Purchases and Sales Made in Q1 2023 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q1 2023. The information is specifically focused on institutions that hold shares of Sunoco LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
642+ 31.72% |
$26.6K - $30.9K
|
2.67K
$137K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$30.8K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
568+ 5.47% |
$23.5K - $27.3K
|
10.9K
$562K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
557+ 8.19% |
$23.1K - $26.8K
|
7.36K
$378K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
548+ 5.34% |
$22.7K - $26.4K
|
10.8K
$555K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
500+ 25000.0% |
$20.7K - $24K
|
502
$25.7K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500+ 50.0% |
$20.7K - $24K
|
1.5K
$76.9K
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
500+ 0.78% |
$20.7K - $24K
|
64.7K
$3.32M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
476+ 0.2% |
$19.7K - $22.9K
|
244K
$12.5M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
447+ 7.73% |
$18.5K - $21.5K
|
6.23K
$320K
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
444+ 2.93% |
$18.4K - $21.4K
|
15.6K
$799K
|
|
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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
372+ 62.73% |
$15.4K - $17.9K
|
965
$49.5K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
339+ 1.61% |
$14K - $16.3K
|
21.4K
$1.1M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
315+ 2.66% |
$13.1K - $15.1K
|
12.2K
$623K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
211+ 1.1% |
$8.74K - $10.1K
|
19.3K
$992K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
200+ 30.77% |
$8.29K - $9.62K
|
850
$43.6K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
200New |
$8.29K - $9.62K
|
200
$10.3K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118New |
$4.89K - $5.67K
|
118
$6.05K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
110+ 0.94% |
$4.56K - $5.29K
|
11.8K
$604K
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 1.77% |
$4.35K - $5.05K
|
6.05K
$311K
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
82+ 1.73% |
$3.4K - $3.94K
|
4.83K
$248K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$3.11K - $3.61K
|
75
$3.85K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 0.62% |
$2.24K - $2.6K
|
8.7K
$446K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
48New |
$1.99K - $2.31K
|
48
$2.46K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28+ 0.52% |
$1.16K - $1.35K
|
5.42K
$278K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.1% |
$995 - $1.15K
|
23.2K
$1.19M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.1% |
$414 - $481
|
10.3K
$528K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.34% |
$373 - $433
|
2.66K
$136K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.06% |
$249 - $289
|
10K
$513K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.1% |
$166 - $192
|
369
$18.9K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4New |
$166 - $192
|
4
$205
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.52% |
$124 - $144
|
201
$10.3K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.72% |
$82.9 - $96.2
|
118
$6.05K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.06% |
$124 - $144
|
5.21K
$267K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31- 0.04% |
$1.28K - $1.49K
|
71.4K
$3.66M
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-47- 0.26% |
$1.95K - $2.26K
|
18K
$922K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-60- 1.26% |
$2.49K - $2.89K
|
4.71K
$242K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-68- 1.05% |
$2.82K - $3.27K
|
6.41K
$329K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-81- 0.32% |
$3.36K - $3.9K
|
25.4K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-150- 3.31% |
$6.22K - $7.21K
|
4.38K
$225K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-162- 2.3% |
$6.71K - $7.79K
|
6.88K
$353K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-195- 1.44% |
$8.08K - $9.38K
|
13.4K
$686K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-246- 4.16% |
$10.2K - $11.8K
|
5.67K
$291K
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-252- 0.94% |
$10.4K - $12.1K
|
26.4K
$1.36M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-281- 0.69% |
$11.6K - $13.5K
|
40.2K
$2.06M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 47.77% |
$12.4K - $14.4K
|
328
$16.8K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-354- 1.32% |
$14.7K - $17K
|
26.4K
$1.35M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-356- 51.9% |
$14.8K - $17.1K
|
330
$16.9K
|