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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 1.65% |
$4.87K - $5.89K
|
5.83K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-100- 1.59% |
$4.97K - $6.01K
|
6.2K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-120- 0.5% |
$5.97K - $7.22K
|
24.1K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-140- 1.44% |
$6.96K - $8.42K
|
9.56K
$533K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-145- 4.09% |
$7.21K - $8.72K
|
3.4K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-159- 3.33% |
$7.91K - $9.56K
|
4.62K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-180- 47.62% |
$8.95K - $10.8K
|
198
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 37.74% |
$9.95K - $12K
|
330
$18.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-241- 24.79% |
$12K - $14.5K
|
731
$40.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 71.43% |
$12.4K - $15K
|
100
$5.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-266- 2.83% |
$13.2K - $16K
|
9.12K
$509K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-287- 2.18% |
$14.3K - $17.3K
|
12.9K
$720K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-443- 1.25% |
$22K - $26.6K
|
35K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-500- 10.99% |
$24.9K - $30.1K
|
4.05K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-511- 7.09% |
$25.4K - $30.7K
|
6.7K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-667- 1.25% |
$33.2K - $40.1K
|
52.9K
$2.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.29K- 4.24% |
$63.9K - $77.3K
|
29K
$1.62M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.58K- 21.32% |
$78.6K - $95K
|
5.83K
$325K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.6K- 5.78% |
$79.3K - $95.9K
|
26K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.22K- 12.67% |
$111K - $134K
|
15.3K
$855K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 10.11% |
$142K - $172K
|
25.5K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.69K- 20.22% |
$233K - $282K
|
18.5K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.99K- 7.04% |
$298K - $360K
|
79.1K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.17K- 52.68% |
$307K - $371K
|
5.55K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.26K- 9.42% |
$361K - $436K
|
69.8K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8K- 50.0% |
$398K - $481K
|
8K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-10.7K- 99.55% |
$533K - $644K
|
48
$2.68K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-11K- 64.71% |
$547K - $661K
|
6K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-20.5K- 38.38% |
$1.02M - $1.23M
|
32.9K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.3K- 50.18% |
$1.56M - $1.88M
|
31.1K
$1.73M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-455K- 20.78% |
$22.6M - $27.4M
|
1.74M
$96.9M
|