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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.4KNew |
$160K - $212K
|
3.4K
$181K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.34KNew |
$157K - $209K
|
3.34K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3K+ 42.86% |
$141K - $187K
|
10K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.25KNew |
$106K - $141K
|
2.25K
$119K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$26.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$23.5K - $31.2K
|
500
$26.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
280New |
$13.2K - $17.5K
|
280
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
135New |
$6.35K - $8.43K
|
135
$7.16K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 186.0% |
$4.37K - $5.81K
|
143
$7.59K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$3.72K - $4.93K
|
79
$4.19K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
45+ 90.0% |
$2.12K - $2.81K
|
95
$5.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 2.0% |
$94.1 - $125
|
102
$5.41K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 7.69% |
$47 - $62.5
|
14
$743
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
76.9KNew |
$3.33M - $3.94M
|
76.9K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
25KNew |
$1.08M - $1.28M
|
25K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.9KNew |
$687K - $813K
|
15.9K
$842K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8KNew |
$346K - $410K
|
8K
$425K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.51KNew |
$325K - $385K
|
7.51K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.32KNew |
$187K - $221K
|
4.32K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$26.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$21.7K - $25.6K
|
500
$26.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300+ 60.0% |
$13K - $15.4K
|
800
$42.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$458K - $493K
|
10.7K
$569K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.11KNew |
$346K - $373K
|
8.11K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.04KNew |
$87K - $93.8K
|
2.04K
$108K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$17.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$17.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 1.91% |
$5.76K - $6.21K
|
7.2K
$382K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$2.86K - $3.08K
|
67
$3.56K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33New |
$1.41K - $1.52K
|
33
$1.75K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.69% |
$85.4 - $92.1
|
120
$6.37K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
99.6KNew |
$4.13M - $4.79M
|
99.6K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.74KNew |
$238K - $276K
|
5.74K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$82.9K - $96.2K
|
2K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.2KNew |
$49.7K - $57.7K
|
1.2K
$63.7K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
642+ 31.72% |
$26.6K - $30.9K
|
2.67K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
383+ 21.13% |
$15.9K - $18.4K
|
2.2K
$117K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 1.77% |
$4.35K - $5.05K
|
6.05K
$321K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.6KNew |
$296K - $341K
|
7.6K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.78KNew |
$264K - $304K
|
6.78K
$360K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.79KNew |
$226K - $260K
|
5.79K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$195K - $224K
|
5K
$265K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.88KNew |
$190K - $219K
|
4.88K
$259K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$70K - $80.6K
|
1.8K
$95.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$19.5K - $22.4K
|
500
$26.5K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
300New |
$11.7K - $13.5K
|
300
$15.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$7.79K - $8.97K
|
200
$10.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
120New |
$4.68K - $5.38K
|
120
$6.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
100New |
$3.9K - $4.49K
|
100
$5.31K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
55+ 0.91% |
$2.14K - $2.47K
|
6.08K
$323K
|
|