Purchases and Sales Made in Q4 2023 in Suncor Energy Inc (SU)
This table provides information about the institutional ownership of Suncor Energy Inc (SU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
725New |
$21.5K - $25K
|
725
$28.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
675+ 5.32% |
$20K - $23.3K
|
13.4K
$524K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
637New |
$18.8K - $22K
|
637
$25K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
597+ 3.35% |
$17.7K - $20.6K
|
18.4K
$723K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
540+ 7.99% |
$16K - $18.6K
|
7.3K
$286K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$14.8K - $17.3K
|
500
$19.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
495+ 30.63% |
$14.6K - $17.1K
|
2.11K
$82.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
481+ 34.26% |
$14.2K - $16.6K
|
1.89K
$73.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
462+ 6.83% |
$13.7K - $16K
|
7.23K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
454+ 5.45% |
$13.4K - $15.7K
|
8.78K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
413+ 4.59% |
$12.2K - $14.3K
|
9.41K
$369K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
393+ 3.27% |
$11.6K - $13.6K
|
12.4K
$487K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
370+ 0.12% |
$10.9K - $12.8K
|
321K
$12.6M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
364New |
$10.8K - $12.6K
|
364
$14.3K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
313+ 45.56% |
$9.26K - $10.8K
|
1K
$39.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
313+ 43.17% |
$9.26K - $10.8K
|
1.04K
$40.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
307+ 1.24% |
$9.08K - $10.6K
|
25.1K
$985K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 1.68% |
$8.88K - $10.4K
|
18.2K
$714K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
297+ 2.04% |
$8.79K - $10.3K
|
14.8K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
287+ 1.99% |
$8.49K - $9.91K
|
14.7K
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
280New |
$8.29K - $9.67K
|
280
$11K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
280New |
$8.29K - $9.67K
|
280
$11K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
271New |
$8.02K - $9.36K
|
271
$10.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
271+ 18.69% |
$8.02K - $9.36K
|
1.72K
$67.5K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250New |
$7.4K - $8.63K
|
250
$9.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
250+ 8.51% |
$7.4K - $8.63K
|
3.19K
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
233+ 1.13% |
$6.89K - $8.05K
|
20.9K
$821K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
230New |
$6.81K - $7.94K
|
230
$9.02K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
222+ 23.74% |
$6.57K - $7.67K
|
1.16K
$45.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
211+ 2.17% |
$6.24K - $7.29K
|
9.91K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
210+ 3.02% |
$6.21K - $7.25K
|
7.16K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
202New |
$5.98K - $6.98K
|
202
$7.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$5.92K - $6.91K
|
200
$7.85K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
198New |
$5.86K - $6.84K
|
198
$7.77K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
192+ 1.21% |
$5.68K - $6.63K
|
16K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
191New |
$5.65K - $6.6K
|
191
$7.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
183+ 0.56% |
$5.41K - $6.32K
|
32.6K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
180New |
$5.33K - $6.22K
|
180
$7.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
168+ 33.6% |
$4.97K - $5.8K
|
668
$26.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
159+ 2.34% |
$4.7K - $5.49K
|
6.96K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
154+ 7.0% |
$4.56K - $5.32K
|
2.35K
$92.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149New |
$4.41K - $5.14K
|
149
$5.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 7.22% |
$3.58K - $4.18K
|
1.8K
$70.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 7.29% |
$3.55K - $4.14K
|
1.77K
$69.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
120+ 1.64% |
$3.55K - $4.14K
|
7.43K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
120+ 0.95% |
$3.55K - $4.14K
|
12.8K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
115+ 0.33% |
$3.4K - $3.97K
|
34.7K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
100+ 44.44% |
$2.96K - $3.45K
|
325
$12.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
95+ 2.91% |
$2.81K - $3.28K
|
3.36K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
94+ 3.36% |
$2.78K - $3.25K
|
2.89K
$113K
|