Purchases and Sales Made in Q1 2025 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q1 2025. 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 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.53M+ 12.28% |
$130M - $150M
|
23.1M
$1.27B
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
405K+ 30.0% |
$20.8M - $24M
|
1.75M
$96.6M
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
370K+ 14.16% |
$19M - $21.9M
|
2.98M
$164M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
297K+ 3.35% |
$15.2M - $17.6M
|
9.17M
$504M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
147K+ 29.45% |
$7.52M - $8.69M
|
645K
$35.5M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
114K+ 59.51% |
$5.83M - $6.73M
|
305K
$16.8M
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
92.2K+ 15.49% |
$4.73M - $5.46M
|
687K
$37.8M
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
74.6KNew |
$3.83M - $4.42M
|
74.6K
$4.1M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
74.6KNew |
$3.83M - $4.42M
|
74.6K
$4.1M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.3K+ 785.08% |
$3.2M - $3.69M
|
70.3K
$3.87M
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
61K+ 79.22% |
$3.13M - $3.61M
|
138K
$7.59M
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
45.9K+ 2.6% |
$2.36M - $2.72M
|
1.81M
$99.6M
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
44K+ 4.95% |
$2.26M - $2.61M
|
933K
$51.3M
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
31.3KNew |
$1.61M - $1.86M
|
31.3K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
30.8KNew |
$1.58M - $1.83M
|
30.8K
$1.7M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 47.65% |
$1.57M - $1.82M
|
95K
$5.23M
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
27.2KNew |
$1.4M - $1.61M
|
27.2K
$1.5M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
25.8KNew |
$1.32M - $1.53M
|
25.8K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 34.17% |
$1.3M - $1.5M
|
99.7K
$5.49M
|
|
May 14, 2025
Q1 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
20K+ 55.56% |
$1.03M - $1.19M
|
56K
$3.08M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.6KNew |
$1.01M - $1.16M
|
19.6K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.7K+ 21.89% |
$858K - $991K
|
93.2K
$5.13M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.1KNew |
$827K - $955K
|
16.1K
$887K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 16.27% |
$585K - $675K
|
81.5K
$4.48M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 40.68% |
$543K - $627K
|
36.6K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.59K+ 6.41% |
$492K - $568K
|
159K
$8.76M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.27KNew |
$475K - $549K
|
9.27K
$510K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.09KNew |
$466K - $539K
|
9.09K
$500K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.78KNew |
$399K - $461K
|
7.78K
$428K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
7.62KNew |
$391K - $451K
|
7.62K
$419K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.99K+ 3.93% |
$358K - $414K
|
185K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$276K - $319K
|
5.38K
$296K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.13KNew |
$263K - $304K
|
5.13K
$282K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.03K+ 18.75% |
$258K - $298K
|
31.8K
$1.75M
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5KNew |
$256K - $296K
|
5K
$275K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8KNew |
$246K - $284K
|
4.8K
$264K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.44KNew |
$228K - $263K
|
4.44K
$244K
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.38KNew |
$225K - $260K
|
4.38K
$241K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.38KNew |
$224K - $259K
|
4.38K
$241K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.15KNew |
$213K - $246K
|
4.15K
$229K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.12KNew |
$211K - $244K
|
4.12K
$227K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.8KNew |
$195K - $225K
|
3.8K
$209K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.8KNew |
$195K - $225K
|
3.8K
$209K
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.76KNew |
$193K - $223K
|
3.76K
$207K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.75KNew |
$192K - $222K
|
3.75K
$206K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.72KNew |
$191K - $220K
|
3.72K
$204K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$187K - $216K
|
3.65K
$201K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.53KNew |
$181K - $209K
|
3.53K
$194K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$193K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.51KNew |
$180K - $208K
|
3.51K
$193K
|