Purchases and Sales Made in Q3 2023 in Suncor Energy Inc (SU)
This table provides information about the institutional ownership of Suncor Energy Inc (SU) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
723+ 8.81% |
$20.6K - $25.5K
|
8.93K
$335K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
664+ 65.61% |
$18.9K - $23.4K
|
1.68K
$63K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
657+ 0.52% |
$18.7K - $23.1K
|
126K
$4.74M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
650+ 23.98% |
$18.5K - $22.9K
|
3.36K
$126K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
621New |
$17.7K - $21.9K
|
621
$23.3K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
603+ 5.4% |
$17.1K - $21.2K
|
11.8K
$442K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
591+ 20.85% |
$16.8K - $20.8K
|
3.43K
$129K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
591+ 20.85% |
$16.8K - $20.8K
|
3.43K
$129K
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
581+ 6.05% |
$16.5K - $20.5K
|
10.2K
$382K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
560+ 7.56% |
$15.9K - $19.7K
|
7.97K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
529+ 4.01% |
$15K - $18.6K
|
13.7K
$516K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 25.79% |
$14.2K - $17.6K
|
2.44K
$91.6K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
471+ 3.35% |
$13.4K - $16.6K
|
14.5K
$546K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
453+ 3.55% |
$12.9K - $16K
|
13.2K
$496K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
442+ 1.78% |
$12.6K - $15.6K
|
25.2K
$947K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
420+ 4.49% |
$11.9K - $14.8K
|
9.77K
$367K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
345+ 1.05% |
$9.81K - $12.2K
|
33.2K
$1.25M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
339+ 38.39% |
$9.64K - $11.9K
|
1.22K
$45.9K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
330+ 0.91% |
$9.38K - $11.6K
|
36.6K
$1.37M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
308+ 18.98% |
$8.76K - $10.8K
|
1.93K
$72.5K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 0.63% |
$8.53K - $10.6K
|
47.7K
$1.79M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
296+ 2.51% |
$8.42K - $10.4K
|
12.1K
$455K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
278+ 20.34% |
$7.9K - $9.79K
|
1.65K
$61.8K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
271+ 34.0% |
$7.7K - $9.54K
|
1.07K
$40.1K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
257New |
$7.31K - $9.05K
|
257
$9.65K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
254+ 0.62% |
$7.22K - $8.95K
|
41.3K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
242+ 0.15% |
$6.88K - $8.52K
|
165K
$6.2M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
236+ 133.33% |
$6.71K - $8.31K
|
413
$15.5K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
215+ 9.77% |
$6.11K - $7.57K
|
2.42K
$90.7K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
215+ 9.77% |
$6.11K - $7.57K
|
2.42K
$90.7K
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
214+ 0.05% |
$6.08K - $7.54K
|
466K
$17.5M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
207+ 43.13% |
$5.89K - $7.29K
|
687
$25.8K
|
|
Jan 17, 2024
Q3 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
206+ 2.55% |
$5.86K - $7.26K
|
8.27K
$311K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
201+ 2.47% |
$5.71K - $7.08K
|
8.33K
$313K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
200+ 0.98% |
$5.69K - $7.04K
|
20.5K
$770K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
197+ 77.25% |
$5.6K - $6.94K
|
452
$17K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192+ 37.8% |
$5.46K - $6.76K
|
700
$26.3K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
186+ 1.57% |
$5.29K - $6.55K
|
12K
$452K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
165+ 275.0% |
$4.69K - $5.81K
|
225
$8.45K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
164+ 21.27% |
$4.66K - $5.78K
|
935
$35.1K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
153+ 2.06% |
$4.35K - $5.39K
|
7.57K
$284K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 2.04% |
$4.26K - $5.28K
|
7.49K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
139+ 11.71% |
$3.95K - $4.9K
|
1.33K
$49.8K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
125+ 12.3% |
$3.55K - $4.4K
|
1.14K
$42.9K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
121+ 2.1% |
$3.44K - $4.26K
|
5.88K
$221K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 8.42% |
$3.27K - $4.05K
|
1.48K
$55.6K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112+ 386.21% |
$3.18K - $3.94K
|
141
$5.3K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
105New |
$2.99K - $3.7K
|
105
$3.94K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
99+ 0.17% |
$2.81K - $3.49K
|
58.3K
$2.19M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
84+ 42.0% |
$2.39K - $2.96K
|
284
$10.7K
|