NuStar Energy L.P. - 67058H102
Detailed investor-level table based on 13F positions.
Early Q2 2024 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 20,244,437 | 471,088 | 3.33% | 2.92% | 1 | +393,142 | 1.98% | Q1 2024 | May 14, 2024 |
| Invesco Ltd. | History | Reduced | 18,502,914 | 430,562 | 0.09% | 0.09% | 2 | -2,077,520 | -10.09% | Q1 2024 | May 14, 2024 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,248,607 | 191,945 | 0.03% | 0.01% | 3 | +4,713,153 | 133.31% | Q1 2024 | May 15, 2024 |
| Blackstone Inc. | History | Added to | 6,031,480 | 140,352 | 0.57% | 0.29% | 4 | +2,629,854 | 77.31% | Q1 2024 | May 15, 2024 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 3,948,859 | 91,889 | 1.28% | 1.12% | 5 | +60,441 | 1.55% | Q1 2024 | May 10, 2024 |
| JPMORGAN CHASE & CO | History | Added to | 3,895,015 | 90,636 | 0.01% | 0.01% | 6 | +404,891 | 11.6% | Q1 2024 | Dec 26, 2024 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,942,709 | 61,230 | 0.13% | 0.23% | 7 | -2,169,920 | -35.5% | Q1 2024 | May 01, 2024 |
| Clearbridge Investments, LLC | History | Added to | 2,186,680 | 50,884 | 0.04% | 0.03% | 8 | +37,000 | 1.72% | Q1 2024 | May 13, 2024 |
| MORGAN STANLEY | History | Reduced | 1,287,382 | 29,957 | 0.0% | 0.0% | 9 | -213,785 | -14.24% | Q1 2024 | Oct 17, 2024 |
| BROOKFIELD Corp /ON/ | History | Added to | 1,087,425 | 25,304 | 260.28% | 93.35% | 10 | +180,125 | 19.85% | Q1 2024 | Nov 22, 2024 |
| UBS Group AG | History | Added to | 1,039,329 | 24,185 | 0.01% | 0.0% | 11 | +405,125 | 63.88% | Q1 2024 | May 13, 2024 |
| ING GROEP NV | History | Added to | 999,500 | 23,258 | 0.16% | 0.03% | 12 | +823,000 | 466.29% | Q1 2024 | May 10, 2024 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Added to | 926,551 | 21,560 | 0.61% | 0.01% | 13 | +913,251 | 6866.55% | Q1 2024 | May 06, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 830,837 | 19,333 | 0.06% | 0.0% | 14 | +302,756 | 57.33% | Q1 2024 | Mar 18, 2025 |
| Neuberger Berman Group LLC | History | Reduced | 823,434 | 19,161 | 0.02% | 0.01% | 15 | -55,267 | -6.29% | Q1 2024 | Nov 14, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 599,617 | 13,953 | 0.0% | 0.0% | 16 | +83,067 | 16.08% | Q1 2024 | May 10, 2024 |
| NOMURA HOLDINGS INC | History | Added to | 489,900 | 11,399 | 0.03% | 69.19% | 17 | +150,000 | 44.13% | Q1 2024 | May 15, 2024 |
| JENNISON ASSOCIATES LLC | History | No change | 454,842 | 10,584 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2024 | May 02, 2024 |
| NATIXIS | History | No change | 204,600 | 4,761 | 0.02% | 0.03% | 19 | 0 | 0.0% | Q1 2024 | May 13, 2024 |
| FIRST TRUST ADVISORS LP | History | Reduced | 172,259 | 4,008 | 0.0% | 0.0% | 20 | -22,414 | -11.51% | Q1 2024 | May 13, 2024 |
| ROYAL BANK OF CANADA | History | Added to | 124,003 | 2,885 | 0.0% | 0.0% | 21 | +802 | 0.65% | Q1 2024 | Nov 05, 2024 |
| LPL Financial LLC | History | Reduced | 120,497 | 2,803 | 0.0% | 0.0% | 22 | -17,125 | -12.44% | Q1 2024 | May 10, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 117,496 | 2,734 | 0.07% | 0.07% | 23 | -31,935 | -21.37% | Q1 2024 | Apr 15, 2024 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 108,605 | 2,527 | 0.01% | 0.01% | 24 | -3,616 | -3.22% | Q1 2024 | May 15, 2024 |
| Advisors Asset Management, Inc. | History | Reduced | 102,715 | 2,390 | 0.05% | 0.05% | 25 | -34,556 | -25.17% | Q1 2024 | May 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 100,345 | 2,335 | 0.0% | 0.0% | 26 | +17,719 | 21.44% | Q1 2024 | May 07, 2024 |
