Filing Research | SUNOCOCORP LLC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.1MSH	$71.5M
2	Cardinal Point Capital Management ULC	Shares	201.8KSH	$13.7M
3	NAPLES GLOBAL ADVISORS, LLC	Shares	12.1KSH	$815.4K
4	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	9.5KSH	$642.9K
5	QV Investors Inc.	Shares	1.1MSH	$71.2K
6	EverSource Wealth Advisors, LLC	Shares	119SH	$8.1K
7	SJS Investment Consulting Inc.	Shares	35SH	$2.4K
8	Farther Finance Advisors, LLC	Shares	14SH	$947
9	GAMMA Investing LLC	Shares	13SH	$880
10	IFP Advisors, Inc	Shares	13SH	$880
11	FNY Investment Advisers, LLC	Shares	1.0KSH	$67

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+1.1M	+$71.5M	$71.5M
2	Cardinal Point Capital Management ULC trimmed	Shares	-1.7K	+$1.1M	$13.7M
3	NAPLES GLOBAL ADVISORS, LLC added	Shares	+3.5K	+$286.8K	$815.4K
4	WALNUT PRIVATE EQUITY PARTNERS, LLC added	Shares	+1.0K	+$118.8K	$642.9K
5	EverSource Wealth Advisors, LLC added	Shares	+66	+$4.8K	$8.1K
6	SJS Investment Consulting Inc. new	Shares	+35	+$2.4K	$2.4K
7	IFP Advisors, Inc new	Shares	+13	+$880	$880
8	Farther Finance Advisors, LLC unchanged	Shares	0	+$101	$947
9	GAMMA Investing LLC unchanged	Shares	0	+$79	$880
10	FNY Investment Advisers, LLC trimmed	Shares	-4.9K	-$296	$67
11	QV Investors Inc. trimmed	Shares	-119.1K	-$1.0K	$71.2K
12	Y-Intercept (Hong Kong) Ltd exited	Shares	-101.7K	-$6.3M	$0

Filing Research | SUNOCOCORP LLC Institutional Holdings