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 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.83KNew |
$190K - $230K
|
3.83K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $220K
|
3.65K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.6KNew |
$179K - $216K
|
3.6K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.55K+ 573.79% |
$176K - $213K
|
4.16K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.49K+ 1.46% |
$173K - $210K
|
242K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.46K+ 55.12% |
$172K - $208K
|
9.73K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.98K+ 63.48% |
$148K - $179K
|
7.67K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.24KNew |
$111K - $135K
|
2.24K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.1K+ 39.08% |
$105K - $126K
|
7.48K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.05KNew |
$102K - $123K
|
2.05K
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2K+ 45.62% |
$99.5K - $120K
|
6.38K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.9K+ 27.19% |
$94.5K - $114K
|
8.89K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.69K+ 21.3% |
$83.9K - $101K
|
9.61K
$536K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.65KNew |
$82.1K - $99.2K
|
1.65K
$92.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.59K+ 6.5% |
$79.2K - $95.8K
|
26.1K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.48K+ 5.79% |
$73.7K - $89.2K
|
27.1K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47KNew |
$73K - $88.2K
|
1.47K
$81.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.39K+ 3.27% |
$69.3K - $83.8K
|
44K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3KNew |
$64.4K - $77.9K
|
1.3K
$72.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23K+ 18.38% |
$60.9K - $73.7K
|
7.89K
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.18K+ 34.18% |
$58.5K - $70.7K
|
4.62K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.14KNew |
$56.8K - $68.7K
|
1.14K
$63.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09K+ 465.53% |
$54.4K - $65.8K
|
1.33K
$74.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 6.09% |
$54K - $65.3K
|
18.9K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04K+ 3.07% |
$51.9K - $62.8K
|
35K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03K+ 9.21% |
$51.1K - $61.8K
|
12.2K
$680K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
932+ 24.63% |
$46.3K - $56K
|
4.72K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
901New |
$44.8K - $54.2K
|
901
$50.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
887+ 5.84% |
$44.1K - $53.3K
|
16.1K
$897K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
876+ 684.38% |
$43.6K - $52.7K
|
1K
$56K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
864+ 24.37% |
$43K - $52K
|
4.41K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
860+ 8.19% |
$42.8K - $51.7K
|
11.4K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
845New |
$42K - $50.8K
|
845
$47.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
810New |
$40.3K - $48.7K
|
810
$45.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
807+ 3.27% |
$40.1K - $48.5K
|
25.5K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
784New |
$39K - $47.1K
|
784
$43.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
704+ 15.14% |
$35K - $42.3K
|
5.35K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
666New |
$33.1K - $40K
|
666
$37.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650New |
$32.3K - $39.1K
|
650
$36.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
633+ 6.52% |
$31.5K - $38.1K
|
10.3K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
613+ 2.39% |
$30.5K - $36.9K
|
26.3K
$1.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 80.0% |
$29.8K - $36.1K
|
1.35K
$75.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
574New |
$28.5K - $34.5K
|
574
$32K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
570+ 5.77% |
$28.3K - $34.3K
|
10.4K
$583K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
564+ 16.9% |
$28K - $33.9K
|
3.9K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
560New |
$27.8K - $33.7K
|
560
$31.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
490+ 7.5% |
$24.4K - $29.5K
|
7.03K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
490+ 6.76% |
$24.4K - $29.5K
|
7.74K
$432K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
391+ 4.91% |
$19.4K - $23.5K
|
8.35K
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
388+ 2.59% |
$19.3K - $23.3K
|
15.4K
$859K
|