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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-7.5KClosed |
$225K - $254K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.81KClosed |
$54.3K - $61.6K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-267KClosed |
$7.98M - $9.06M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.2KNew |
$305K - $346K
|
10.2K
$536K
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.05KClosed |
$31.5K - $35.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
13+ 2.53% |
$389 - $442
|
527
$27.7K
|
|
| Q2 2019 | |||||||
|
Nov 09, 2023
Q2 2019
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.68KClosed |
$49.6K - $53K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$14.8K - $15.8K
|
500
$26.3K
|
|
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-62Closed |
$1.84K - $1.96K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-75.4KClosed |
$2.24M - $2.39M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-60KClosed |
$1.78M - $1.9M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500New |
$14.8K - $15.8K
|
500
$26.3K
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.65KClosed |
$49K - $52.4K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Gs Investments, Inc.
|
SELL
|
- |
-20Closed |
$593 - $633
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-6.8KClosed |
$201K - $215K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-55Closed |
$1.63K - $1.74K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2KClosed |
$54.2K - $62.3K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-141KClosed |
$3.83M - $4.4M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-43KClosed |
$1.16M - $1.34M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.64KClosed |
$207K - $238K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-10.1KClosed |
$275K - $316K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-56Closed |
$1.52K - $1.74K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$5.42K - $6.23K
|
200
$10.5K
|
|
|
Apr 23, 2019
Q1 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$2.71K - $3.12K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-588Closed |
$14.2K - $17.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-200Closed |
$4.82K - $6.09K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-58.5KClosed |
$1.41M - $1.78M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-35.1KClosed |
$847K - $1.07M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-11KClosed |
$265K - $334K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-500Closed |
$12.1K - $15.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Barings LLC
|
SELL
|
- |
-41.9KClosed |
$1.01M - $1.28M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.4KClosed |
$276K - $348K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300Closed |
$7.24K - $9.13K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-130Closed |
$3.14K - $3.96K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
650+ 650.0% |
$15.9K - $19.2K
|
750
$39.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-67KClosed |
$1.64M - $1.98M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.07KClosed |
$75.3K - $90.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.02KClosed |
$49.5K - $59.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-12.4KClosed |
$303K - $365K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-35.1KClosed |
$862K - $1.04M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-15.1KClosed |
$374K - $429K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-9.6KClosed |
$237K - $272K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-275Closed |
$6.79K - $7.8K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12.7KClosed |
$324K - $413K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-9.11KClosed |
$232K - $296K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Regions Financial Corp
|
SELL
|
- |
-300Closed |
$7.65K - $9.76K
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6Closed |
$153 - $195
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 26, 2018
Q4 2017
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19.6KClosed |
$549K - $634K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1KClosed |
$28K - $32.4K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-7.2KClosed |
$202K - $233K
|
0
$0
|
|