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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-200- 4.94% |
$10K - $11.7K
|
3.85K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-545- 9.34% |
$27.4K - $31.9K
|
5.29K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$10K - $11.7K
|
200
$10.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.85K- 18.56% |
$243K - $284K
|
21.3K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
44+ 0.03% |
$2.21K - $2.58K
|
154K
$7.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-78- 7.94% |
$3.92K - $4.57K
|
904
$46.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
489+ 12.53% |
$24.6K - $28.6K
|
4.39K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.2% |
$653 - $761
|
6.61K
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
562K+ 5437.31% |
$28.3M - $32.9M
|
573K
$29.3M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.3% |
$1.41K - $1.64K
|
9.35K
$478K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.09% |
$452 - $527
|
9.57K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
73+ 0.14% |
$3.67K - $4.27K
|
52.1K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 20.5% |
$1.66K - $1.93K
|
128
$6.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
70K+ 140.0% |
$3.52M - $4.1M
|
120K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 82.35% |
$17.6K - $20.5K
|
75
$3.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.85% |
$151 - $176
|
165
$8.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 1.81% |
$251K - $293K
|
272K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.42K- 5.59% |
$222K - $259K
|
74.7K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 6.29% |
$80.5K - $93.8K
|
23.9K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 26.27% |
$104K - $121K
|
9.96K
$509K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
370+ 4.43% |
$18.6K - $21.7K
|
8.72K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-365- 2.68% |
$18.3K - $21.4K
|
13.3K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
5+ 0.03% |
$251 - $293
|
15.4K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.2KNew |
$915K - $1.07M
|
18.2K
$931K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.25K- 4.31% |
$62.8K - $73.2K
|
27.8K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.47K- 4.2% |
$73.9K - $86.1K
|
33.5K
$1.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.63K+ 17.8% |
$233K - $271K
|
30.7K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 1.52% |
$151 - $176
|
201
$10.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5.8K+ 10.07% |
$291K - $339K
|
63.4K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.49K+ 7.1% |
$427K - $497K
|
128K
$6.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
425+ 7.94% |
$21.3K - $24.9K
|
5.78K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$5.11K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-105- 99.06% |
$5.27K - $6.15K
|
1
$51.1
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.31% |
$1.66K - $1.93K
|
10.6K
$543K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
305New |
$15.2K - $18.3K
|
305
$15.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650New |
$32.3K - $39.1K
|
650
$33.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 80.0% |
$29.8K - $36.1K
|
1.35K
$69K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 22.7% |
$9.95K - $12K
|
1.08K
$55.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.83KNew |
$190K - $230K
|
3.83K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
447K+ 176.6% |
$22.2M - $26.9M
|
700K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$1.86M - $2.25M
|
37.5K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.1K+ 217.82% |
$2.59M - $3.13M
|
76.1K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146New |
$7.26K - $8.78K
|
146
$7.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.63K+ 152.66% |
$330K - $399K
|
11K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60KNew |
$2.98M - $3.61M
|
60K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
21.6KNew |
$1.07M - $1.3M
|
21.6K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$262K - $317K
|
5.27K
$269K
|
|