Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Sunoco LP - Limited Partnership inkluderar 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., och Elevation Series Trust - RiverNorth Patriot ETF .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
