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 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$462 - $533
|
9.21K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
68+ 1.5% |
$3.49K - $4.03K
|
4.59K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
351+ 4.92% |
$18K - $20.8K
|
7.48K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 15.63% |
$51.3K - $59.3K
|
5.4K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.03K - $1.19K
|
7.99K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.2K+ 11.38% |
$61.5K - $71.1K
|
11.7K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.72K- 46.31% |
$242K - $280K
|
5.48K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$5.13K - $5.93K
|
100
$5.27K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150+ 13.71% |
$7.69K - $8.89K
|
1.24K
$65.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3.54K- 12.25% |
$182K - $210K
|
25.4K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$187K - $216K
|
3.65K
$193K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 3.73% |
$116K - $130K
|
59K
$3.11M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
100New |
$5.08K - $5.68K
|
100
$5.27K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
380New |
$19.3K - $21.6K
|
380
$20K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 0.94% |
$5.08K - $5.68K
|
10.5K
$556K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-850- 78.63% |
$43.2K - $48.3K
|
231
$12.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33New |
$1.68K - $1.88K
|
33
$1.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-196- 1.4% |
$9.96K - $11.1K
|
13.8K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
57.4KNew |
$2.92M - $3.26M
|
57.4K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
18.5K+ 67.27% |
$940K - $1.05M
|
46K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.14KNew |
$363K - $406K
|
7.14K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
602New |
$30.6K - $34.2K
|
602
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
100New |
$5.08K - $5.68K
|
100
$5.27K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.99KNew |
$101K - $113K
|
1.99K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.6K- 77.39% |
$1.25M - $1.4M
|
7.2K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$520K - $581K
|
10.2K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
700New |
$35.6K - $39.8K
|
700
$36.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
5.4KNew |
$274K - $307K
|
5.4K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.78K- 25.11% |
$294K - $329K
|
17.2K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.65KNew |
$236K - $264K
|
4.65K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 10.0% |
$50.8 - $56.8
|
11
$580
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-203- 27.69% |
$10.3K - $11.5K
|
530
$27.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-167- 1.18% |
$8.48K - $9.49K
|
14K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.43K+ 31.57% |
$72.4K - $81K
|
5.94K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-90- 1.44% |
$4.57K - $5.11K
|
6.14K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
75+ 1.64% |
$3.81K - $4.26K
|
4.64K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.2KNew |
$825K - $923K
|
16.2K
$856K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-520- 3.82% |
$26.4K - $29.5K
|
13.1K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.08K - $5.68K
|
100
$5.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 10.2% |
$4.06K - $4.55K
|
704
$37.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1- 0.02% |
$50.8 - $56.8
|
4.71K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
788+ 93.25% |
$40K - $44.8K
|
1.63K
$86.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.48K+ 6891.67% |
$126K - $141K
|
2.52K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-586- 11.45% |
$29.8K - $33.3K
|
4.53K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18K+ 18.65% |
$913K - $1.02M
|
114K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-194- 27.79% |
$9.86K - $11K
|
504
$26.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-341- 33.07% |
$17.3K - $19.4K
|
690
$36.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.6KNew |
$3.33M - $3.73M
|
65.6K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103+ 7.44% |
$5.23K - $5.85K
|
1.49K
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-14.1K- 51.01% |
$714K - $799K
|
13.5K
$712K
|
|