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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.95% |
$5.04K - $5.91K
|
5.23K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
3.93KNew |
$198K - $232K
|
3.93K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-9.44K- 59.59% |
$475K - $558K
|
6.4K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-809- 78.09% |
$40.8K - $47.8K
|
227
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.43K+ 1.92% |
$72.1K - $84.6K
|
76K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-96- 0.49% |
$4.84K - $5.68K
|
19.5K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-20.1K- 57.05% |
$1.01M - $1.19M
|
15.1K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.66K+ 17.04% |
$83.7K - $98.3K
|
11.4K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
PUT |
395KNew |
$19.9M - $23.4M
|
395K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-22.5K- 3.28% |
$1.13M - $1.33M
|
663K
$34.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.74K- 31.69% |
$87.4K - $103K
|
3.74K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
614+ 8.21% |
$30.9K - $36.3K
|
8.09K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$15.1K - $17.7K
|
300
$15.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-191- 1.48% |
$9.62K - $11.3K
|
12.7K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
869+ 30.31% |
$43.8K - $51.4K
|
3.74K
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
164+ 2.05% |
$8.26K - $9.7K
|
8.15K
$428K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.6KNew |
$383K - $449K
|
7.6K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.05K+ 23.16% |
$52.9K - $62.1K
|
5.58K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.64K- 46.74% |
$183K - $215K
|
4.14K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11New |
$554 - $650
|
11
$578
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-559- 44.94% |
$28.2K - $33.1K
|
685
$36K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-225- 79.79% |
$11.3K - $13.3K
|
57
$2.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
90+ 90.0% |
$4.53K - $5.32K
|
190
$9.98K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 2.21% |
$5.04K - $5.91K
|
4.63K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.6K+ 32.44% |
$131K - $153K
|
10.6K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.05K- 13.75% |
$52.7K - $61.9K
|
6.57K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 1.7% |
$9.62K - $11.3K
|
11.1K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
762New |
$38.4K - $45.1K
|
762
$40K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$50.4 - $59.1
|
4.62K
$243K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3K- 97.4% |
$151K - $177K
|
80
$4.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
8.62KNew |
$434K - $510K
|
8.62K
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.22K+ 10.28% |
$162K - $191K
|
34.6K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.8KNew |
$90.7K - $106K
|
1.8K
$94.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.19M - $2.57M
|
43.5K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
109+ 162.69% |
$5.49K - $6.45K
|
176
$9.24K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
2.27K+ 0.4% |
$115K - $134K
|
572K
$30M
|
|
|
Jul 07, 2025
Q2 2025
|
Fractal Investments LLC
|
BUY
|
- |
63.8K+ 11.54% |
$3.21M - $3.77M
|
617K
$32.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$10.1K - $11.8K
|
200
$10.5K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.8KNew |
$195K - $225K
|
3.8K
$199K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
30.8KNew |
$1.58M - $1.83M
|
30.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
406New |
$20.8K - $24.1K
|
406
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-750- 11.54% |
$38.5K - $44.4K
|
5.75K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.15KNew |
$213K - $246K
|
4.15K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
28KNew |
$1.44M - $1.66M
|
28K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
27.2KNew |
$1.4M - $1.61M
|
27.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 91.66% |
$602K - $695K
|
1.07K
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-20.4K- 42.23% |
$1.04M - $1.21M
|
27.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.08KNew |
$55.3K - $63.9K
|
1.08K
$56.6K
|
|