| CITADEL ADVISORS LLC | History | Reduced | 97,274 | 2,263 | 0.0% | 0.0% | 27 | -249,863 | -71.98% | Q1 2024 | May 15, 2024 |
| Maryland State Retirement & Pension System | History | Added to | 96,808 | 2,065 | 0.04% | 0.04% | 28 | +1,558 | 1.64% | Q1 2024 | Apr 19, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 75,888 | 1,765 | 0.02% | — | 29 | +75,888 | New | Q1 2024 | May 06, 2024 |
| CIBC Private Wealth Group, LLC | History | Reduced | 59,947 | 1,379 | 0.0% | 0.03% | 30 | -820,195 | -93.19% | Q1 2024 | May 10, 2024 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 57,740 | 1,344 | 0.01% | 0.02% | 31 | -43,887 | -43.18% | Q1 2024 | Jun 06, 2024 |
| Mariner, LLC | History | Added to | 49,700 | 1,156 | 0.0% | 0.0% | 32 | +3,398 | 7.34% | Q1 2024 | May 15, 2024 |
| FMR LLC | History | New | 49,044 | 1,141 | 0.0% | — | 33 | +49,044 | New | Q1 2024 | May 13, 2024 |
| SL ADVISORS, LLC | History | No change | 47,199 | 1,098 | 2.16% | 1.9% | 34 | 0 | 0.0% | Q1 2024 | Apr 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 40,650 | 945 | 0.04% | 0.03% | 35 | 0 | 0.0% | Q1 2024 | May 16, 2024 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,762 | 902 | 0.0% | 0.0% | 36 | -2,928 | -7.02% | Q1 2024 | May 14, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 32,792 | 763 | 0.0% | 0.0% | 37 | -38,488 | -54.0% | Q1 2024 | May 16, 2024 |
| BARCLAYS PLC | History | Reduced | 32,100 | 746 | 0.0% | 0.0% | 38 | -494,738 | -93.91% | Q1 2024 | Mar 24, 2026 |
| M&T BANK CORP | History | No change | 31,281 | 727 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2024 | May 07, 2024 |
| Cetera Investment Advisers | History | New | 29,149 | 678 | 0.0% | — | 40 | +29,149 | New | Q1 2024 | May 24, 2024 |
| CITIGROUP INC | History | Reduced | 26,724 | 621 | 0.0% | 0.0% | 41 | -48,070 | -64.27% | Q1 2024 | May 10, 2024 |
| Rockefeller Capital Management L.P. | History | Added to | 23,763 | 552 | 0.0% | 0.0% | 42 | +4 | 0.02% | Q1 2024 | May 14, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,640 | 526 | 0.0% | 0.0% | 43 | -390 | -1.69% | Q1 2024 | May 13, 2024 |
| BOKF, NA | History | Reduced | 22,485 | 517 | 0.01% | 0.01% | 44 | -1,000 | -4.26% | Q1 2024 | May 15, 2024 |
| ProShare Advisors LLC | History | Added to | 22,127 | 514 | 0.0% | 0.0% | 45 | +11,573 | 109.66% | Q1 2024 | May 08, 2024 |
| Creative Planning | History | New | 21,448 | 499 | 0.0% | — | 46 | +21,448 | New | Q1 2024 | May 13, 2024 |
| HighTower Advisors, LLC | History | New | 20,427 | 477 | 0.0% | — | 47 | +20,427 | New | Q1 2024 | May 06, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 20,000 | 465 | 0.0% | — | 48 | +20,000 | New | Q1 2024 | May 14, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 19,418 | 451 | 0.0% | 0.0% | 49 | -4,219 | -17.85% | Q1 2024 | May 13, 2024 |
| BROWN ADVISORY INC | History | Reduced | 16,581 | 385 | 0.0% | 0.0% | 50 | -275 | -1.63% | Q1 2024 | Apr 24, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,706 | 365 | 0.0% | 0.0% | 51 | -20,521 | -56.65% | Q1 2024 | May 10, 2024 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,114 | 328 | 0.0% | 0.0% | 52 | -93,373 | -86.87% | Q1 2024 | May 01, 2024 |
