Purchases and Sales Made in Q1 2023 in Suncor Energy Inc (SU)
This table provides information about the institutional ownership of Suncor Energy Inc (SU) during Q1 2023. The information is specifically focused on institutions that hold shares of SUNCOR ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
254+ 2.36% |
$7.31K - $8.97K
|
11K
$434K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
250+ 2.65% |
$7.19K - $8.83K
|
9.69K
$382K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
250New |
$7.19K - $8.83K
|
250
$9.85K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
237+ 5.88% |
$6.82K - $8.37K
|
4.27K
$168K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
215+ 3.08% |
$6.19K - $7.59K
|
7.2K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
207+ 13.84% |
$5.96K - $7.31K
|
1.7K
$67.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
205+ 117.82% |
$5.9K - $7.24K
|
379
$14.9K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201+ 2.54% |
$5.78K - $7.1K
|
8.13K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
192New |
$5.52K - $6.78K
|
192
$7.57K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
178New |
$5.12K - $6.28K
|
178
$7.01K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
173New |
$4.98K - $6.11K
|
173
$6.82K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
150+ 1.39% |
$4.32K - $5.3K
|
11K
$433K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$4.32K - $5.3K
|
150
$5.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
136+ 1.82% |
$3.91K - $4.8K
|
7.62K
$300K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
123New |
$3.54K - $4.34K
|
123
$4.85K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110New |
$3.16K - $3.88K
|
110
$4.34K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
101+ 10.1% |
$2.91K - $3.57K
|
1.1K
$43.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 0.9% |
$2.82K - $3.46K
|
11K
$434K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94New |
$2.7K - $3.32K
|
94
$3.7K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$2.7K - $3.32K
|
94
$3.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
91+ 1.05% |
$2.62K - $3.21K
|
8.78K
$346K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
88New |
$2.53K - $3.11K
|
88
$3.47K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
80+ 0.11% |
$2.3K - $2.82K
|
74.9K
$2.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
80New |
$2.3K - $2.82K
|
80
$3.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
72New |
$2.07K - $2.54K
|
72
$2.84K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
71New |
$2.04K - $2.51K
|
71
$2.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
62New |
$1.78K - $2.19K
|
62
$2.44K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
61New |
$1.75K - $2.15K
|
61
$2.4K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$1.73K - $2.12K
|
60
$2.36K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31+ 0.32% |
$892 - $1.09K
|
9.85K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
30New |
$863 - $1.06K
|
30
$1.18K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
25+ 0.25% |
$719 - $882
|
9.94K
$392K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$690 - $847
|
24
$946
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.85% |
$518 - $635
|
993
$39.1K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15+ 0.18% |
$432 - $530
|
8.3K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 25.42% |
$432 - $530
|
74
$2.92K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 33.33% |
$316 - $388
|
44
$1.73K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$288 - $353
|
10
$394
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9+ 0.12% |
$259 - $318
|
7.42K
$292K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 1.19% |
$173 - $212
|
511
$20.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.03% |
$86.3 - $106
|
10.5K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 3.13% |
$28.8 - $35.3
|
31
$1.22K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 2.7% |
$57.5 - $70.6
|
72
$2.84K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5- 2.58% |
$144 - $177
|
189
$7.45K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15- 0.22% |
$432 - $530
|
6.76K
$266K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 0.62% |
$432 - $530
|
2.4K
$94.6K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-16- 0.08% |
$460 - $565
|
21.2K
$835K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-23- 1.02% |
$662 - $812
|
2.24K
$88.4K
|