Public ownership evidence

Sunoco LP Common Units (SUN) Ownership Disclosures

Read SUN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Sunoco LP Common Units: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
10,258
Value (USD)
$595,598
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SUN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SUN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,258$595,598None
Corient Private Wealth LP2026-06-302026-08-287,202$486,106None
Advisors Asset Management, Inc.2024-03-312026-08-276,140$370,181None
Advisors Asset Management, Inc.2025-03-312026-08-2749,523$2,875,305None
Advisors Asset Management, Inc.2025-09-302026-08-2751,957$2,598,370None
Advisors Asset Management, Inc.2025-06-302026-08-2550,528$2,707,796None
Advisors Asset Management, Inc.2024-09-302026-08-2244,705$2,399,764None
Advisors Asset Management, Inc.2024-06-302026-08-2248,248$2,727,942None
Advisors Asset Management, Inc.2024-12-312026-08-2247,916$2,464,799None
Advisors Asset Management, Inc.2025-12-312026-08-2254,322$2,847,016None
Kingsview Wealth Management, LLC2026-06-302026-08-208,004$540,286None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,015$406,019None
Beacon Pointe Advisors, LLC2026-06-302026-08-19136,702$9,227,385None
Caitlin John, LLC2026-06-302026-08-181,943$131,119None
Corient Private Wealth LP2026-06-302026-08-187,267$491,790None
Legacy Wealth Advisors, LLC2026-06-302026-08-153,284$221,670None
TORONTO DOMINION BANK2026-06-302026-08-1549,798$3,361,365None
Glen Eagle Advisors, LLC2026-06-302026-08-15143$9,653None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15114$7,708None
Advisors Asset Management, Inc.2026-06-302026-08-1558,376$3,940,380None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1591,587$6,182,123None
Mutual Advisors, LLC2026-06-302026-08-154,420$298,350None
Sovereign Investment Advisors, LLC2026-06-302026-08-1543,522$2,937,735None
Ameritas Advisory Services, LLC2026-06-302026-08-157,230$487,992None
NFSG Corp2026-06-302026-08-154,308$290,820None
IFG Advisory, LLC2026-06-302026-08-1513,846$934,622None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,441$704,747None
OSAIC HOLDINGS, INC.2026-06-302026-08-15270$18,225None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,964$335,073None
OSAIC HOLDINGS, INC.2026-06-302026-08-1546,918$3,167,183None
JANE STREET GROUP, LLC2026-06-302026-08-1572,500$4,893,750Put
JANE STREET GROUP, LLC2026-06-302026-08-15136,600$9,220,500Call
Regal Investment Advisors LLC2026-06-302026-08-154,611$311,274None
DRW Securities, LLC2026-06-302026-08-155,876$396,630None
HRT FINANCIAL LP2026-06-302026-08-15182,411$12,312,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15199,900$13,493,250Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15113,200$7,641,000Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,968$1,010,340None
ABOUND FINANCIAL, LLC2026-06-302026-08-15120$8,100None
Recurrent Investment Advisors LLC2026-06-302026-08-151,149,434$77,586,795None
Waverly Advisors, LLC2026-06-302026-08-15133,448$9,007,733None
BROWN ADVISORY INC2026-06-302026-08-159,199$620,918None
TORTOISE CAPITAL ADVISORS, L.L.C.2026-06-302026-08-1524,330$1,642,275None
TORTOISE CAPITAL ADVISORS, L.L.C.2026-06-302026-08-15754,643$50,938,403None
&PARTNERS2026-06-302026-08-157,616$514,100None
Allianz Asset Management GmbH2026-06-302026-08-15369,073$24,912,428None
Blackstone Inc.2026-06-302026-08-15854,595$57,685,163None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1510,722$713,013None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,182$79,756None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1523,991$1,619,362None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.