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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8KNew |
$246K - $284K
|
4.8K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 18.82% |
$90.3K - $104K
|
7.6K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.27KNew |
$475K - $549K
|
9.27K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-968- 11.82% |
$49.6K - $57.4K
|
7.22K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
120New |
$6.15K - $7.11K
|
120
$6.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 6.0% |
$94.6K - $109K
|
32.6K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.75KNew |
$192K - $222K
|
3.75K
$199K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$10.3K - $11.9K
|
200
$10.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
92.2K+ 15.49% |
$4.73M - $5.46M
|
687K
$36.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.8KNew |
$195K - $225K
|
3.8K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 7.63% |
$1.03K - $1.19K
|
282
$15K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54+ 1.09% |
$2.77K - $3.2K
|
4.99K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.35% |
$1.23K - $1.42K
|
6.86K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-508- 6.83% |
$26.1K - $30.1K
|
6.93K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
25.8KNew |
$1.32M - $1.53M
|
25.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
208+ 1.88% |
$10.7K - $12.3K
|
11.3K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
148New |
$7.59K - $8.77K
|
148
$7.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.75% |
$58.7K - $67.8K
|
25.2K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
97+ 0.89% |
$4.98K - $5.75K
|
10.9K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 7.28% |
$25.6K - $29.6K
|
7.37K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.35K+ 51.93% |
$121K - $139K
|
6.88K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-448- 11.31% |
$23K - $26.5K
|
3.51K
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
118+ 2.8% |
$6.05K - $6.99K
|
4.33K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$462 - $533
|
9.21K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
68+ 1.5% |
$3.49K - $4.03K
|
4.59K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.27K- 0.4% |
$116K - $134K
|
569K
$30.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
351+ 4.92% |
$18K - $20.8K
|
7.48K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 15.63% |
$51.3K - $59.3K
|
5.4K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.2% |
$667 - $770
|
6.66K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-621- 0.52% |
$31.9K - $36.8K
|
118K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.03K - $1.19K
|
7.99K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 7.81% |
$53.6K - $62K
|
14.4K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.2K+ 11.38% |
$61.5K - $71.1K
|
11.7K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.3% |
$718 - $830
|
4.64K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.72K- 46.31% |
$242K - $280K
|
5.48K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$5.13K - $5.93K
|
100
$5.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$51.3 - $59.3
|
154K
$8.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 5.6% |
$14.3K - $16.5K
|
5.26K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3.54K- 12.25% |
$182K - $210K
|
25.4K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
795+ 4.8% |
$40.8K - $47.1K
|
17.4K
$921K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150+ 13.71% |
$7.69K - $8.89K
|
1.24K
$66K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-248- 2.42% |
$12.7K - $14.7K
|
10K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
344+ 18.77% |
$17.6K - $20.4K
|
2.18K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-337- 6.32% |
$17.3K - $20K
|
5K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$187K - $216K
|
3.65K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.13K - $5.93K
|
100
$5.31K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
35+ 0.27% |
$1.8K - $2.07K
|
13K
$692K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
61K+ 79.22% |
$3.13M - $3.61M
|
138K
$7.32M
|