| Curi RMB Capital, LLC | History | No change | 12,027 | 279 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2024 | May 15, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,916 | 277 | 0.0% | 0.0% | 54 | +1,391 | 13.22% | Q1 2024 | Apr 29, 2024 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 11,734 | 273 | 0.0% | 0.0% | 55 | -385 | -3.18% | Q1 2024 | May 14, 2024 |
| Kingsview Wealth Management, LLC | History | New | 10,160 | 236 | 0.01% | — | 56 | +10,160 | New | Q1 2024 | May 09, 2024 |
| IFP Advisors, Inc | History | Reduced | 9,363 | 217 | 0.01% | 0.01% | 57 | -2,347 | -20.04% | Q1 2024 | Jul 30, 2024 |
| SIMPLEX TRADING, LLC | History | New | 7,257 | 168 | 0.0% | — | 58 | +7,257 | New | Q1 2024 | Apr 25, 2024 |
| NewEdge Advisors, LLC | History | Added to | 5,764 | 134 | 0.0% | 0.0% | 59 | +10 | 0.17% | Q1 2024 | May 14, 2024 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,392 | 78 | 0.0% | 0.0% | 60 | +1,390 | 69.43% | Q1 2024 | May 15, 2024 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,192 | 51 | 0.0% | 0.0% | 61 | +133 | 6.46% | Q1 2024 | May 15, 2024 |
| CENTRAL TRUST Co | History | No change | 1,400 | 32 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2024 | Apr 24, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 862 | 20 | 0.0% | — | 63 | +862 | New | Q1 2024 | May 10, 2024 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 649 | 15 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2024 | Apr 18, 2024 |
| Allworth Financial LP | History | No change | 400 | 9 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2024 | Apr 25, 2024 |
| US BANCORP \DE\ | History | No change | 298 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2024 | May 08, 2024 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 250 | 5 | 0.0% | 0.0% | 68 | -1,595 | -86.45% | Q1 2024 | May 15, 2024 |
| UMB Bank, n.a. | History | No change | 225 | 5 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2024 | Apr 26, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 192 | 4 | 0.0% | 0.0% | 70 | -2,000 | -91.24% | Q1 2024 | May 15, 2024 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 4 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2024 | Jul 22, 2024 |
| PRINCIPAL SECURITIES, INC. | History | No change | 170 | 3 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2024 | May 10, 2024 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -280,821 | -100.0% | Q4 2023 | Feb 14, 2024 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -237,946 | -100.0% | Q4 2023 | Feb 08, 2024 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -157,583 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -80,000 | -100.0% | Q4 2023 | Oct 21, 2024 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,151 | -100.0% | Q4 2023 | Feb 16, 2024 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35,069 | -100.0% | Q4 2023 | Jan 16, 2024 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -14,881 | -100.0% | Q4 2023 | Feb 13, 2024 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,396 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,122 | -100.0% | Q4 2023 | Feb 09, 2024 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,120 | -100.0% | Q4 2023 | Feb 14, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,052 | -100.0% | Q4 2023 | Feb 13, 2024 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,115 | -100.0% | Q4 2023 | Feb 06, 2024 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q4 2023 | Feb 09, 2024 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q4 2023 | Feb 07, 2024 |