Latest Institutional Transactions on Sunoco LP (SUN)
This table provides information on the latest institutional transactions involving Sunoco LP (SUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.96KNew |
$201K - $225K
|
3.96K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.58% |
$1.93K - $2.16K
|
6.65K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.83% |
$2.24K - $2.5K
|
5.33K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.8% |
$203 - $227
|
226
$12.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.12K- 7.11% |
$463K - $518K
|
119K
$6.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.53K- 24.53% |
$179K - $200K
|
10.8K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-129- 0.95% |
$6.55K - $7.33K
|
13.4K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.7K- 6.12% |
$86.4K - $96.6K
|
26.1K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10.5KNew |
$536K - $599K
|
10.5K
$577K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
282+ 6.05% |
$14.3K - $16K
|
4.94K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-264- 5.55% |
$13.4K - $15K
|
4.5K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 15.43% |
$69.6K - $77.9K
|
10.3K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.81K- 14.34% |
$244K - $273K
|
28.7K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.99% |
$203 - $227
|
205
$11.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-574- 9.93% |
$29.2K - $32.6K
|
5.21K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-253- 1.91% |
$12.9K - $14.4K
|
13K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-365- 3.82% |
$18.5K - $20.7K
|
9.2K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.5KNew |
$127K - $142K
|
2.5K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-34- 26.56% |
$1.73K - $1.93K
|
94
$5.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 85.0% |
$6.91K - $7.73K
|
24
$1.31K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100+ 2.28% |
$5.08K - $5.68K
|
4.49K
$246K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-562K- 98.07% |
$28.5M - $31.9M
|
11K
$604K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
13.6K+ 21.45% |
$691K - $773K
|
77K
$4.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
105+ 2.55% |
$5.33K - $5.97K
|
4.22K
$231K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455K+ 26.23% |
$22.9M - $26.7M
|
2.19M
$120M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
190+ 1.82% |
$9.54K - $11.1K
|
10.6K
$582K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
96.4KNew |
$4.84M - $5.64M
|
96.4K
$5.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.08KNew |
$155K - $180K
|
3.08K
$169K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 8.93% |
$10K - $11.7K
|
2.04K
$112K
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
76.7K+ 405.21% |
$3.85M - $4.49M
|
95.7K
$5.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
436K+ 908833.31% |
$21.9M - $25.5M
|
436K
$23.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
541+ 9.75% |
$27.2K - $31.7K
|
6.09K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.06K- 97.41% |
$204K - $237K
|
108
$5.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25.1KNew |
$1.26M - $1.47M
|
25.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.86K- 69.15% |
$244K - $284K
|
2.17K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$336K - $392K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
471+ 1.91% |
$23.7K - $27.6K
|
25.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.68K- 3.08% |
$486K - $567K
|
305K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194+ 0.77% |
$9.74K - $11.4K
|
25.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-177K- 11.01% |
$8.88M - $10.3M
|
1.43M
$78.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.7K- 17.29% |
$4.31M - $5.02M
|
410K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.16% |
$820K - $956K
|
1.4M
$76.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 4.08% |
$53.9K - $62.8K
|
27.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59+ 5.88% |
$2.96K - $3.45K
|
1.06K
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
800New |
$40.2K - $46.8K
|
800
$43.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
196K+ 29.25% |
$9.82M - $11.4M
|
864K
$47.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.94K+ 0.81% |
$399K - $465K
|
986K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
32.2K+ 3.06% |
$1.62M - $1.89M
|
1.09M
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.61K+ 15.85% |
$81K - $94.4K
|
11.8K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.38K- 0.57% |
$69.4K - $80.9K
|
241K
$13.2M
|
|