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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.99K+ 3.93% |
$358K - $414K
|
185K
$9.75M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 16.27% |
$585K - $675K
|
81.5K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.38KNew |
$224K - $259K
|
4.38K
$231K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
181New |
$9.28K - $10.7K
|
181
$9.54K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.33% |
$154 - $178
|
229
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.22K- 10.48% |
$62.7K - $72.5K
|
10.5K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$180K - $207K
|
3.5K
$185K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.72KNew |
$191K - $220K
|
3.72K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 6.71% |
$41.6K - $48.1K
|
12.9K
$681K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113- 0.34% |
$5.8K - $6.7K
|
33.5K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-222- 1.77% |
$11.4K - $13.2K
|
12.3K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 30.08% |
$806K - $932K
|
36.6K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1K- 18.07% |
$51.3K - $59.3K
|
4.53K
$239K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.3K+ 785.08% |
$3.2M - $3.69M
|
70.3K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
114K+ 59.51% |
$5.83M - $6.73M
|
305K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.37K- 78.51% |
$70.5K - $81.4K
|
376
$19.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
65+ 0.69% |
$3.33K - $3.85K
|
9.53K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
248+ 14.53% |
$12.7K - $14.7K
|
1.96K
$103K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
174+ 0.24% |
$8.92K - $10.3K
|
72.2K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
7.62KNew |
$391K - $451K
|
7.62K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
98+ 35.0% |
$5.03K - $5.81K
|
378
$19.9K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 1.48% |
$718 - $830
|
957
$50.5K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-8.7K- 25.01% |
$446K - $515K
|
26.1K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
309+ 1.72% |
$15.8K - $18.3K
|
18.3K
$965K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-348- 0.88% |
$17.8K - $20.6K
|
39.1K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
668+ 7.45% |
$34.3K - $39.6K
|
9.64K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.19% |
$103 - $119
|
170
$8.96K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-798- 46.31% |
$40.9K - $47.3K
|
925
$48.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.53M+ 12.28% |
$130M - $150M
|
23.1M
$1.22B
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.12KNew |
$211K - $244K
|
4.12K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-972- 19.09% |
$49.9K - $57.6K
|
4.12K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8KNew |
$246K - $284K
|
4.8K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 6.0% |
$94.6K - $109K
|
32.6K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 18.82% |
$90.3K - $104K
|
7.6K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
120New |
$6.15K - $7.11K
|
120
$6.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.75KNew |
$192K - $222K
|
3.75K
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$10.3K - $11.9K
|
200
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.8KNew |
$195K - $225K
|
3.8K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 7.63% |
$1.03K - $1.19K
|
282
$14.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.35% |
$1.23K - $1.42K
|
6.86K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
25.8KNew |
$1.32M - $1.53M
|
25.8K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-508- 6.83% |
$26.1K - $30.1K
|
6.93K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
208+ 1.88% |
$10.7K - $12.3K
|
11.3K
$593K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
148New |
$7.59K - $8.77K
|
148
$7.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.75% |
$58.7K - $67.8K
|
25.2K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 7.28% |
$25.6K - $29.6K
|
7.37K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.35K+ 51.93% |
$121K - $139K
|
6.88K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-448- 11.31% |
$23K - $26.5K
|
3.51K
$185K
|