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 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.52KNew |
$272K - $318K
|
7.52K
$386K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
41+ 2.11% |
$1.48K - $1.73K
|
1.98K
$102K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$72.2 - $84.6
|
2
$103
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
PUT |
500New |
$18.1K - $21.1K
|
500
$25.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-355- 65.02% |
$12.8K - $15K
|
191
$9.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5KClosed |
$178K - $222K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14.2KClosed |
$504K - $628K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.81KNew |
$242K - $302K
|
6.81K
$349K
|
|
|
Aug 10, 2022
Q2 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
5.89KNew |
$210K - $261K
|
5.89K
$302K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.02KClosed |
$179K - $222K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-348Closed |
$12.4K - $15.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Park Circle CO
|
BUY
|
- |
11.6K+ 46.87% |
$413K - $514K
|
36.4K
$1.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100Closed |
$3.56K - $4.44K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
424New |
$15.1K - $18.8K
|
424
$21.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-156Closed |
$5.56K - $6.92K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-14.8KClosed |
$526K - $655K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.6KNew |
$271K - $337K
|
7.6K
$390K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-261Closed |
$9.29K - $11.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2KNew |
$71.2K - $88.7K
|
2K
$103K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-450- 1.06% |
$16K - $20K
|
42K
$2.16M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-700Closed |
$24.9K - $31K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-600Closed |
$24K - $28K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-343- 36.37% |
$13.7K - $16K
|
600
$30.8K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6KClosed |
$240K - $280K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$865K - $1.01M
|
21.6K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.13KClosed |
$125K - $146K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-201- 1.87% |
$8.04K - $9.39K
|
10.5K
$540K
|
|
|
May 13, 2022
Q1 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-35KClosed |
$1.4M - $1.63M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
450New |
$18K - $21K
|
450
$23.1K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.87KClosed |
$235K - $274K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8KClosed |
$473K - $551K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.6KClosed |
$466K - $543K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-260Closed |
$10.4K - $12.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-350Closed |
$14K - $16.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$120 - $140
|
3
$154
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-60.4KClosed |
$2.42M - $2.82M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$360 - $420
|
9
$462
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$3.73K - $4.21K
|
100
$5.13K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1KNew |
$37.3K - $42.1K
|
1K
$51.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
200New |
$7.47K - $8.41K
|
200
$10.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300Closed |
$11.2K - $12.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-250Closed |
$9.34K - $10.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-108KClosed |
$4.04M - $4.56M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 2.1% |
$784 - $883
|
1.02K
$52.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-266Closed |
$9.93K - $11.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
7KNew |
$246K - $272K
|
7K
$359K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7KClosed |
$246K - $272K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-60KClosed |
$2.11M - $2.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
10K+ 1.69% |
$351K - $388K
|
600K
$30.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-104KClosed |
$3.64M - $4.02M
|
0
$0
|
|