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 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$458K - $493K
|
10.7K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.1KNew |
$561K - $605K
|
13.1K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.04KNew |
$87K - $93.8K
|
2.04K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-15.2K- 98.14% |
$650K - $701K
|
288
$14.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33New |
$1.41K - $1.52K
|
33
$1.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.75K+ 20.68% |
$74.5K - $80.3K
|
10.2K
$520K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 1.91% |
$5.76K - $6.21K
|
7.2K
$368K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$2.86K - $3.08K
|
67
$3.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.11KNew |
$346K - $373K
|
8.11K
$414K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-378- 2.06% |
$16.1K - $17.4K
|
18K
$920K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
250New |
$10.7K - $11.5K
|
250
$12.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-183- 3.51% |
$7.81K - $8.42K
|
5.02K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$16.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-252- 0.94% |
$10.4K - $12.1K
|
26.4K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
383+ 21.13% |
$15.9K - $18.4K
|
2.2K
$112K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.74KNew |
$238K - $276K
|
5.74K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-150- 3.31% |
$6.22K - $7.21K
|
4.38K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$290K - $336K
|
6.99K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.2KNew |
$49.7K - $57.7K
|
1.2K
$61.3K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
642+ 31.72% |
$26.6K - $30.9K
|
2.67K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$82.9K - $96.2K
|
2K
$102K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 1.77% |
$4.35K - $5.05K
|
6.05K
$309K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99.6KNew |
$4.13M - $4.79M
|
99.6K
$5.09M
|
|
| Q4 2022 | |||||||
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.6% |
$77.9 - $89.7
|
127
$6.49K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120New |
$4.68K - $5.38K
|
120
$6.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.9K - $4.49K
|
100
$5.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.8K- 36.38% |
$109K - $125K
|
4.89K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.78KNew |
$264K - $304K
|
6.78K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$195K - $224K
|
5K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20.3KClosed |
$791K - $911K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-880- 0.87% |
$34.3K - $39.5K
|
99.8K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6New |
$234 - $269
|
6
$306
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.91% |
$2.14K - $2.47K
|
6.08K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
300New |
$11.7K - $13.5K
|
300
$15.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.6KNew |
$296K - $341K
|
7.6K
$388K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.88KNew |
$190K - $219K
|
4.88K
$249K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
33New |
$1.29K - $1.48K
|
33
$1.69K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.79KNew |
$226K - $260K
|
5.79K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$19.5K - $22.4K
|
500
$25.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$7.79K - $8.97K
|
200
$10.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$70K - $80.6K
|
1.8K
$91.7K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-154Closed |
$5.56K - $6.51K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5K- 46.29% |
$181K - $211K
|
5.8K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 2.05% |
$144 - $169
|
199
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.99KClosed |
$252K - $295K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
909+ 1.78% |
$32.8K - $38.4K
|
51.9K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-207K- 63.53% |
$7.46M - $8.73M
|
119K
$6.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.92K- 67.48% |
$142K - $166K
|
1.89K
$96.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
6.02KNew |
$218K - $255K
|
6.02K
$308K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.52KNew |
$272K - $318K
|
7.52K
$384K
|
|