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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
280New |
$13.2K - $17.5K
|
280
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
45+ 90.0% |
$2.12K - $2.81K
|
95
$4.89K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$25.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.59KNew |
$169K - $224K
|
3.59K
$184K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$3.72K - $4.93K
|
79
$4.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.5K- 74.87% |
$496K - $658K
|
3.54K
$182K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
76.9KNew |
$3.33M - $3.94M
|
76.9K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-14.9K- 63.68% |
$645K - $763K
|
8.5K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.32KNew |
$187K - $221K
|
4.32K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
25KNew |
$1.08M - $1.28M
|
25K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.9KNew |
$687K - $813K
|
15.9K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.51KNew |
$325K - $385K
|
7.51K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8KNew |
$346K - $410K
|
8K
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200Closed |
$8.66K - $10.2K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.19K- 3.62% |
$51.5K - $60.8K
|
31.7K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300+ 60.0% |
$13K - $15.4K
|
800
$41.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.7K
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.69% |
$85.4 - $92.1
|
120
$6.17K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$17K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$458K - $493K
|
10.7K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.04KNew |
$87K - $93.8K
|
2.04K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-15.2K- 98.14% |
$650K - $701K
|
288
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33New |
$1.41K - $1.52K
|
33
$1.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 1.91% |
$5.76K - $6.21K
|
7.2K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.11KNew |
$346K - $373K
|
8.11K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-378- 2.06% |
$16.1K - $17.4K
|
18K
$926K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$17K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-183- 3.51% |
$7.81K - $8.42K
|
5.02K
$258K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.74KNew |
$238K - $276K
|
5.74K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-150- 3.31% |
$6.22K - $7.21K
|
4.38K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
383+ 21.13% |
$15.9K - $18.4K
|
2.2K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-252- 0.94% |
$10.4K - $12.1K
|
26.4K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.2KNew |
$49.7K - $57.7K
|
1.2K
$61.7K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
642+ 31.72% |
$26.6K - $30.9K
|
2.67K
$137K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$82.9K - $96.2K
|
2K
$103K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 1.77% |
$4.35K - $5.05K
|
6.05K
$311K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99.6KNew |
$4.13M - $4.79M
|
99.6K
$5.12M
|
|
| Q4 2022 | |||||||
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.6% |
$77.9 - $89.7
|
127
$6.53K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120New |
$4.68K - $5.38K
|
120
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$195K - $224K
|
5K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.9K - $4.49K
|
100
$5.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.78KNew |
$264K - $304K
|
6.78K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20.3KClosed |
$791K - $911K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6New |
$234 - $269
|
6
$309
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-880- 0.87% |
$34.3K - $39.5K
|
99.8K
$5.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.91% |
$2.14K - $2.47K
|
6.08K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
300New |
$11.7K - $13.5K
|
300
$15.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.6KNew |
$296K - $341K
|
7.6K
$391K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.88KNew |
$190K - $219K
|
4.88K
$251K
|
|