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, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.1K+ 39.08% |
$105K - $126K
|
7.48K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5KNew |
$249K - $301K
|
5K
$255K
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.15M - $6.22M
|
104K
$5.29M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8K- 50.0% |
$398K - $481K
|
8K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.94% |
$14.9K - $18K
|
1.88K
$96.2K
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
35.2KNew |
$1.75M - $2.11M
|
35.2K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
33.4KNew |
$1.66M - $2.01M
|
33.4K
$1.71M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$828K - $1M
|
16.7K
$851K
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.3K+ 50.92% |
$809K - $978K
|
48.2K
$2.46M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.93KNew |
$245K - $296K
|
4.93K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.7KNew |
$782K - $946K
|
15.7K
$804K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
490+ 6.76% |
$24.4K - $29.5K
|
7.74K
$395K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.5K+ 207.41% |
$373K - $451K
|
11.1K
$568K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.23KNew |
$310K - $375K
|
6.23K
$318K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.38M - $1.67M
|
27.8K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$294K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
810New |
$40.3K - $48.7K
|
810
$41.4K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47KNew |
$73K - $88.2K
|
1.47K
$74.9K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.78% |
$3.33K - $4.03K
|
8.56K
$437K
|
|
Aug 08, 2024
Q2 2024
|
American Financial Group Inc
|
BUY
|
- |
4K+ 25.81% |
$199K - $241K
|
19.5K
$996K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 37.74% |
$9.95K - $12K
|
330
$16.9K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$294K
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
574New |
$28.5K - $34.5K
|
574
$29.3K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$733K - $886K
|
14.7K
$753K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-79- 39.7% |
$3.93K - $4.75K
|
120
$6.13K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40New |
$1.99K - $2.41K
|
40
$2.04K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.95KNew |
$346K - $418K
|
6.95K
$355K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.99KNew |
$447K - $541K
|
8.99K
$459K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
901New |
$44.8K - $54.2K
|
901
$46K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
119+ 0.54% |
$5.92K - $7.16K
|
22.2K
$1.14M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
68.2KNew |
$3.39M - $4.1M
|
68.2K
$3.48M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
109+ 2.65% |
$5.42K - $6.55K
|
4.23K
$216K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
560New |
$27.8K - $33.7K
|
560
$28.6K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
784New |
$39K - $47.1K
|
784
$40K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
257New |
$12.8K - $15.5K
|
257
$13.1K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8.21KNew |
$408K - $494K
|
8.21K
$419K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$678K - $819K
|
13.6K
$696K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.16KNew |
$257K - $310K
|
5.16K
$264K
|
|
Jul 30, 2024
Q2 2024
|
Fractal Investments LLC
|
BUY
|
- |
431K+ 177.97% |
$21.4M - $25.9M
|
673K
$34.4M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3KNew |
$64.4K - $77.9K
|
1.3K
$66.1K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $240K
|
4K
$204K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
249+ 5.7% |
$12.4K - $15K
|
4.62K
$236K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $220K
|
3.65K
$187K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$694K - $839K
|
14K
$713K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-100- 1.59% |
$4.97K - $6.01K
|
6.2K
$317K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
90New |
$4.48K - $5.41K
|
90
$4.6K
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.38KNew |
$218K - $264K
|
4.38K
$224K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.95K - $12K
|
200
$10.2K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
932+ 24.63% |
$46.3K - $56K
|
4.72K
$241K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
845New |
$42K - $50.8K
|
845
$43.2K
|