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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-500- 1.52% |
$25.1K - $29.3K
|
32.4K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.27K- 80.15% |
$416K - $484K
|
2.05K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25.1KNew |
$1.26M - $1.47M
|
25.1K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
800New |
$40.2K - $46.8K
|
800
$42.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5.96K- 28.56% |
$299K - $349K
|
14.9K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 0.6% |
$5.73K - $6.67K
|
19K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.76KNew |
$490K - $571K
|
9.76K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-7.9K- 59.85% |
$397K - $462K
|
5.3K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
5.4K+ 110.2% |
$271K - $316K
|
10.3K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
800+ 16.39% |
$40.2K - $46.8K
|
5.68K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$2.19M - $2.55M
|
43.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-182- 15.94% |
$9.14K - $10.7K
|
960
$50.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-450- 27.27% |
$22.6K - $26.3K
|
1.2K
$63.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.99KNew |
$250K - $292K
|
4.99K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$10K - $11.7K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-10.1K- 51.69% |
$507K - $591K
|
9.43K
$501K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-264- 3.62% |
$13.3K - $15.5K
|
7.04K
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
337New |
$16.9K - $19.7K
|
337
$17.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
180New |
$9.04K - $10.5K
|
180
$9.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3K- 23.08% |
$151K - $176K
|
10K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-215- 3.43% |
$10.8K - $12.6K
|
6.05K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$795K - $927K
|
15.8K
$840K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-169- 2.07% |
$8.49K - $9.89K
|
8K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$248K - $289K
|
4.93K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 1.79% |
$8.24K - $9.6K
|
9K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
200+ 5.4% |
$10K - $11.7K
|
3.91K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.51K - $1.76K
|
12K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$10K - $11.7K
|
200
$10.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 82.35% |
$17.6K - $20.5K
|
75
$3.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 1.81% |
$251K - $293K
|
272K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.42K- 5.59% |
$222K - $259K
|
74.7K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$5.31K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.31% |
$1.66K - $1.93K
|
10.6K
$564K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
305New |
$15.2K - $18.3K
|
305
$16.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 80.0% |
$29.8K - $36.1K
|
1.35K
$71.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8K- 50.0% |
$398K - $481K
|
8K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.83KNew |
$190K - $230K
|
3.83K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146New |
$7.26K - $8.78K
|
146
$7.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.63K+ 152.66% |
$330K - $399K
|
11K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60KNew |
$2.98M - $3.61M
|
60K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
21.6KNew |
$1.07M - $1.3M
|
21.6K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$262K - $317K
|
5.27K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5KNew |
$249K - $301K
|
5K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.15M - $6.22M
|
104K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.94% |
$14.9K - $18K
|
1.88K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
35.2KNew |
$1.75M - $2.11M
|
35.2K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$828K - $1M
|
16.7K
$884K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.38M - $1.67M
|
27.8K
$1.48M
|
|