Purchases and Sales Made in Q1 2024 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q1 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 90.87% |
$11.1M - $13M
|
425K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
184K+ 1.93% |
$10.1M - $11.8M
|
9.68M
$498M
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
174KNew |
$9.55M - $11.2M
|
174K
$8.96M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2K+ 17.76% |
$3.47M - $4.06M
|
419K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
41K+ 202.93% |
$2.25M - $2.63M
|
61.2K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
35.4KNew |
$1.94M - $2.27M
|
35.4K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.5K+ 109.04% |
$1.78M - $2.09M
|
62.4K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
24.5K+ 332.07% |
$1.35M - $1.58M
|
31.9K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.34M - $1.57M
|
24.5K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.2KNew |
$1.33M - $1.55M
|
24.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9KNew |
$1.31M - $1.54M
|
23.9K
$1.23M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1KNew |
$1.21M - $1.42M
|
22.1K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
20.4K+ 11.05% |
$1.12M - $1.31M
|
205K
$10.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
17.8K+ 4.23% |
$974K - $1.14M
|
437K
$22.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.2KNew |
$833K - $975K
|
15.2K
$782K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 8.99% |
$717K - $839K
|
159K
$8.16M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.2KNew |
$667K - $780K
|
12.2K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$633K - $741K
|
11.5K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.3KNew |
$620K - $726K
|
11.3K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 12.29% |
$594K - $695K
|
99K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.63KNew |
$473K - $554K
|
8.63K
$444K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.09K+ 10.5% |
$444K - $519K
|
85.1K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.95K+ 40.44% |
$436K - $510K
|
27.6K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21KNew |
$395K - $463K
|
7.21K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
6.95KNew |
$381K - $446K
|
6.95K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
6.88K+ 1.27% |
$378K - $442K
|
548K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.14KNew |
$337K - $394K
|
6.14K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.93K+ 31.68% |
$325K - $381K
|
24.7K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.84KNew |
$320K - $375K
|
5.84K
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.54KNew |
$304K - $356K
|
5.54K
$285K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.48KNew |
$300K - $351K
|
5.48K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$274K - $321K
|
5K
$257K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.69KNew |
$257K - $301K
|
4.69K
$242K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.38KNew |
$240K - $281K
|
4.38K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.12KNew |
$226K - $264K
|
4.12K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.06K+ 110.06% |
$223K - $260K
|
7.75K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.79KNew |
$208K - $243K
|
3.79K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$199K - $233K
|
3.63K
$187K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.55KNew |
$195K - $228K
|
3.55K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.34KNew |
$183K - $214K
|
3.34K
$172K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.33KNew |
$182K - $214K
|
3.33K
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.33K+ 14.93% |
$182K - $213K
|
25.6K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.23K+ 3.1% |
$177K - $207K
|
107K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 29.83% |
$158K - $185K
|
12.5K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.7K+ 18.74% |
$148K - $173K
|
17.1K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.69K+ 29.82% |
$148K - $173K
|
11.7K
$603K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.49K+ 86.32% |
$137K - $160K
|
5.38K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.38K+ 5.92% |
$131K - $153K
|
42.6K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.06K+ 38.36% |
$113K - $132K
|
7.41K
$382K
|