Purchases and Sales Made in Q2 2024 in Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN) during Q2 2024. 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 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.7KNew |
$782K - $946K
|
15.7K
$878K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 40.8% |
$750K - $907K
|
52.1K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.8KNew |
$735K - $889K
|
14.8K
$825K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$733K - $886K
|
14.7K
$823K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 110.98% |
$723K - $874K
|
27.6K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$694K - $839K
|
14K
$779K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
13.6KNew |
$678K - $819K
|
13.6K
$760K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$673K - $814K
|
13.5K
$756K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
13.1K+ 82.56% |
$651K - $787K
|
28.9K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$614K - $742K
|
12.3K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
10.8K+ 107.71% |
$538K - $650K
|
20.9K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$506K - $612K
|
10.2K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.64KNew |
$480K - $580K
|
9.64K
$538K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.56KNew |
$475K - $575K
|
9.56K
$534K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.51KNew |
$473K - $572K
|
9.51K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
9.16KNew |
$456K - $551K
|
9.16K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.99KNew |
$447K - $541K
|
8.99K
$502K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.76K+ 39.59% |
$436K - $527K
|
30.9K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
8.21KNew |
$408K - $494K
|
8.21K
$458K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
8.17KNew |
$406K - $491K
|
8.17K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8K+ 100.0% |
$398K - $481K
|
16K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.57K+ 44.25% |
$377K - $455K
|
24.7K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.5K+ 207.41% |
$373K - $451K
|
11.1K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.3KNew |
$363K - $439K
|
7.3K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.95KNew |
$346K - $418K
|
6.95K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.63K+ 152.66% |
$330K - $399K
|
11K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.49KNew |
$323K - $390K
|
6.49K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.26KNew |
$311K - $377K
|
6.26K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.23KNew |
$310K - $375K
|
6.23K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.23K+ 307.8% |
$310K - $375K
|
8.26K
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.12KNew |
$304K - $368K
|
6.12K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.99KNew |
$298K - $360K
|
5.99K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.88K+ 30.63% |
$292K - $353K
|
25.1K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.76KNew |
$286K - $346K
|
5.76K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
5.32K+ 37.46% |
$265K - $320K
|
19.5K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$262K - $317K
|
5.27K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.16KNew |
$257K - $310K
|
5.16K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
5KNew |
$249K - $301K
|
5K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
4.95KNew |
$246K - $298K
|
4.95K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.93KNew |
$245K - $296K
|
4.93K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.88KNew |
$243K - $293K
|
4.88K
$272K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.76KNew |
$237K - $286K
|
4.76K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.72K+ 86.26% |
$235K - $284K
|
10.2K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.45K+ 133.81% |
$221K - $268K
|
7.78K
$434K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.38KNew |
$218K - $264K
|
4.38K
$245K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.17KNew |
$207K - $251K
|
4.17K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 52.76% |
$203K - $246K
|
11.8K
$661K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial Group Inc
|
BUY
|
- |
4K+ 25.81% |
$199K - $241K
|
19.5K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$199K - $240K
|
4K
$223K
|