Purchases and Sales Made in Q2 2023 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
633+ 4.51% |
$27K - $29.1K
|
14.7K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
626+ 4.02% |
$26.7K - $28.8K
|
16.2K
$831K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 46.13% |
$21.4K - $23K
|
1.58K
$81.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$16.9K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
330New |
$14.1K - $15.2K
|
330
$16.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
306+ 0.76% |
$13.1K - $14.1K
|
40.6K
$2.08M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
250New |
$10.7K - $11.5K
|
250
$12.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238+ 1.11% |
$10.2K - $11K
|
21.6K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
207+ 2.07% |
$8.84K - $9.53K
|
10.2K
$523K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
200New |
$8.54K - $9.21K
|
200
$10.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
199+ 39.64% |
$8.5K - $9.16K
|
701
$36K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
182+ 2.84% |
$7.77K - $8.38K
|
6.59K
$338K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 1.91% |
$5.76K - $6.21K
|
7.2K
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
93+ 1.92% |
$3.97K - $4.28K
|
4.93K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83+ 1.33% |
$3.54K - $3.82K
|
6.33K
$325K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
67New |
$2.86K - $3.08K
|
67
$3.44K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
58+ 0.32% |
$2.48K - $2.67K
|
18K
$925K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33New |
$1.41K - $1.52K
|
33
$1.69K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
31+ 0.07% |
$1.32K - $1.43K
|
41.5K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 1.93% |
$854 - $921
|
1.06K
$54.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 0.23% |
$683 - $736
|
6.9K
$354K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
16+ 1.88% |
$683 - $736
|
866
$44.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$427 - $460
|
10.8K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.99% |
$171 - $184
|
205
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.41% |
$171 - $184
|
969
$49.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.81% |
$128 - $138
|
372
$19.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.69% |
$85.4 - $92.1
|
120
$6.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.69% |
$85.4 - $92.1
|
120
$6.15K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$85.4 - $92.1
|
6.23K
$320K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.01% |
$42.7 - $46
|
6.73K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 2.08% |
$42.7 - $46
|
49
$2.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.03% |
$641 - $690
|
51K
$2.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-43- 1.22% |
$1.84K - $1.98K
|
3.48K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-75- 0.87% |
$3.2K - $3.45K
|
8.5K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 0.12% |
$3.54K - $3.82K
|
69.3K
$3.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 7.41% |
$4.27K - $4.6K
|
1.25K
$64.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-150- 0.48% |
$6.41K - $6.9K
|
31K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-180- 2.45% |
$7.69K - $8.29K
|
7.18K
$368K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-183- 3.51% |
$7.81K - $8.42K
|
5.02K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-227- 1.93% |
$9.69K - $10.4K
|
11.5K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-350- 1.05% |
$14.9K - $16.1K
|
32.9K
$1.69M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-378- 2.06% |
$16.1K - $17.4K
|
18K
$924K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-446- 1.12% |
$19K - $20.5K
|
39.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-500- 50.0% |
$21.4K - $23K
|
500
$25.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-506- 8.75% |
$21.6K - $23.3K
|
5.28K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-513- 8.27% |
$21.9K - $23.6K
|
5.69K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-560- 4.61% |
$23.9K - $25.8K
|
11.6K
$595K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-574- 21.6% |
$24.5K - $26.4K
|
2.08K
$107K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-574- 21.6% |
$24.5K - $26.4K
|
2.08K
$107K
|