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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.03KNew |
$111K - $130K
|
2.03K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$76.8K - $89.9K
|
1.4K
$71.8K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 12.09% |
$74.8K - $87.6K
|
12.6K
$648K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
913New |
$50.1K - $58.6K
|
913
$46.8K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
900New |
$49.4K - $57.8K
|
900
$46.2K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
900+ 3.85% |
$49.4K - $57.8K
|
24.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
867+ 7.09% |
$47.6K - $55.7K
|
13.1K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
841+ 1.1% |
$46.1K - $54K
|
77K
$3.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
794+ 13.77% |
$43.6K - $51K
|
6.56K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
750+ 10.0% |
$41.1K - $48.1K
|
8.25K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
690+ 0.36% |
$37.8K - $44.3K
|
194K
$9.94M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
682+ 413.33% |
$37.4K - $43.8K
|
847
$43.4K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
679New |
$37.2K - $43.6K
|
679
$34.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
671+ 6.7% |
$36.8K - $43.1K
|
10.7K
$548K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
562+ 3.25% |
$30.8K - $36.1K
|
17.8K
$915K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$27.4K - $32.1K
|
500
$25.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
498+ 5.31% |
$27.3K - $32K
|
9.88K
$507K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
430+ 1.51% |
$23.6K - $27.6K
|
28.9K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
350New |
$19.2K - $22.5K
|
350
$18K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
235New |
$12.9K - $15.1K
|
235
$12.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200+ 60.61% |
$11K - $12.8K
|
530
$27.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$11K - $12.8K
|
200
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190+ 2.15% |
$10.4K - $12.2K
|
9.03K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
154+ 2.67% |
$8.45K - $9.89K
|
5.93K
$304K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
143New |
$7.84K - $9.18K
|
143
$7.33K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
128+ 1.34% |
$7.02K - $8.22K
|
9.71K
$498K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
80New |
$4.39K - $5.14K
|
80
$4.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63+ 0.97% |
$3.46K - $4.04K
|
6.54K
$335K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 0.94% |
$3.4K - $3.98K
|
6.67K
$342K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 0.84% |
$2.96K - $3.47K
|
6.48K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 0.52% |
$2.69K - $3.15K
|
9.39K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 0.54% |
$2.36K - $2.76K
|
8K
$410K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40+ 0.64% |
$2.19K - $2.57K
|
6.27K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35+ 0.18% |
$1.92K - $2.25K
|
19.2K
$984K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$1.54K - $1.8K
|
28
$1.44K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.57% |
$1.37K - $1.6K
|
4.44K
$228K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23+ 0.65% |
$1.26K - $1.48K
|
3.56K
$183K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12+ 0.35% |
$658 - $770
|
3.47K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 1.36% |
$658 - $770
|
897
$46K
|
|
|
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
$513
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8+ 0.11% |
$439 - $514
|
7.53K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$439 - $514
|
9.7K
$497K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 1.3% |
$439 - $514
|
625
$32.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 1.12% |
$274 - $321
|
453
$23.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.01% |
$219 - $257
|
37K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.42% |
$165 - $193
|
215
$11K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.91% |
$165 - $193
|
160
$8.21K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$110 - $128
|
6.99K
$358K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.97% |
$54.9 - $64.2
|
104
$5.33K
|