
| 2025-07-07 | 13F | Fractal Investments LLC | 616.542 | 11,54 | 33.040 | 2,95 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 305 | 16 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4.622 | 0,02 | 247 | -9,19 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 909 | 49 | ||||||
| 2025-08-14 | 13F | Tortoise Capital Advisors, L.l.c. | 1.404.738 | 15,75 | 75.280 | 6,84 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 176 | 162,69 | 9 | 200,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 392 | 3,70 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 24.189 | 13,78 | 1.296 | 5,02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-25 | 13F | Cypress Capital Group | 8.620 | 462 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | NP | Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND | 114.989 | 6.203 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.151.153 | 12,30 | 61.690 | 3,66 | ||||
| 2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund Class A Shares | 6.386 | 7,53 | 371 | 21,31 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 668 | 5,03 | 36 | -2,78 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12.152 | 9,83 | 706 | 23,90 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12.752 | 1 | ||||||
| 2025-08-13 | 13F | Nbw Capital Llc | 76.009 | 1,92 | 4.073 | -5,91 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9.996 | 7,87 | 536 | -0,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 190.659 | 3,10 | 10.217 | -4,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 365.953 | 5,47 | 19.611 | -2,65 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 82.100 | 1.809,30 | 4.400 | 1.666,67 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.187 | 3,86 | 278 | 0,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 43.400 | 2.326 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5.500 | 295 | ||||||
| 2025-08-14 | 13F | Css Llc/il | Put | 12.500 | 670 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 166.822 | 4,94 | 8.940 | -3,14 | ||||
| 2025-07-29 | NP | MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C | 5.854.810 | 1,74 | 315.808 | -6,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.584 | 0,58 | 514 | -7,23 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 1.800 | 96 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 11 | 1 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 9.220 | 0,11 | 494 | -7,49 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 15.506 | 0,03 | 831 | -7,67 | ||||
| 2025-08-13 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | Put | 395.100 | 21.173 | |||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 33.757 | 14,43 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 23.489.829 | 1,54 | 1.258.820 | -6,27 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 29.030 | 13,42 | 1.556 | 4,64 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 50.528 | 2,03 | 2.708 | -5,84 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 154.080 | 0,00 | 8.257 | -7,69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 77.701 | 4,19 | 4.164 | -3,83 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 400 | 21 | ||||||
| 2025-08-19 | 13F | State of Wyoming | 2.080 | 111 | ||||||
| 2025-05-30 | NP | ICBAX - ICON Natural Resources and Infrastructure Fund Investor Class | 56.000 | 55,56 | 3.251 | 75,63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9.840 | 0,57 | 527 | -7,22 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 252 | 6,33 | 15 | 16,67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | 11 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 75.133 | 69,77 | 4 | 100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.360 | 41,67 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 37.488 | 8,10 | 1.996 | -0,84 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 126.245 | 0,84 | 6.765 | 7,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14.976 | 13,14 | 803 | 4,43 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 24.700 | 66,89 | 1.341 | 53,08 | |||
| 2025-08-14 | 13F | SWAN Capital LLC | 74 | 4 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 5.988 | 325 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.901 | 22,34 | 370 | 12,84 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 22.800 | 121,36 | 1.238 | 103,28 | |||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 173 | 1,76 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.631 | 2,21 | 248 | -5,70 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8.151 | 2,05 | 437 | -5,83 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 43.419 | 68,26 | 2.327 | 55,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.991 | 25,70 | 325 | 15,25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4.243 | 3,19 | 227 | -4,62 | ||||
| 2025-06-30 | NP | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF | 8.340 | 485 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8.886 | 3,45 | 476 | -4,42 | ||||
| 2025-06-26 | NP | HFCGX - Hennessy Cornerstone Growth Fund Investor Class | 125.100 | 7.275 | ||||||
| 2025-08-14 | 13F | Energy Income Partners, LLC | 1.883.992 | 4,07 | 100.963 | -3,94 | ||||
| 2025-07-30 | NP | AMLP - ALERIAN MLP ETF | 23.527.894 | 3,79 | 1.269.095 | -4,81 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 22 | 1 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8.093 | 8,21 | 434 | -0,23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10.063 | 0,56 | 539 | -7,23 | ||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 113.263 | 470,05 | 6.070 | 426,37 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 571.547 | 0,40 | 30.629 | -7,33 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 4.510 | 0,22 | 242 | -7,66 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7.595 | 407 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 190 | 90,00 | 10 | 100,00 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 43.522 | 2.332 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 17.755 | 0,74 | 951 | -7,04 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 762 | 41 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2.443 | 19,23 | 131 | 10,17 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4.919 | 14,98 | 264 | 6,05 | ||||
| 2025-06-25 | NP | VLPAX - Virtus Duff & Phelps Select MLP and Energy Fund Class A | 22.263 | 86,08 | 1.295 | 92,27 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 26.185 | 0,36 | 1.403 | -7,33 | ||||
| 2025-07-21 | 13F | Hennessy Advisors Inc | 166.800 | 8.939 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.379 | 95,88 | 74 | 82,50 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 64.800 | 68,31 | 3.473 | 55,35 | |||
| 2025-06-30 | NP | RMLPX - Recurrent MLP & Infrastructure Fund Class I | 883.988 | 10,36 | 51.404 | 13,93 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 19.700 | 24,68 | 1.056 | 15,05 | |||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11.418 | 17,04 | 612 | 7,95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.086 | 18,27 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.235 | 465,95 | 281 | 418,52 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 247.417 | 448,45 | 13.259 | 406,26 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.254 | 13,57 | 496 | 4,65 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 211 | 2,93 | 11 | 10,00 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8.305 | 4,02 | 448 | -4,69 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 90.666 | 11,28 | 4.859 | 2,71 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 5.584 | 23,16 | 299 | 11,57 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 13.577 | 4,11 | 728 | -3,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 291.200 | 70,29 | 15.605 | 57,18 | |||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.684 | 305 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51.467 | 258,93 | 2.758 | 231,49 | ||||
| 2025-07-11 | 13F | Miller Howard Investments Inc /ny | 691.096 | 0,56 | 37.036 | -7,18 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 38.800 | 2.079 | ||||||
| 2025-08-14 | 13F | Vivaldi Asset Management, LLC | 3.926 | 210 | ||||||
| 2025-08-21 | NP | EINC - VanEck Vectors Energy Income ETF | 24.521 | 21,00 | 1.314 | 11,73 |
