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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$180K - $207K
|
3.5K
$193K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.43KNew |
$176K - $203K
|
3.43K
$189K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.3K+ 36.7% |
$169K - $196K
|
12.3K
$676K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.61K+ 86.43% |
$134K - $155K
|
5.63K
$310K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.35K+ 51.93% |
$121K - $139K
|
6.88K
$379K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 17.67% |
$119K - $138K
|
15.5K
$851K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.12K+ 0.62% |
$109K - $126K
|
347K
$19.1M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.95K+ 17.25% |
$99.9K - $115K
|
13.2K
$728K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 6.0% |
$94.6K - $109K
|
32.6K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.76K+ 4.13% |
$90.1K - $104K
|
44.3K
$2.44M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.61K+ 3.35% |
$82.4K - $95.2K
|
49.5K
$2.73M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 95.43% |
$71.8K - $83K
|
2.87K
$158K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 8.44% |
$61.5K - $71.1K
|
15.4K
$849K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.2K+ 11.38% |
$61.5K - $71.1K
|
11.7K
$646K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 4.75% |
$58.7K - $67.8K
|
25.2K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 9.83% |
$55.8K - $64.5K
|
12.2K
$669K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.08KNew |
$55.3K - $63.9K
|
1.08K
$59.3K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 110.09% |
$54.8K - $63.3K
|
2.04K
$112K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.06K+ 3.4% |
$54.2K - $62.6K
|
32.1K
$1.77M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 7.81% |
$53.6K - $62K
|
14.4K
$795K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
936+ 936.0% |
$48K - $55.5K
|
1.04K
$57K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 6.71% |
$41.6K - $48.1K
|
12.9K
$711K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
795+ 4.8% |
$40.8K - $47.1K
|
17.4K
$955K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
668+ 7.45% |
$34.3K - $39.6K
|
9.64K
$530K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
665+ 1.96% |
$34.1K - $39.4K
|
34.7K
$1.91M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
646+ 8.61% |
$33.1K - $38.3K
|
8.15K
$448K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
616+ 15.81% |
$31.6K - $36.5K
|
4.51K
$248K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 7.28% |
$25.6K - $29.6K
|
7.37K
$405K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
419+ 17.13% |
$21.5K - $24.8K
|
2.87K
$158K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
406New |
$20.8K - $24.1K
|
406
$22.3K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
351+ 4.92% |
$18K - $20.8K
|
7.48K
$412K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
344+ 18.77% |
$17.6K - $20.4K
|
2.18K
$120K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
320+ 1.96% |
$16.4K - $19K
|
16.6K
$915K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
309+ 1.72% |
$15.8K - $18.3K
|
18.3K
$1.01M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 5.6% |
$14.3K - $16.5K
|
5.26K
$290K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
274+ 2.3% |
$14.1K - $16.2K
|
12.2K
$669K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
248+ 14.53% |
$12.7K - $14.7K
|
1.96K
$108K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
208+ 1.88% |
$10.7K - $12.3K
|
11.3K
$619K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$10.3K - $11.9K
|
200
$11K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
186+ 2.21% |
$9.54K - $11K
|
8.59K
$473K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
181New |
$9.28K - $10.7K
|
181
$9.96K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
174+ 0.24% |
$8.92K - $10.3K
|
72.2K
$3.97M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
157+ 2.89% |
$8.05K - $9.3K
|
5.58K
$307K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150+ 13.71% |
$7.69K - $8.89K
|
1.24K
$68.5K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
148New |
$7.59K - $8.77K
|
148
$8.14K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
144+ 3.3% |
$7.39K - $8.53K
|
4.5K
$248K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
120New |
$6.15K - $7.11K
|
120
$6.6K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
118+ 2.8% |
$6.05K - $6.99K
|
4.33K
$239K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
105+ 0.68% |
$5.39K - $6.22K
|
15.5K
$853K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
103New |
$5.28K - $6.1K
|
103
$5.67K
|