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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
84+ 42.0% |
$2.39K - $2.96K
|
284
$11.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74New |
$2.1K - $2.61K
|
74
$2.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
72New |
$2.05K - $2.54K
|
72
$2.82K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
68+ 3.3% |
$1.93K - $2.39K
|
2.13K
$83.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
58+ 42.96% |
$1.65K - $2.04K
|
193
$7.57K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54New |
$1.54K - $1.9K
|
54
$2.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.42K - $1.76K
|
50
$1.96K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40+ 1.16% |
$1.14K - $1.41K
|
3.49K
$137K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
37+ 44.58% |
$1.05K - $1.3K
|
120
$4.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35New |
$995 - $1.23K
|
35
$1.37K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33+ 45.83% |
$938 - $1.16K
|
105
$4.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 1.03% |
$853 - $1.06K
|
2.94K
$115K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
22New |
$625 - $775
|
22
$863
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
22+ 3.81% |
$625 - $775
|
599
$23.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20New |
$569 - $704
|
20
$785
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16New |
$455 - $564
|
16
$628
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13+ 4.56% |
$370 - $458
|
298
$11.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11New |
$313 - $387
|
11
$432
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.97% |
$142 - $176
|
522
$20.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.28% |
$114 - $141
|
1.41K
$55.3K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 5.26% |
$56.9 - $70.4
|
40
$1.57K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.79% |
$56.9 - $70.4
|
255
$10K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.01% |
$28.4 - $35.2
|
12K
$469K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 0.79% |
$85.3 - $106
|
377
$14.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 18.6% |
$227 - $282
|
35
$1.37K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-27- 17.65% |
$768 - $951
|
126
$4.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.25% |
$1.34K - $1.66K
|
18.9K
$740K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-50- 0.25% |
$1.42K - $1.76K
|
20.3K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-56- 5.87% |
$1.59K - $1.97K
|
898
$35.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 0.68% |
$1.62K - $2.01K
|
8.28K
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 5.65% |
$2.1K - $2.61K
|
1.24K
$48.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 3.23% |
$2.39K - $2.96K
|
2.52K
$98.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 1.31% |
$2.84K - $3.52K
|
7.51K
$294K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-102- 19.73% |
$2.9K - $3.59K
|
415
$16.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-102- 0.31% |
$2.9K - $3.59K
|
32.7K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-123- 1.25% |
$3.5K - $4.33K
|
9.7K
$381K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-135- 1.42% |
$3.84K - $4.75K
|
9.38K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-149- 86.63% |
$4.24K - $5.25K
|
23
$902
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-150- 42.74% |
$4.26K - $5.28K
|
201
$7.89K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-173- 1.39% |
$4.92K - $6.09K
|
12.3K
$482K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-180- 6.05% |
$5.12K - $6.34K
|
2.8K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-192- 1.06% |
$5.46K - $6.76K
|
17.9K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-247- 0.41% |
$7.02K - $8.7K
|
60.1K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 0.16% |
$7.11K - $8.81K
|
154K
$6.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-257- 0.21% |
$7.31K - $9.05K
|
122K
$4.79M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-273- 4.85% |
$7.76K - $9.62K
|
5.36K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-347- 0.68% |
$9.87K - $12.2K
|
50.7K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-348- 8.18% |
$9.89K - $12.3K
|
3.9K
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-375- 1.7% |
$10.7K - $13.2K
|
21.6K
$848K
|