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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.82KNew |
$192K - $226K
|
3.82K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-851- 29.7% |
$42.9K - $50.3K
|
2.01K
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 12.19% |
$133K - $156K
|
19K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.22K+ 10.28% |
$162K - $191K
|
34.6K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 0.56% |
$2.82K - $3.31K
|
10.1K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
34+ 0.47% |
$1.71K - $2.01K
|
7.26K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.8KNew |
$90.7K - $106K
|
1.8K
$94.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$101 - $118
|
154K
$8.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-139- 2.78% |
$7K - $8.22K
|
4.86K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
34+ 0.73% |
$1.71K - $2.01K
|
4.67K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.19M - $2.57M
|
43.5K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
167KNew |
$8.4M - $9.86M
|
167K
$8.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
193+ 3.86% |
$9.72K - $11.4K
|
5.19K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-247- 5.7% |
$12.4K - $14.6K
|
4.09K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109+ 162.69% |
$5.49K - $6.45K
|
176
$9.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.72K- 15.75% |
$86.9K - $102K
|
9.22K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-987- 14.82% |
$49.7K - $58.4K
|
5.67K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.64K+ 18.27% |
$133K - $156K
|
17.1K
$901K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 2.93% |
$302 - $355
|
211
$11.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
729+ 7.87% |
$36.7K - $43.1K
|
10K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 0.22% |
$504 - $591
|
4.51K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 185.39% |
$203K - $239K
|
6.21K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
3.85K+ 0.56% |
$194K - $228K
|
691K
$36.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
536+ 4.11% |
$27K - $31.7K
|
13.6K
$716K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.61K- 3.05% |
$182K - $214K
|
115K
$6.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.8K+ 681.09% |
$1.81M - $2.12M
|
41.1K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
6.43K+ 4.66% |
$324K - $380K
|
144K
$7.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 10.64% |
$93.1K - $109K
|
19.2K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.34K+ 23.21% |
$218K - $256K
|
23K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
2.27K+ 0.4% |
$115K - $134K
|
572K
$30.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166+ 166.0% |
$8.36K - $9.82K
|
266
$14K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-659- 9.93% |
$33.2K - $39K
|
5.98K
$315K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.36% |
$453 - $532
|
671
$35.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Fractal Investments LLC
|
BUY
|
- |
63.8K+ 11.54% |
$3.21M - $3.77M
|
617K
$32.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$10.1K - $11.8K
|
200
$10.5K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
4+ 0.04% |
$205 - $237
|
9.79K
$516K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-868- 15.41% |
$44.5K - $51.4K
|
4.77K
$251K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 10.1% |
$10.3K - $11.9K
|
1.78K
$93.8K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.43KNew |
$176K - $203K
|
3.43K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
74.6KNew |
$3.83M - $4.42M
|
74.6K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.6K- 36.81% |
$4.75M - $5.49M
|
159K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-549K- 32.06% |
$28.2M - $32.5M
|
1.16M
$61.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-465K- 99.73% |
$23.8M - $27.5M
|
1.25K
$66K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
157+ 2.89% |
$8.05K - $9.3K
|
5.58K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 9.83% |
$55.8K - $64.5K
|
12.2K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
320+ 1.96% |
$16.4K - $19K
|
16.6K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.76K+ 4.13% |
$90.1K - $104K
|
44.3K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
44K+ 4.95% |
$2.26M - $2.61M
|
933K
$49.2M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-750- 11.54% |
$38.5K - $44.4K
|
5.75K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.44KNew |
$228K - $263K
|
4.44K
$234K
|
|