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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-668- 1.66% |
$28.5K - $30.7K
|
39.5K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-758- 28.26% |
$32.4K - $34.9K
|
1.92K
$98.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-793- 3.13% |
$33.9K - $36.5K
|
24.6K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-962- 11.36% |
$41.1K - $44.3K
|
7.51K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.03K- 0.19% |
$44K - $47.4K
|
548K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.33K- 99.03% |
$56.9K - $61.3K
|
13
$667
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.55K- 20.67% |
$66.2K - $71.3K
|
5.95K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.72K- 12.87% |
$73.5K - $79.2K
|
11.7K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 7.85% |
$77.8K - $83.9K
|
21.4K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.38K- 1.19% |
$102K - $109K
|
198K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.4K- 24.51% |
$102K - $110K
|
7.39K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.42K- 21.06% |
$103K - $111K
|
9.07K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 14.65% |
$112K - $121K
|
15.3K
$785K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.08K- 28.13% |
$132K - $142K
|
7.87K
$404K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.32K- 33.22% |
$142K - $153K
|
6.66K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.82K- 30.4% |
$163K - $176K
|
8.74K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.98K- 29.14% |
$213K - $229K
|
12.1K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5K- 30.45% |
$214K - $230K
|
11.4K
$586K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.04K- 48.99% |
$215K - $232K
|
5.25K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-5.67K- 9.79% |
$242K - $261K
|
52.2K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.77K- 8.69% |
$246K - $266K
|
60.6K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-6.88K- 2.68% |
$294K - $316K
|
250K
$12.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9.63K- 27.53% |
$411K - $443K
|
25.3K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-15.2K- 98.14% |
$650K - $701K
|
288
$14.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.7K- 62.74% |
$670K - $722K
|
9.31K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.4K- 22.31% |
$870K - $938K
|
71K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34K- 66.65% |
$1.45M - $1.56M
|
17K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.2K- 3.01% |
$1.67M - $1.8M
|
1.26M
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.1K- 6.94% |
$2.31M - $2.49M
|
726K
$37.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-56.8K- 86.77% |
$2.43M - $2.61M
|
8.66K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.7K- 29.28% |
$2.68M - $2.88M
|
151K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71.3K- 57.06% |
$3.05M - $3.28M
|
53.7K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-326K- 5.76% |
$13.9M - $15M
|
5.34M
$274M
|