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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.13K - $5.93K
|
100
$5.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$5.13K - $5.93K
|
100
$5.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
98+ 35.0% |
$5.03K - $5.81K
|
378
$20.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
97+ 0.89% |
$4.98K - $5.75K
|
10.9K
$602K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
75+ 326.09% |
$3.85K - $4.44K
|
98
$5.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
68+ 1.5% |
$3.49K - $4.03K
|
4.59K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
65+ 0.69% |
$3.33K - $3.85K
|
9.53K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54+ 1.09% |
$2.77K - $3.2K
|
4.99K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53+ 0.54% |
$2.72K - $3.14K
|
9.78K
$538K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52+ 0.2% |
$2.67K - $3.08K
|
25.7K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
35+ 0.27% |
$1.8K - $2.07K
|
13K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.35% |
$1.23K - $1.42K
|
6.86K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 7.63% |
$1.03K - $1.19K
|
282
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.15% |
$769 - $889
|
10.1K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.3% |
$718 - $830
|
4.64K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
14+ 1.48% |
$718 - $830
|
957
$52.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13+ 0.2% |
$667 - $770
|
6.66K
$366K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 1.53% |
$513 - $593
|
662
$36.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$462 - $533
|
9.21K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4+ 0.09% |
$205 - $237
|
4.5K
$248K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.14% |
$154 - $178
|
2.17K
$120K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.33% |
$154 - $178
|
229
$12.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.19% |
$103 - $119
|
170
$9.36K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$51.3 - $59.3
|
154K
$8.48M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$51.3 - $59.3
|
7.74K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$51.3 - $59.3
|
685K
$37.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.03K - $1.19K
|
7.99K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-50- 6.28% |
$2.56K - $2.96K
|
746
$41.1K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113- 0.34% |
$5.8K - $6.7K
|
33.5K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-144- 3.38% |
$7.39K - $8.53K
|
4.11K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-187- 15.02% |
$9.59K - $11.1K
|
1.06K
$58.2K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-200- 0.7% |
$10.3K - $11.9K
|
28.5K
$1.57M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 10.1% |
$10.3K - $11.9K
|
1.78K
$98K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-222- 1.77% |
$11.4K - $13.2K
|
12.3K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-230- 3.92% |
$11.8K - $13.6K
|
5.64K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-248- 2.42% |
$12.7K - $14.7K
|
10K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-337- 6.32% |
$17.3K - $20K
|
5K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-348- 0.88% |
$17.8K - $20.6K
|
39.1K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-348- 37.62% |
$17.8K - $20.6K
|
577
$31.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-353- 4.67% |
$18.1K - $20.9K
|
7.2K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-374- 3.69% |
$19.2K - $22.2K
|
9.76K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-448- 11.31% |
$23K - $26.5K
|
3.51K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-508- 6.83% |
$26.1K - $30.1K
|
6.93K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-515- 10.35% |
$26.4K - $30.5K
|
4.46K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-605- 2.32% |
$31K - $35.8K
|
25.5K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-607- 2.73% |
$31.1K - $36K
|
21.6K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-621- 0.52% |
$31.9K - $36.8K
|
118K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-630- 2.09% |
$32.3K - $37.3K
|
29.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-750- 11.54% |
$38.5K - $44.4K
|
5.75K
$316K
|