Purchases and Sales Made in Q1 2025 in Suncor Energy Inc (SU)
This table provides information about the institutional ownership of Suncor Energy Inc (SU) during Q1 2025. 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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 9.06% |
$3.19K - $3.78K
|
1.12K
$43.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
92+ 31.29% |
$3.15K - $3.74K
|
386
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
91New |
$3.12K - $3.7K
|
91
$3.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 110.53% |
$2.88K - $3.41K
|
160
$6.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 0.99% |
$2.81K - $3.33K
|
8.34K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
78+ 0.33% |
$2.67K - $3.17K
|
23.5K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
77+ 0.78% |
$2.64K - $3.13K
|
9.91K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
74+ 0.83% |
$2.54K - $3.01K
|
8.94K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
72New |
$2.47K - $2.93K
|
72
$2.82K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
70New |
$2.4K - $2.84K
|
70
$2.75K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
70New |
$2.4K - $2.84K
|
70
$2.75K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
69+ 2.63% |
$2.36K - $2.8K
|
2.69K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64+ 3.25% |
$2.19K - $2.6K
|
2.04K
$79.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
64+ 82.05% |
$2.19K - $2.6K
|
142
$5.57K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
51New |
$1.75K - $2.07K
|
51
$2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
50New |
$1.71K - $2.03K
|
50
$1.96K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
48New |
$1.64K - $1.95K
|
48
$1.88K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
43+ 1.25% |
$1.47K - $1.75K
|
3.49K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
41New |
$1.41K - $1.67K
|
41
$1.61K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35+ 0.36% |
$1.2K - $1.42K
|
9.78K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
32+ 0.05% |
$1.1K - $1.3K
|
64.7K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
32+ 0.03% |
$1.1K - $1.3K
|
97.1K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 2.16% |
$891 - $1.06K
|
1.23K
$48.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
24+ 15.89% |
$822 - $975
|
175
$6.87K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$822 - $975
|
24
$942
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22New |
$754 - $894
|
22
$863
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14+ 0.76% |
$480 - $569
|
1.85K
$72.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$308 - $366
|
9
$353
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7New |
$240 - $284
|
7
$275
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6+ 1.62% |
$206 - $244
|
376
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$206 - $244
|
6.46K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.55% |
$206 - $244
|
1.1K
$43.2K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5New |
$171 - $203
|
5
$196
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.91% |
$171 - $203
|
552
$21.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.06% |
$103 - $122
|
287
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $122
|
8.08K
$317K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.95% |
$68.5 - $81.3
|
212
$8.32K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1New |
$34.3 - $40.6
|
1
$39.2
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.8% |
$34.3 - $40.6
|
124
$4.86K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2- 0.03% |
$68.5 - $81.3
|
5.96K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.13% |
$308 - $366
|
6.87K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 2.39% |
$446 - $528
|
530
$20.8K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-20- 0.85% |
$685 - $813
|
2.33K
$91.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 1.47% |
$857 - $1.02K
|
1.68K
$65.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-32- 25.4% |
$1.1K - $1.3K
|
94
$3.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.53% |
$1.34K - $1.58K
|
7.38K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-42- 0.15% |
$1.44K - $1.71K
|
28.7K
$1.12M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-46- 0.55% |
$1.58K - $1.87K
|
8.26K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-52- 20.55% |
$1.78K - $2.11K
|
201
$7.89K
|