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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
261New |
$13K - $15.7K
|
261
$13.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.12KNew |
$304K - $368K
|
6.12K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11K- 64.71% |
$547K - $661K
|
6K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.79K - $2.16K
|
36
$1.84K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.76KNew |
$237K - $286K
|
4.76K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.72K+ 86.26% |
$235K - $284K
|
10.2K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$7.96K - $9.62K
|
160
$8.17K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.64% |
$746 - $902
|
928
$47.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
860+ 8.19% |
$42.8K - $51.7K
|
11.4K
$580K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$929K - $1.12M
|
18.7K
$954K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.99KNew |
$298K - $360K
|
5.99K
$306K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
40+ 75.47% |
$1.99K - $2.41K
|
93
$4.75K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$4.97K - $6.01K
|
100
$5.11K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
258K+ 82.35% |
$12.8M - $15.5M
|
572K
$29.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
80New |
$3.98K - $4.81K
|
80
$4.09K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
184+ 21.72% |
$9.15K - $11.1K
|
1.03K
$52.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$673K - $814K
|
13.5K
$692K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.57% |
$1.37K - $1.6K
|
4.44K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-47.5K- 77.36% |
$2.61M - $3.05M
|
13.9K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$76.8K - $89.9K
|
1.4K
$71.5K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
7KNew |
$384K - $449K
|
7K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1K- 25.0% |
$54.9K - $64.2K
|
3K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$11K - $12.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-35- 0.89% |
$1.92K - $2.25K
|
3.92K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.06K+ 110.06% |
$223K - $260K
|
7.75K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 29.83% |
$158K - $185K
|
12.5K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$274K - $321K
|
5K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$185K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$2.74M - $3.21M
|
50K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
900New |
$49.4K - $57.8K
|
900
$46K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 21.56% |
$867K - $1.02M
|
57.5K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.32% |
$603 - $706
|
3.5K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$549 - $642
|
10
$511
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$320K - $375K
|
5.84K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
679New |
$37.2K - $43.6K
|
679
$34.7K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$208K - $243K
|
3.79K
$194K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-53.9K- 20.99% |
$2.96M - $3.46M
|
203K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
6.95KNew |
$381K - $446K
|
6.95K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$27.4K - $32.1K
|
500
$25.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.2KNew |
$1.33M - $1.55M
|
24.2K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.2KNew |
$667K - $780K
|
12.2K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-200- 23.53% |
$11K - $12.8K
|
650
$33.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12+ 0.35% |
$658 - $770
|
3.47K
$177K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.54KNew |
$304K - $356K
|
5.54K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$1.54K - $1.8K
|
28
$1.43K
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
750+ 10.0% |
$41.1K - $48.1K
|
8.25K
$421K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.65% |
$1.26K - $1.48K
|
3.56K
$182K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 186.0% |
$4.37K - $5.81K
|
143
$7.3K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 7.69% |
$47 - $62.5
|
14
$715
|
|