A detailed history of Lpl Financial LLC transactions in Sunoco LP stock. As of the latest transaction made, Lpl Financial LLC holds 193,038 shares of SUN stock, worth $10.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
193,038
Previous 226,995 14.96%
Holding current value
$10.5 Million
Previous $12.8 Million 19.26%
% of portfolio
0.0%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$50.23 - $58.53 $1.71 Million - $1.99 Million
-33,957 Reduced 14.96%
193,038 $10.4 Million
Q2 2024

Aug 07, 2024

BUY
$49.73 - $60.13 $3.41 Million - $4.12 Million
68,487 Added 43.21%
226,995 $12.8 Million
Q1 2024

May 10, 2024

BUY
$54.85 - $64.19 $717,108 - $839,220
13,074 Added 8.99%
158,508 $9.56 Million
Q4 2023

Feb 14, 2024

SELL
$47.03 - $62.45 $328,974 - $436,837
-6,995 Reduced 4.59%
145,434 $8.72 Million
Q3 2023

Nov 13, 2023

BUY
$43.31 - $51.22 $319,757 - $378,157
7,383 Added 5.09%
152,429 $7.46 Million
Q2 2023

Jul 31, 2023

BUY
$42.7 - $46.03 $63,793 - $68,768
1,494 Added 1.04%
145,046 $6.32 Million
Q1 2023

May 10, 2023

BUY
$41.44 - $48.09 $632,167 - $733,612
15,255 Added 11.89%
143,552 $6.3 Million
Q4 2022

Feb 07, 2023

BUY
$38.97 - $44.85 $52,804 - $60,771
1,355 Added 1.07%
128,297 $5.53 Million
Q3 2022

Nov 14, 2022

SELL
$36.12 - $42.28 $423,290 - $495,479
-11,719 Reduced 8.45%
126,942 $4.95 Million
Q2 2022

Aug 12, 2022

BUY
$35.61 - $44.35 $1.18 Million - $1.47 Million
33,066 Added 31.31%
138,661 $5.17 Million
Q1 2022

May 16, 2022

BUY
$40.02 - $46.7 $1.57 Million - $1.83 Million
39,273 Added 59.22%
105,595 $4.31 Million
Q4 2021

Feb 14, 2022

BUY
$37.34 - $42.07 $682,948 - $769,460
18,290 Added 38.08%
66,322 $2.71 Million
Q3 2021

Nov 15, 2021

BUY
$35.09 - $38.8 $141,798 - $156,790
4,041 Added 9.19%
48,032 $1.79 Million
Q2 2021

Aug 13, 2021

BUY
$32.44 - $38.32 $324,529 - $383,353
10,004 Added 29.43%
43,991 $1.66 Million
Q1 2021

May 14, 2021

SELL
$28.61 - $33.0 $331,332 - $382,173
-11,581 Reduced 25.41%
33,987 $1.08 Million
Q4 2020

Feb 12, 2021

BUY
$24.44 - $30.62 $432,025 - $541,269
17,677 Added 63.38%
45,568 $1.31 Million
Q3 2020

Nov 09, 2020

BUY
$23.14 - $27.45 $40,448 - $47,982
1,748 Added 6.69%
27,891 $680,000
Q2 2020

Aug 13, 2020

BUY
$14.35 - $27.0 $59,767 - $112,455
4,165 Added 18.95%
26,143 $597,000
Q1 2020

May 14, 2020

SELL
$11.93 - $32.58 $87,852 - $239,919
-7,364 Reduced 25.1%
21,978 $344,000
Q4 2019

Feb 14, 2020

SELL
$30.01 - $33.87 $334,611 - $377,650
-11,150 Reduced 27.54%
29,342 $898,000
Q3 2019

Nov 13, 2019

BUY
$29.94 - $33.97 $305,837 - $347,003
10,215 Added 33.74%
40,492 $1.27 Million
Q2 2019

Aug 09, 2019

BUY
$29.63 - $31.66 $246,877 - $263,791
8,332 Added 37.97%
30,277 $947,000
Q1 2019

May 08, 2019

BUY
$27.12 - $31.16 $77,047 - $88,525
2,841 Added 14.87%
21,945 $684,000
Q4 2018

Feb 07, 2019

SELL
$24.12 - $30.44 $135,964 - $171,590
-5,637 Reduced 22.78%
19,104 $519,000
Q3 2018

Nov 14, 2018

BUY
$24.52 - $29.55 $68,239 - $82,237
2,783 Added 12.67%
24,741 $731,000
Q2 2018

Aug 14, 2018

BUY
$24.68 - $28.37 $8,440 - $9,702
342 Added 1.58%
21,958 $548,000
Q1 2018

May 15, 2018

BUY
$25.51 - $32.54 $98,876 - $126,125
3,876 Added 21.85%
21,616 $551,000
Q4 2017

Feb 14, 2018

BUY
$28.04 - $32.38 $230,600 - $266,293
8,224 Added 86.42%
17,740 $504,000
Q3 2017

Nov 14, 2017

BUY
$30.26 - $32.32 $18,730 - $20,006
619 Added 6.96%
9,516 $296,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,897
8,897 $272,000

Others Institutions Holding SUN

About Sunoco LP


  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.55B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.