Latest Institutional Purchases of Sunoco LP (SUN)
This list provides information on the latest institutional transactions involving Sunoco LP (SUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$208K - $243K
|
3.79K
$194K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$185K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$185K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 29.83% |
$158K - $185K
|
12.5K
$640K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$76.8K - $89.9K
|
1.4K
$71.5K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
900New |
$49.4K - $57.8K
|
900
$46K
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
750+ 10.0% |
$41.1K - $48.1K
|
8.25K
$421K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
679New |
$37.2K - $43.6K
|
679
$34.7K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$27.4K - $32.1K
|
500
$25.5K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$1.54K - $1.8K
|
28
$1.43K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.57% |
$1.37K - $1.6K
|
4.44K
$227K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.65% |
$1.26K - $1.48K
|
3.56K
$182K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12+ 0.35% |
$658 - $770
|
3.47K
$177K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.32% |
$603 - $706
|
3.5K
$179K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$549 - $642
|
10
$511
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
82KNew |
$3.86M - $5.12M
|
82K
$4.19M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$710K - $943K
|
15.1K
$772K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.93KNew |
$420K - $558K
|
8.93K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.29KNew |
$202K - $268K
|
4.29K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.04KNew |
$190K - $252K
|
4.04K
$206K
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.8KNew |
$179K - $237K
|
3.8K
$194K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.79KNew |
$178K - $237K
|
3.79K
$193K
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.6KNew |
$169K - $225K
|
3.6K
$184K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.59KNew |
$169K - $224K
|
3.59K
$183K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$168K - $223K
|
3.56K
$182K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$165K - $219K
|
3.5K
$179K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.4KNew |
$160K - $212K
|
3.4K
$174K
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.34KNew |
$157K - $209K
|
3.34K
$171K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3K+ 42.86% |
$141K - $187K
|
10K
$511K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.25KNew |
$106K - $141K
|
2.25K
$115K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$25.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$25.5K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
280New |
$13.2K - $17.5K
|
280
$14.3K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
135New |
$6.35K - $8.43K
|
135
$6.9K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 186.0% |
$4.37K - $5.81K
|
143
$7.3K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$3.72K - $4.93K
|
79
$4.04K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
45+ 90.0% |
$2.12K - $2.81K
|
95
$4.85K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 1.58% |
$800 - $1.06K
|
1.09K
$55.9K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.0% |
$94.1 - $125
|
102
$5.21K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 7.69% |
$47 - $62.5
|
14
$715
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
76.9KNew |
$3.33M - $3.94M
|
76.9K
$3.93M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
25KNew |
$1.08M - $1.28M
|
25K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$749K - $886K
|
17.3K
$884K
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.9KNew |
$687K - $813K
|
15.9K
$811K
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8KNew |
$346K - $410K
|
8K
$409K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.51KNew |
$325K - $385K
|
7.51K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.32KNew |
$187K - $221K
|
4.32K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.11KNew |
$178K - $211K
|
4.11K
$210K
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.5K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$25.5K
|