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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
352+ 3.9% |
$17.5K - $21.2K
|
9.38K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 466.67% |
$17.4K - $21K
|
425
$21.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
305New |
$15.2K - $18.3K
|
305
$15.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 18.94% |
$14.9K - $18K
|
1.88K
$96.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
293+ 3.66% |
$14.6K - $17.6K
|
8.3K
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
288+ 2.16% |
$14.3K - $17.3K
|
13.6K
$699K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
284+ 0.98% |
$14.1K - $17.1K
|
29.2K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
282+ 40.29% |
$14K - $17K
|
982
$50.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
281+ 6.75% |
$14K - $16.9K
|
4.44K
$228K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
261New |
$13K - $15.7K
|
261
$13.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
257New |
$12.8K - $15.5K
|
257
$13.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
249+ 5.7% |
$12.4K - $15K
|
4.62K
$237K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
228+ 2.51% |
$11.3K - $13.7K
|
9.33K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
224+ 49.45% |
$11.1K - $13.5K
|
677
$34.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
218+ 2.11% |
$10.8K - $13.1K
|
10.6K
$541K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$9.95K - $12K
|
200
$10.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 22.7% |
$9.95K - $12K
|
1.08K
$55.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.95K - $12K
|
200
$10.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
184+ 21.72% |
$9.15K - $11.1K
|
1.03K
$52.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
173+ 1.15% |
$8.6K - $10.4K
|
15.2K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
163New |
$8.11K - $9.8K
|
163
$8.36K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
160New |
$7.96K - $9.62K
|
160
$8.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146New |
$7.26K - $8.78K
|
146
$7.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
119+ 0.54% |
$5.92K - $7.16K
|
22.2K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
109+ 2.65% |
$5.42K - $6.55K
|
4.23K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
102+ 2.39% |
$5.07K - $6.13K
|
4.38K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$4.97K - $6.01K
|
100
$5.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 50.0% |
$4.97K - $6.01K
|
300
$15.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
90New |
$4.48K - $5.41K
|
90
$4.62K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81+ 101.25% |
$4.03K - $4.87K
|
161
$8.26K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
80New |
$3.98K - $4.81K
|
80
$4.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
40+ 75.47% |
$1.99K - $2.41K
|
93
$4.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40New |
$1.99K - $2.41K
|
40
$2.05K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.79K - $2.16K
|
36
$1.85K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33+ 0.5% |
$1.64K - $1.98K
|
6.59K
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
30+ 0.82% |
$1.49K - $1.8K
|
3.71K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27New |
$1.34K - $1.62K
|
27
$1.38K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 1.64% |
$746 - $902
|
928
$47.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.67% |
$746 - $902
|
912
$46.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.13% |
$497 - $601
|
7.54K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.44% |
$448 - $541
|
634
$32.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.4% |
$149 - $180
|
218
$11.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.92% |
$99.5 - $120
|
106
$5.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.25% |
$99.5 - $120
|
162
$8.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.05% |
$149 - $180
|
6.47K
$332K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24- 24.0% |
$1.19K - $1.44K
|
76
$3.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.22% |
$1.19K - $1.44K
|
10.7K
$547K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.78% |
$3.33K - $4.03K
|
8.56K
$439K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-79- 39.7% |
$3.93K - $4.75K
|
120
$6.15K
|