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This page summarizes the SUN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SUN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing SUN Share Count
Quent Capital LLC 165 847 +682 +413.33%
Huntington National Bank 330 530 +200 +60.61%
BNP Paribas Arbitrage SA 45,328 71,320 +25,992 +57.34%
Cambridge Investment Research Advisors Inc. 18,732 24,666 +5,934 +31.68%
Finer Wealth Management Inc. 22,276 25,601 +3,325 +14.93%
PFG Investments LLC 5,767 6,561 +794 +13.77%
Raymond James & Associates 77,025 85,112 +8,087 +10.50%
F&V Capital Management LLC 7,500 8,250 +750 +10.00%
Brookstone Capital Management 10,013 10,684 +671 +6.70%
Apollon Wealth Management LLC 40,238 42,620 +2,382 +5.92%
Miller Howard Investments Inc. NY 419,414 437,171 +17,757 +4.23%
Kestra Private Wealth Services LLC 17,275 17,837 +562 +3.25%
Patriot Financial Group Insurance Agency LLC 5,777 5,931 +154 +2.67%
Sigma Planning Corp 28,474 28,904 +430 +1.51%
Geneos Wealth Management Inc. 212 215 +3 +1.42%
International Assets Investment Management LLC 9,583 9,711 +128 +1.34%
CWM LLC 103 104 +1 +0.97%
Stratos Wealth Partners LTD. 6,604 6,666 +62 +0.94%
Park Avenue Securities LLC 3,537 3,560 +23 +0.65%
Raymond James Financial Services Advisors Inc. 193,131 193,821 +690 +0.36%
Alpha Cubed Investments LLC 3,462 3,474 +12 +0.35%
PSI Advisors LLC 9,689 9,697 +8 +0.08%
Wealthcare Advisory Partners LLC 6,986 6,988 +2 +0.03%
Private Advisor Group LLC 36,973 36,977 +4 +0.01%
13F Filers Reporting New Positions In SUN
Proequities Inc. 0 0 UNCH 100%
Lincoln National Corp 0 24,163 +24,163 +100%
Commerce Bank 0 3,793 +3,793 +100%
Simplex Trading LLC 0 2,025 +2,025 +100%
Mirae Asset Global Investments Co. Ltd. 0 12,154 +12,154 +100%
Wealth Enhancement Advisory Services LLC 0 3,338 +3,338 +100%
Counterpoint Mutual Funds LLC 0 11,305 +11,305 +100%
Sound Income Strategies LLC 0 28 +28 +100%
CNB Bank 0 500 +500 +100%
Fifth Lane Capital LP 0 6,952 +6,952 +100%
Newbridge Financial Services Group Inc. 0 3,548 +3,548 +100%
Register Financial Advisors LLC 0 913 +913 +100%
Norden Group LLC 0 5,544 +5,544 +100%
Focus Financial Network Inc. 0 15,183 +15,183 +100%
13F Filers With Unchanged Share Count
L.M. Kohn & Company 6,300 6,300 UNCH 0.00%
Salem Investment Counselors Inc. 2,666 2,666 UNCH 0.00%
DAVENPORT & Co LLC 4,550 4,550 UNCH 0.00%
Hudson Valley Investment Advisors Inc. ADV 12,000 12,000 UNCH 0.00%
Financial Counselors Inc. 7,919 7,919 UNCH 0.00%
Baldwin Brothers Inc. MA 10,500 10,500 UNCH 0.00%
Spirit of America Management Corp NY 27,555 27,555 UNCH 0.00%
Raymond James Trust N.A. 3,784 3,784 UNCH 0.00%
Kanawha Capital Management LLC 3,800 3,800 UNCH 0.00%
Willis Investment Counsel 4,883 4,883 UNCH 0.00%
Mcdonald Partners LLC 15,000 15,000 UNCH 0.00%
Brown Advisory Inc. 4,343 4,343 UNCH 0.00%
Adams Asset Advisors LLC 313,435 313,435 UNCH 0.00%
Signaturefd LLC 75 75 UNCH 0.00%
Allworth Financial LP 700 700 UNCH 0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 500 500 UNCH 0.00%
Sunbelt Securities Inc. 881 881 UNCH 0.00%
True North Advisors LLC 3,616 3,616 UNCH 0.00%
Steele Capital Management Inc. 8,932 8,932 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 2,000 2,000 UNCH 0.00%
Legacy Advisors LLC 10,000 10,000 UNCH 0.00%
Retirement Income Solutions Inc 3,500 3,500 UNCH 0.00%
GPS Wealth Strategies Group LLC 1,094 1,094 UNCH 0.00%
Cedar Mountain Advisors LLC 53 53 UNCH 0.00%
Arkadios Wealth Advisors 4,160 4,160 UNCH 0.00%
Key Financial Inc 885 885 UNCH 0.00%
CVA Family Office LLC 79 79 UNCH 0.00%
Hexagon Capital Partners LLC 9 9 UNCH 0.00%
Wolff Wiese Magana LLC 67 67 UNCH 0.00%
DHJJ Financial Advisors Ltd. 500 500 UNCH 0.00%
Global Wealth Strategies & Associates 33 33 UNCH 0.00%
Armstrong Advisory Group Inc. 378 378 UNCH 0.00%
Compass Wealth Management LLC 800 800 UNCH 0.00%
Naples Money Management LLC 280 280 UNCH 0.00%
Sachetta LLC 135 135 UNCH 0.00%
13F Filers Decreasing SUN Share Count
Private Trust Co. NA 850 650 -200 -23.53%
Exchange Traded Concepts LLC 73,172 57,535 -15,637 -21.37%
Jennison Associates LLC 256,898 202,965 -53,933 -20.99%
Mutual Advisors LLC 5,241 4,372 -869 -16.58%
Centennial Wealth Advisory LLC 5,098 4,274 -824 -16.16%
Sumitomo Mitsui Trust Holdings Inc. 19,000 17,000 -2,000 -10.53%
Quad Cities Investment Group LLC 14,796 13,336 -1,460 -9.87%
Janney Montgomery Scott LLC 13,777 13,182 -595 -4.32%
Benjamin F. Edwards & Company Inc. 7,501 7,251 -250 -3.33%
Commonwealth Equity Services LLC 29,125 28,324 -801 -2.75%
Tyche Wealth Partners LLC 3,777 3,675 -102 -2.70%
Good Life Advisors LLC 8,173 7,961 -212 -2.59%
13F Filers Exiting SUN
LGT Financial Advisors LLC 102 0 -102 -100.00%
HFG Advisors Inc. 5,790 0 -5,790 -100.00%
Strategic Blueprint LLC 3,586 0 -3,586 -100.00%
Kovack Advisors Inc. 3,564 0 -3,564 -100.00%
Crescent Grove Advisors LLC 7,800 0 -7,800 -100.00%
Money Concepts Capital Corp 5,000 0 -5,000 -100.00%

See Summary: Institutional Holders of SUN
See Details: Top 10 Hedge Funds Holding SUN
Also See: SUN Insider Buying

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