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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-465- 3.89% |
$19.3K - $22.4K
|
11.5K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-500- 14.29% |
$20.7K - $24K
|
3K
$154K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-545- 13.39% |
$22.6K - $26.2K
|
3.52K
$181K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-546- 0.59% |
$22.6K - $26.3K
|
91.4K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-658- 7.92% |
$27.3K - $31.6K
|
7.65K
$393K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-682- 80.52% |
$28.3K - $32.8K
|
165
$8.46K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-699- 4.86% |
$29K - $33.6K
|
13.7K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-717- 95.6% |
$29.7K - $34.5K
|
33
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-738- 11.31% |
$30.6K - $35.5K
|
5.79K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-893- 9.57% |
$37K - $42.9K
|
8.44K
$433K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.1K- 3.41% |
$45.6K - $52.9K
|
31.2K
$1.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 6.12% |
$49K - $56.9K
|
18.2K
$931K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24K- 20.23% |
$51.3K - $59.5K
|
4.88K
$250K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 23.48% |
$58K - $67.3K
|
4.56K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.5K- 9.42% |
$62.3K - $72.3K
|
14.5K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.62K- 17.76% |
$67.1K - $77.9K
|
7.5K
$385K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.05K- 12.74% |
$84.8K - $98.4K
|
14K
$719K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.03K- 32.67% |
$126K - $146K
|
6.25K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.1K- 1.19% |
$128K - $149K
|
257K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.25K- 22.31% |
$176K - $204K
|
14.8K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5.91K- 5.52% |
$245K - $284K
|
101K
$5.19M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.53K- 44.42% |
$271K - $314K
|
8.17K
$419K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.78K- 30.27% |
$323K - $374K
|
17.9K
$920K
|
|
|
May 11, 2023
Q1 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-8.8K- 13.19% |
$364K - $423K
|
57.9K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1K- 45.87% |
$418K - $485K
|
11.9K
$610K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 34.44% |
$544K - $631K
|
25K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.4K- 42.17% |
$556K - $645K
|
18.4K
$943K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 27.25% |
$626K - $726K
|
40.3K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16.7K- 20.05% |
$690K - $801K
|
66.4K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.2K- 62.8% |
$753K - $873K
|
10.8K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-21K- 97.0% |
$870K - $1.01M
|
650
$33.3K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-30.3K- 9.36% |
$1.26M - $1.46M
|
293K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-33.2K- 81.65% |
$1.38M - $1.6M
|
7.46K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.7K- 5.65% |
$1.94M - $2.25M
|
781K
$40M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.7K- 3.89% |
$2.18M - $2.53M
|
1.3M
$66.8M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-122K- 34.11% |
$5.06M - $5.87M
|
236K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.87M- 24.84% |
$77.6M - $90M
|
5.66M
$291M
|