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 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-215- 3.43% |
$10.8K - $12.6K
|
6.05K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$248K - $289K
|
4.93K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-164- 1.79% |
$8.24K - $9.6K
|
9K
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
200+ 5.4% |
$10K - $11.7K
|
3.91K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.51K - $1.76K
|
12K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$10K - $11.7K
|
200
$10.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.19KNew |
$311K - $362K
|
6.19K
$318K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-350- 82.35% |
$17.6K - $20.5K
|
75
$3.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 1.81% |
$251K - $293K
|
272K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.42K- 5.59% |
$222K - $259K
|
74.7K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$253K - $294K
|
5.03K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.31% |
$1.66K - $1.93K
|
10.6K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$5.14K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
305New |
$15.2K - $18.3K
|
305
$15.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 80.0% |
$29.8K - $36.1K
|
1.35K
$69.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8K- 50.0% |
$398K - $481K
|
8K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.15M - $6.22M
|
104K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5KNew |
$249K - $301K
|
5K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$262K - $317K
|
5.27K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
21.6KNew |
$1.07M - $1.3M
|
21.6K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
60KNew |
$2.98M - $3.61M
|
60K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146New |
$7.26K - $8.78K
|
146
$7.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.83KNew |
$190K - $230K
|
3.83K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$828K - $1M
|
16.7K
$856K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.94% |
$14.9K - $18K
|
1.88K
$96.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.8KNew |
$1.38M - $1.67M
|
27.8K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.5K+ 207.41% |
$373K - $451K
|
11.1K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
490+ 6.76% |
$24.4K - $29.5K
|
7.74K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.7KNew |
$782K - $946K
|
15.7K
$809K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.93KNew |
$245K - $296K
|
4.93K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
810New |
$40.3K - $48.7K
|
810
$41.7K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial Group Inc
|
BUY
|
- |
4K+ 25.81% |
$199K - $241K
|
19.5K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
574New |
$28.5K - $34.5K
|
574
$29.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$296K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$733K - $886K
|
14.7K
$758K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-79- 39.7% |
$3.93K - $4.75K
|
120
$6.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40New |
$1.99K - $2.41K
|
40
$2.06K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
901New |
$44.8K - $54.2K
|
901
$46.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
109+ 2.65% |
$5.42K - $6.55K
|
4.23K
$217K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8.21KNew |
$408K - $494K
|
8.21K
$422K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
257New |
$12.8K - $15.5K
|
257
$13.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
560New |
$27.8K - $33.7K
|
560
$28.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.38KNew |
$218K - $264K
|
4.38K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
90New |
$4.48K - $5.41K
|
90
$4.63K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
932+ 24.63% |
$46.3K - $56K
|
4.72K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.95K - $12K
|
200
$10.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.12KNew |
$304K - $368K
|
6.12K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
261New |
$13K - $15.7K
|
261
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11K- 64.71% |
$547K - $661K
|
6K
$309K
|
|